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 SWX
Shares Held
Position Value (USD)
10 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,537,742 | 52,218 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $4,269,372 | 54,498 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,751,710 | 50,433 | Shares | Sole | 2025-08-08 | |
| 2024-12-31 | $370,166 | 5,235 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $48,307,636 | 654,930 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $45,667,540 | 648,871 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $48,099,085 | 631,802 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $43,942,853 | 693,652 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $52,176,841 | 863,712 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $55,952,868 | 879,071 | Shares | Sole | 2023-08-09 | |
| No 13F history on record for this holder in this stock. | ||||||