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 MTX

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Shares Held

Position Value (USD)

19 of 19 shown
Report Date Value (USD) Shares
2026-03-31 $3,743,795 52,789
2025-12-31 $2,906,644 47,689
2025-09-30 $1,408,136 22,668
2025-06-30 $256,405 4,656
2025-03-31 $2,147,775 33,786
2024-12-31 $3,056,249 40,103
2024-09-30 $3,096,768 40,098
2024-06-30 $3,334,549 40,098
2024-03-31 $986,318 13,102
2022-06-30 $819,195 13,355
2022-03-31 $1,151,340 17,405
2021-12-31 $1,398,262 19,115
2021-09-30 $1,435,561 20,555
2021-06-30 $1,636,729 20,805
2021-03-31 $1,567,032 20,805
2020-12-31 $1,304,830 21,005
2020-09-30 $1,655,895 32,405
2020-06-30 $1,107,782 23,605
2020-03-31 $641,983 17,705