BROWN, LISLE/CUMMINGS, INC. NMT — NUVEEN MASSACHUSETS QLT MUN

Ownership history in BROWN, LISLE/CUMMINGS, INC.  ·  8 quarters on record

AI Ownership Summary

BROWN, LISLE/CUMMINGS, INC. reported NUVEEN MASSACHUSETS QLT MUN (NMT) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q2. The latest visible filing shows NMT at 0.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this NMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BROWN, LISLE/CUMMINGS, INC.'s position in NUVEEN MASSACHUSETS QLT MUN, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

NMT was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

NMT stock page BROWN, LISLE/CUMMINGS, INC. fund profile BROWN, LISLE/CUMMINGS, INC. full holdings
How BROWN, LISLE/CUMMINGS, INC. held NMT — position size vs. price
% of Fund (quarterly)    NMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 6,207 — 0% 0.02% $76K 2026-04-20 $12.32
2025 Q4 UNCHANGED — — — 6,207 — 0% 0.02% $70K 2026-01-23 $11.30
2025 Q3 UNCHANGED — — — 6,207 — 0% 0.02% $72K 2025-10-10 $11.07
2025 Q2 UNCHANGED — — — 6,207 — 0% 0.02% $73K 2025-07-16 $11.02
2025 Q1 UNCHANGED — — — 6,207 — 0% 0.02% $73K 2025-04-22 $10.62
2024 Q4 UNCHANGED — — — 6,207 — 0% 0.02% $71K 2025-01-27 $10.61
2024 Q3 UNCHANGED — — — 6,207 — 0% 0.02% $72K 2024-10-18 $10.57
2024 Q2 INITIATED — — — 6,207 — — 0.02% $69K 2024-07-17 $9.83

🏢 Other funds also holding NMT

As of 2026 Q1 — sorted by position size

MELFA WEALTH MANAGEMENT, INC. 3Y 0.36% Stablepoint Partners, LLC 0.06% Herold Advisors, Inc. 3Y 0.04% 1620 INVESTMENT ADVISORS, INC. 3Y 0.04% Brookwood Investment Group LLC 0.03% Kovack Advisors, Inc. 3Y 7Y 0.02% Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 3Y 7Y 0.02% Moors & Cabot, Inc. 3Y 7Y 0.01% SAX WEALTH ADVISORS, LLC 3Y 0.01% PFG Investments, LLC 0.01%

FAQ About BROWN, LISLE/CUMMINGS, INC. and NMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has BROWN, LISLE/CUMMINGS, INC. reported owning NMT?

BROWN, LISLE/CUMMINGS, INC. reported NMT across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported NMT position in BROWN, LISLE/CUMMINGS, INC.'s portfolio?

The largest reported portfolio weight for NMT was 0.02% in 2024 Q2.

What is the latest reported NMT position on this page?

The most recent filing on this page is 2026 Q1, when BROWN, LISLE/CUMMINGS, INC. reported 6,207 shares, equal to 0.02% of portfolio, with an estimated market value of $76K.

What does the chart on this NMT ownership page compare?

The chart compares BROWN, LISLE/CUMMINGS, INC.'s quarterly NMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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