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Asset Manager ← All Institutions

STATE STREET CORP

Q1 2026 · Filed 2026-05-15
Market Value
$2.9T
-2.9%
Holdings
3,883
-3
New Purchases
84
Added To
2,336
Closed
69
Reduced
1,101
Top 10 Concentration
28.8%
Turnover
3.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
XOM 1.26% 0.83% +0.43% $36.3B
CVX 1.10% 0.78% +0.32% $31.7B
JNJ 1.13% 0.93% +0.20% $32.6B
CAT 0.86% 0.68% +0.17% $24.7B
LMT 0.68% 0.55% +0.13% $19.7B
AMAT 0.45% 0.33% +0.12% $12.8B
COP 0.31% 0.20% +0.11% $9.0B
WMT 0.80% 0.70% +0.11% $23.2B
MU 0.61% 0.51% +0.11% $17.7B
COST 0.63% 0.53% +0.10% $18.1B
LRCX 0.44% 0.35% +0.09% $12.7B
GEV 0.35% 0.25% +0.09% $10.0B
VRT 0.14% 0.05% +0.09% $4.0B
SNDK 0.12% 0.04% +0.08% $3.5B
MRK 0.50% 0.43% +0.07% $14.5B

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
MSFT 3.94% 4.99% -1.05% $113.5B
META 1.76% 2.02% -0.26% $50.6B
TSLA 1.48% 1.74% -0.26% $42.6B
AAPL 5.31% 5.54% -0.23% $152.9B
NVDA 6.02% 6.24% -0.22% $173.3B
AMZN 2.82% 3.03% -0.20% $81.3B
AVGO 2.06% 2.22% -0.16% $59.2B
GOOGL 2.26% 2.41% -0.15% $65.1B
LLY 1.14% 1.28% -0.14% $32.8B
CRM 0.32% 0.45% -0.13% $9.1B
GOOG 1.85% 1.98% -0.13% $53.3B
V 0.86% 0.98% -0.12% $24.9B
ORCL 0.39% 0.50% -0.11% $11.2B
APP 0.16% 0.27% -0.11% $4.7B
PLTR 0.52% 0.61% -0.10% $14.9B

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 74 $1.5T 53.3%
Large Cap 841 $1.2T 41.1%
Mid Cap 1,005 $135.1B 4.7%
Small Cap 1,149 $26.4B 0.9%
Micro Cap 814 $1.3B 0.0%

Portfolio Analytics

Avg Market Cap
$26.2B
Median Market Cap
$1.9B
Avg P/E
32.2
Median P/E
19.4
Avg Dividend Yield
0.02%
Avg Beta
1.06
# Stocks
3,793
# ETFs / Funds
90

