JONES FINANCIAL COMPANIES LLLP
Top Portfolio Positions
3,451 positions ·
$50,850,066,072 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
8,423,796 | $2,137,875,186 | 4.20% | |
| NVDA |
Nvidia Corp
Technology
|
12,018,453 | $2,096,018,202 | 4.12% | |
| MSFT |
Microsoft Corp
Technology
|
5,077,240 | $1,879,441,929 | 3.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
8,516,303 | $1,773,690,425 | 3.49% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
5,922,207 | $1,702,989,844 | 3.35% | |
| AVGO |
Broadcom Inc.
Technology
|
3,762,687 | $1,164,589,252 | 2.29% | |
| META |
Meta Platforms, Inc.
Communication Services
|
1,394,773 | $797,991,475 | 1.57% | |
| SPY |
Spdr S&P 500 ETF Trust
|
961,155 | $625,077,541 | 1.23% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
1,793,762 | $606,201,867 | 1.19% | |
| LLY |
ELI LILLY & Co
Healthcare
|
650,867 | $598,647,939 | 1.18% |
Portfolio Trend
25 quarters · across all stocks
Holdings in MRK
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $319,896,940 | 2,659,381 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $92,591,537 | 879,646 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $70,378,325 | 838,536 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $67,594,407 | 853,896 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $71,620,222 | 797,908 | Shares | Sole | 2025-05-28 | |
| 2024-12-31 | $60,331,336 | 606,467 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $51,589,171 | 454,290 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $37,074,756 | 299,473 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $26,504,664 | 200,869 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $19,338,403 | 177,384 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $17,627,716 | 171,226 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $19,956,700 | 172,950 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $18,972,209 | 178,327 | Shares | Defined | 2023-05-11 | |
| 2022-12-31 | $20,191,789 | 181,990 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $15,401,527 | 178,838 | Shares | Defined | 2022-11-03 | |
| 2022-06-30 | $16,387,442 | 179,746 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $15,351,637 | 187,101 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $13,922,652 | 181,663 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $13,451,825 | 179,095 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $13,903,565 | 178,778 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $13,126,638 | 178,450 | Shares | Defined | 2021-04-30 | |
| 2020-12-31 | $13,869,308 | 177,690 | Shares | Defined | 2021-02-08 | |
| 2020-09-30 | $13,695,304 | 173,028 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $12,554,988 | 170,149 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $13,086,107 | 178,246 | Shares | Sole | 2020-05-01 | |
| No 13F history on record for this holder in this stock. | ||||||