MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Top Portfolio Positions
922 positions ·
$279,760,639,395 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 SWK
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $116,775,170 | 1,643,332 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $139,040,200 | 1,871,839 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $237,813,405 | 3,199,427 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $215,603,736 | 3,182,343 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $239,804,938 | 3,119,211 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $248,776,072 | 3,098,469 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $326,959,997 | 2,968,855 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $218,399,203 | 2,733,749 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $246,944,790 | 2,521,646 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $287,828,143 | 2,934,028 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $248,618,485 | 2,974,617 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $282,741,247 | 3,017,194 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $241,871,180 | 3,001,628 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $225,559,514 | 3,002,656 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $604,645,152 | 8,039,425 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $836,817,924 | 7,980,335 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $1,131,878,368 | 8,096,991 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $1,419,735,947 | 7,526,964 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $1,284,687,630 | 7,328,091 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $1,487,578,194 | 7,256,833 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $1,478,088,321 | 7,402,656 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $1,304,048,855 | 7,303,141 | Shares | Sole | 2021-05-12 | |
| 2020-09-30 | $1,186,820,317 | 7,317,018 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $1,055,110,359 | 7,570,027 | Shares | Sole | 2020-08-11 | |
| 2020-03-31 | $755,150,700 | 7,551,507 | Shares | Sole | 2020-05-14 | |
| No 13F history on record for this holder in this stock. | ||||||