MASSACHUSETTS FINANCIAL SERVICES CO /MA/
Institutional investor · Portfolio as of Q1 2026
SEC EDGAR SourceSEC Filings
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ manages $297.5B across 946 positions as of Q1 2026. Top holdings: NVDA (3.9%), MSFT (3.6%), AAPL (2.6%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 4/5.0.
Q1 2026 Summary
Active quarter - 88 new positions, 58 exits, 285 increased. Top move: AAPL (INCREASED, conviction 62). Portfolio: $297.5B across 946 positions.
Top holdings by portfolio weight
NVDA3.89%
MSFT3.59%
AAPL2.64%
GOOGL2.34%
AMZN2.21%
JPM1.46%
AVGO1.15%
TSM1.14%
JNJ1.11%
CI1.05%
Other1.02%
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Top Holdings946 positions
Activity:
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction | |
|---|---|---|---|---|---|---|---|---|
NVIDIA CORPORATION | 65.3M | $11.6B | 3.9% | $126.43 | +82.05% | 26 qtrssince 2019-Q4 | Decreased 0 | |
MICROSOFT CORP | 25.5M | $10.7B | 3.6% | $139.36 | +206.59% | 29 qtrssince 2019-Q1 | Decreased 0 | |
APPLE INC | 30.3M | $7.8B | 2.6% | $138.17 | +117.28% | 29 qtrssince 2019-Q1 | Increased 62 | |
ALPHABET INC | 23.4M | $7B | 2.3% | $108.19 | +266.99% | 29 qtrssince 2019-Q1 | Decreased 0 | |
AMAZON COM INC | 26M | $6.6B | 2.2% | $110.12 | +139.86% | 29 qtrssince 2019-Q1 | Decreased 0 | |
JPMORGAN CHASE & CO | 14.7M | $4.3B | 1.5% | $86.52 | +244.22% | 29 qtrssince 2019-Q1 | Decreased 0 | |
BROADCOM INC | 9M | $3.4B | 1.1% | $269.36 | +58.77% | 29 qtrssince 2019-Q1 | Increased 56 | |
TAIWAN SEMICONDUCTOR MANUFAC | 9.7M | $3.4B | 1.1% | $52.35 | +680.25% | 29 qtrssince 2019-Q1 | Decreased 0 | |
JOHNSON & JOHNSON | 13.4M | $3.3B | 1.1% | $119.09 | +91.58% | 29 qtrssince 2019-Q1 | Decreased 0 | |
THE CIGNA GROUP | 11.6M | $3.1B | 1.0% | $176.24 | +62.97% | 29 qtrssince 2019-Q1 | Decreased 0 | |
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer