MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Top Portfolio Positions
922 positions ·
$279,730,444,501 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 | 4.07% | |
| MSFT |
Microsoft Corp
Technology
|
25,473,981 | $9,429,703,542 | 3.37% | |
| AAPL |
Apple Inc.
Technology
|
30,317,142 | $7,694,187,464 | 2.75% | |
| 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 | 1.93% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
14,662,099 | $4,313,003,038 | 1.54% | |
| JNJ |
Johnson & Johnson
Healthcare
|
13,434,302 | $3,283,880,778 | 1.17% | |
| 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
25 quarters · across all stocks
Holdings in LPLA
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,164,019,265 | 3,869,359 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,328,474,882 | 3,719,447 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $1,078,698,417 | 3,242,353 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $915,744,982 | 2,442,182 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $495,963,866 | 1,516,060 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $364,289,815 | 1,115,708 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $165,252,673 | 710,367 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $247,077,156 | 884,630 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $209,935,960 | 794,610 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $132,790,772 | 583,388 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $135,054,592 | 568,292 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $6,744,676 | 31,020 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $10,944,373 | 54,073 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $9,558,602 | 44,218 | Shares | Sole | 2023-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||