Top Holdings (3,883 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 NVDA 6.02% 993,885,601 $173.3B $174.41 -$11.6B +2,405,112 +0.2%
2 AAPL 5.31% 602,341,409 $152.9B $253.79 -$11.4B -1,715,096 -0.3%
3 MSFT 3.94% 306,708,289 $113.5B $370.17 -$34.5B +557,681 +0.2%
4 AMZN 2.82% 390,450,321 $81.3B $208.27 -$8.4B +1,797,200 +0.5%
5 GOOGL 2.26% 226,259,132 $65.1B $287.56 -$6.4B -2,037,823 -0.9%
6 AVGO 2.06% 191,380,232 $59.2B $309.51 -$6.6B +1,295,881 +0.7%
7 GOOG 1.85% 185,714,752 $53.3B $286.86 -$5.4B -1,388,111 -0.7%
8 META 1.76% 88,523,840 $50.6B $572.13 -$9.3B -2,317,505 -2.5%
9 TSLA 1.48% 114,695,458 $42.6B $371.75 -$9.0B -147,476 -0.1%
10 JPM 1.27% 124,276,661 $36.6B $294.16 -$3.8B -1,065,474 -0.8%
11 XOM 1.26% 213,904,380 $36.3B $169.66 $11.6B +8,790,138 +4.3%
12 BRK-B 1.23% 74,099,062 $35.5B $479.20 -$1.7B +173,994 +0.2%
13 LLY 1.14% 35,610,002 $32.8B $919.77 -$5.2B +248,086 +0.7%
14 JNJ 1.13% 133,476,288 $32.6B $244.44 $4.9B -393,555 -0.3%
15 CVX 1.10% 153,137,916 $31.7B $206.90 $8.5B +856,649 +0.6%
16 V 0.86% 82,306,015 $24.9B $302.24 -$4.2B -492,136 -0.6%
17 CAT 0.86% 34,880,604 $24.7B $708.46 $4.4B -507,946 -1.4%
18 WMT 0.80% 185,928,865 $23.2B $124.52 $2.5B +1,225,015 +0.7%
19 LMT 0.68% 32,555,588 $19.7B $604.39 $3.4B -1,111,330 -3.3%
20 MA 0.63% 36,478,022 $18.2B $499.66 -$2.7B -133,454 -0.4%
21 COST 0.63% 18,152,232 $18.1B $996.43 $2.4B +5,073 +0.0%
22 RTX 0.62% 92,589,262 $17.9B $192.90 $1.0B +704,674 +0.8%
23 ABBV 0.61% 81,217,516 $17.7B $217.49 -$830M +276,585 +0.3%
24 MU 0.61% 52,239,483 $17.7B $337.99 $2.6B -510,334 -1.0%
25 MS 0.58% 101,340,194 $16.7B $164.57 -$1.8B -2,514,557 -2.4%
26 NFLX 0.57% 171,654,762 $16.5B $96.15 -$70M -5,126,233 -2.9%
27 GS 0.57% 19,255,058 $16.3B $845.99 -$908M -309,725 -1.6%
28 HD 0.53% 46,675,858 $15.4B $328.89 -$796M -249,484 -0.5%
29 AMD 0.53% 74,771,220 $15.2B $203.43 -$834M -148,056 -0.2%
30 CSCO 0.52% 193,593,697 $15.0B $77.59 -$40M -1,927,464 -1.0%
31 PLTR 0.52% 101,626,594 $14.9B $146.28 -$3.3B -758,723 -0.7%
32 PG 0.51% 101,250,847 $14.6B $144.44 $62M -368,079 -0.4%
33 MRK 0.50% 119,325,673 $14.5B $121.12 $1.7B -714,495 -0.6%
34 BAC 0.50% 294,909,309 $14.4B $48.75 -$2.0B -3,590,520 -1.2%
35 IBM 0.46% 54,594,493 $13.2B $242.39 -$3.1B -401,800 -0.7%
36 GE 0.45% 45,337,044 $12.9B $284.23 -$1.1B +96,242 +0.2%
37 AMAT 0.45% 37,506,950 $12.8B $341.79 $3.1B -423,673 -1.1%
38 KO 0.44% 167,222,395 $12.8B $76.57 $1.1B -627,935 -0.4%
39 LRCX 0.44% 59,158,300 $12.7B $213.92 $2.4B -527,784 -0.9%
40 UNH 0.43% 45,332,186 $12.3B $270.59 -$2.7B +100,016 +0.2%
41 ORCL 0.39% 76,303,175 $11.2B $147.11 -$3.7B -224,584 -0.3%
42 NEE 0.39% 119,667,918 $11.1B $92.88 $1.6B +1,085,136 +0.9%
43 MCD 0.38% 35,433,830 $11.0B $310.79 $15M -550,167 -1.5%
44 WFC 0.37% 135,493,574 $10.8B $79.61 -$2.0B -1,594,663 -1.2%
45 VZ 0.37% 214,853,728 $10.8B $50.20 $1.7B -8,097,671 -3.6%
