PUZO MICHAEL J
All 13F Filings
- Location
- Boston, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 387,894
- Description
- —
- Website
- —
- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/10/2026 | 82 | 387,894 | 13F-HR | PUZO MICHAEL J |
| Q1 2026 | 5/7/2026 | 88 | 343,430 | 13F-HR | PUZO MICHAEL J |
| Q4 2025 | 2/17/2026 | 94 | 367,343 | 13F-HR | PUZO MICHAEL J |
| Q3 2025 | 11/10/2025 | 71 | 366,612 | 13F-HR | PUZO MICHAEL J |
| Q2 2025 | 7/23/2025 | 71 | 350,974 | 13F-HR | PUZO MICHAEL J |
| Q2 2014 | 7/24/2014 | 77 | 144,147 | 13F-HR | PUZO MICHAEL J |
| Q1 2014 | 5/30/2014 | 73 | 138,924 | 13F-HR | PUZO MICHAEL J |
| Q4 2013 | 5/28/2014 | 74 | 137,102 | 13F-HR | PUZO MICHAEL J |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 387.3 K | 99.8% | 44.59 K | 0 | 44.59 K |
| ETFs | 624 | 0.2% | 0 | 131 | -131 |
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Fund Snapshot
Q2 2026
Latest filed
8/10/2026
Total value ($000)
387,894
Holdings
82
QoQ value change ($000)
44,464
(12.9%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.