WELLINGTON MANAGEMENT GROUP LLP
Institutional investor · Portfolio as of Q1 2026
Top Holdings1,869 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
NVIDIA CORP | 133.9M | $23.3B | 4.4% | $118.61 | +51.80% | 14 qtrssince 2022-Q4 | Decreased 0 |
MICROSOFT CORP | 52.7M | $19.5B | 3.6% | $264.03 | +52.99% | 14 qtrssince 2022-Q4 | Increased 63 |
APPLE INC | 65M | $16.5B | 3.1% | $173.21 | +46.26% | 14 qtrssince 2022-Q4 | Decreased 0 |
BROADCOM INC | 49.7M | $15.4B | 2.9% | $173.83 | +77.77% | 14 qtrssince 2022-Q4 | Increased 57 |
ALPHABET INC-CL A | 47.6M | $13.7B | 2.6% | $116.33 | +160.97% | 14 qtrssince 2022-Q4 | Decreased 0 |
AMAZON.COM INC | 62.4M | $13B | 2.4% | $112.77 | +85.10% | 14 qtrssince 2022-Q4 | Decreased 0 |
ELI LILLY & CO | 13.4M | $12.3B | 2.3% | $469.09 | +95.46% | 14 qtrssince 2022-Q4 | Increased 55 |
MERCK & CO. INC. | 84.3M | $10.1B | 1.9% | $101.66 | +17.87% | 14 qtrssince 2022-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 11.7M | $6.7B | 1.2% | $313.42 | +109.01% | 14 qtrssince 2022-Q4 | Increased 65 |
MASTERCARD INC - A | 13M | $6.5B | 1.2% | $422.00 | +24.25% | 14 qtrssince 2022-Q4 | Decreased 0 |
WELLS FARGO & CO | 65.8M | $5.2B | 1.0% | $55.84 | +40.94% | 14 qtrssince 2022-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 20.1M | $4.9B | 0.9% | $158.24 | +55.93% | 14 qtrssince 2022-Q4 | Decreased 0 |
ASTRAZENECA PLC | 23.8M | $4.6B | 0.9% | $197.22 | 0.00% | 1 qtr | New 62 |
SEMPRA ENERGY | 46.1M | $4.5B | 0.8% | $69.98 | +36.27% | 14 qtrssince 2022-Q4 | Decreased 0 |
ALPHABET INC-CL C | 13.8M | $4B | 0.7% | $101.10 | +200.27% | 14 qtrssince 2022-Q4 | Decreased 0 |
EXXON MOBIL CORP | 22.5M | $3.8B | 0.7% | $109.60 | +38.54% | 14 qtrssince 2022-Q4 | Increased 48 |
TARGA RESOURCES CORP | 15M | $3.8B | 0.7% | $117.83 | +110.73% | 14 qtrssince 2022-Q4 | Decreased 0 |
HONEYWELL INTL INC | 16.6M | $3.8B | 0.7% | $202.34 | +20.52% | 14 qtrssince 2022-Q4 | Increased 57 |
T-MOBILE US INC | 17.2M | $3.6B | 0.7% | $192.21 | +13.69% | 14 qtrssince 2022-Q4 | Increased 47 |
BLACKROCK INC | 3.6M | $3.5B | 0.7% | $1,056.18 | -0.34% | 6 qtrssince 2024-Q4 | Increased 73 |
WELLINGTON MANAGEMENT GROUP LLP manages $535.5B across 1869 positions as of Q1 2026. Top holdings: NVDA (4.4%), MSFT (3.6%), AAPL (3.1%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2.5/5.0.
Active quarter - 150 new positions, 178 exits, 703 increased. Top move: BLK (INCREASED, conviction 73). Portfolio: $535.5B across 1869 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer