MARTINGALE ASSET MANAGEMENT L P

CIK
936944
City
BOSTON
State / Country
MA

Top Portfolio Positions

782 positions · $3,929,501,097 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
218,441 $55,438,141 1.41%
JNJ
Johnson & Johnson
Healthcare
192,001 $46,932,724 1.19%
XOM
Exxon Mobil Corp
Energy
276,516 $46,913,704 1.19%
GOOGL
Alphabet Inc.
Communication Services
161,740 $46,509,954 1.18%
MSFT
Microsoft Corp
Technology
120,001 $44,420,770 1.13%
AMZN
Amazon Com Inc
Consumer Cyclical
212,476 $44,252,376 1.13%
WMT
Walmart Inc.
Consumer Defensive
313,795 $38,998,442 0.99%
CSCO
Cisco Systems, Inc.
Technology
502,379 $38,979,586 0.99%
T
At&T Inc.
Communication Services
1,301,656 $37,735,007 0.96%
JPM
Jpmorgan Chase & Co
Financial Services
125,982 $37,058,865 0.94%

Portfolio Trend

52 quarters · across all stocks

Holdings in AEE

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $22,192,957 201,901
2025-12-31 $15,012,852 150,339
2025-09-30 $15,496,672 148,464
2025-06-30 $3,163,365 32,938
2025-03-31 $2,887,303 28,758
2024-12-31 $662,845 7,436
2024-09-30 $624,114 7,136
2024-06-30 $592,772 8,336
2024-03-31 $616,530 8,336
2023-12-31 $12,148,706 167,939
2023-09-30 $13,463,338 179,919
2023-06-30 $14,831,190 181,599
2023-03-31 $16,853,479 195,086
2022-12-31 $17,541,781 197,276
2022-09-30 $17,479,912 217,007
2022-06-30 $19,685,558 217,857
2022-03-31 $21,410,283 228,352
2021-12-31 $22,442,268 252,132
2021-09-30 $25,145,964 310,444
2021-06-30 $35,573,697 444,449
2021-03-31 $40,502,065 497,813
2020-12-31 $39,955,868 511,861
2020-09-30 $34,601,137 437,546
2020-06-30 $29,776,070 423,196
2020-03-31 $31,542,381 433,096