MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Top Portfolio Positions
922 positions ·
$278,909,545,032 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
65,275,558 | $11,384,057,313 | 4.08% | |
| MSFT |
Microsoft Corp
Technology
|
25,473,981 | $9,429,703,542 | 3.38% | |
| AAPL |
Apple Inc.
Technology
|
30,317,142 | $7,694,187,464 | 2.76% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
23,413,232 | $6,732,708,992 | 2.41% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
25,952,500 | $5,405,127,170 | 1.94% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,662,099 | $4,313,003,038 | 1.55% | |
| JNJ |
Johnson & Johnson
Healthcare
|
13,434,302 | $3,283,880,778 | 1.18% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
9,677,855 | $3,270,631,094 | 1.17% | |
| CI |
Cigna Group
Healthcare
|
11,595,182 | $3,093,014,794 | 1.11% | |
| XOM |
Exxon Mobil Corp
Energy
|
17,922,157 | $3,040,673,153 | 1.09% |
Portfolio Trend
24 quarters · across all stocks
Holdings in BMO
Shares Held
Position Value (USD)
24 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $182,886,835 | 1,351,314 | Shares | Defined | 2026-05-14 | |
| 2025-09-30 | $198,685,563 | 1,525,417 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $175,081,045 | 1,582,582 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $151,394,237 | 1,585,114 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $156,100,266 | 1,608,452 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $147,171,943 | 1,631,618 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $136,622,673 | 1,629,370 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $154,454,644 | 1,581,231 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $153,198,003 | 1,548,393 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $127,092,099 | 1,506,366 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 | $135,965,317 | 1,505,540 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $133,124,726 | 1,493,937 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $128,243,575 | 1,415,492 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $103,324,843 | 1,178,969 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $67,192,440 | 698,684 | Shares | Defined | 2022-08-09 | |
| 2022-03-31 | $78,138,727 | 662,361 | Shares | Defined | 2022-05-11 | |
| 2021-12-31 | $73,478,289 | 682,123 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $64,781,416 | 649,568 | Shares | Defined | 2021-11-10 | |
| 2021-06-30 | $66,986,961 | 653,149 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $59,092,263 | 663,064 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $51,383,963 | 675,838 | Shares | Defined | 2021-05-12 | |
| 2020-09-30 | $28,792,625 | 492,940 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $28,697,450 | 540,951 | Shares | Defined | 2020-11-20 | |
| 2020-03-31 | $31,310,120 | 622,963 | Shares | Defined | 2020-11-20 | |
| No 13F history on record for this holder in this stock. | ||||||