46 AMGN 0.37% 30,548,488 $10.7B $351.85 $736M -42,915 -0.1%
47 GEV 0.35% 11,394,498 $10.0B $873.40 $2.5B -75,172 -0.7%
48 LIN 0.34% 19,625,129 $9.7B $495.79 $1.5B +268,336 +1.4%
49 INTC 0.33% 214,321,018 $9.5B $44.13 $1.8B +5,784,234 +2.8%
50 PEP 0.32% 59,419,350 $9.2B $155.29 $620M +26,735 +0.1%
51 PM 0.32% 55,033,026 $9.2B $166.80 $278M +36,546 +0.1%
52 T 0.32% 315,804,934 $9.2B $28.99 $906M -16,284,789 -4.9%
53 CRM 0.32% 48,953,388 $9.1B $186.67 -$4.1B -1,126,842 -2.2%
54 KLAC 0.31% 6,153,503 $9.1B $1,472.41 $1.5B -65,794 -1.1%
55 COP 0.31% 68,474,720 $9.0B $132.00 $3.0B +3,923,111 +6.1%
56 NOC 0.31% 13,000,928 $8.9B $682.24 $1.3B -207,433 -1.6%
57 C 0.31% 78,042,648 $8.9B $113.41 -$474M -1,871,853 -2.3%
58 AXP 0.31% 29,227,721 $8.8B $302.48 -$2.1B -237,147 -0.8%
59 PFE 0.29% 301,589,865 $8.5B $28.08 $988M +1,144,701 +0.4%
60 PH 0.29% 9,342,841 $8.4B $895.24 $66M -98,218 -1.0%
61 TXN 0.29% 43,077,664 $8.4B $194.14 $826M -369,056 -0.8%
62 GILD 0.29% 59,858,585 $8.3B $139.37 $949M -381,933 -0.6%
63 TMO 0.29% 16,731,668 $8.2B $491.99 -$1.4B +117,907 +0.7%
64 WELL 0.29% 41,560,777 $8.2B $197.71 $466M -199,551 -0.5%
65 ABT 0.28% 79,575,468 $8.2B $102.67 -$1.8B -278,314 -0.3%
66 DIS 0.28% 83,702,903 $8.1B $96.38 -$1.5B -170,743 -0.2%
67 TJX 0.27% 48,321,197 $7.7B $159.70 $235M -387,322 -0.8%
68 BA 0.26% 37,424,293 $7.4B $199.03 -$605M +332,543 +0.9%
69 PLD 0.26% 56,033,266 $7.4B $132.18 $87M -1,302,402 -2.3%
70 ADI 0.25% 23,058,669 $7.3B $318.14 $966M -428,915 -1.8%
71 ISRG 0.25% 15,846,973 $7.3B $460.99 -$1.6B +145,382 +0.9%
72 APH 0.25% 57,396,418 $7.3B $126.59 -$439M +482,820 +0.8%
73 HON 0.25% 31,726,805 $7.2B $226.03 $991M +49,723 +0.2%
74 SCHW 0.24% 72,763,682 $6.8B $93.98 -$418M +137,174 +0.2%
75 QCOM 0.23% 52,091,726 $6.7B $128.78 -$2.3B -854,343 -1.6%
76 UBER 0.23% 90,639,723 $6.5B $71.93 -$908M -269,026 -0.3%
77 UNP 0.22% 26,587,866 $6.5B $242.62 $360M +257,786 +1.0%
78 SO 0.21% 62,980,088 $6.1B $96.52 $717M +1,489,394 +2.4%
79 ETN 0.21% 16,976,823 $6.1B $357.69 $702M +115,502 +0.7%
80 BLK 0.21% 6,278,663 $6.0B $961.71 -$667M +14,118 +0.2%
81 SPGI 0.21% 14,175,534 $6.0B $425.34 -$1.4B -84,156 -0.6%
82 DE 0.21% 10,611,381 $6.0B $564.90 $1.1B +125,432 +1.2%
83 BKNG 0.21% 1,420,796 $6.0B $4,210.32 -$1.7B -14,320 -1.0%
84 BMY 0.21% 98,564,914 $6.0B $60.65 $693M +584,476 +0.6%
85 EQIX 0.21% 6,078,396 $6.0B $980.24 $1.2B -133,796 -2.1%
86 DUK 0.20% 44,532,642 $5.8B $130.94 $679M +579,242 +1.3%
87 LOW 0.20% 24,448,558 $5.8B $236.28 -$179M -245,575 -1.0%
88 ANET 0.20% 46,761,991 $5.7B $122.78 -$413M -208,706 -0.4%
89 ACN 0.20% 28,810,831 $5.7B $198.32 -$1.9B +546,156 +1.9%
90 PANW 0.20% 35,486,318 $5.7B $160.32 $102M +5,154,613 +17.0%
91 INTU 0.19% 12,962,149 $5.6B $432.38 -$3.0B -100,699 -0.8%
92 NEM 0.19% 50,830,986 $5.5B $108.25 $514M +871,136 +1.7%
93 CB 0.19% 16,706,179 $5.5B $326.89 $187M -138,872 -0.8%
94 MDT 0.19% 61,741,014 $5.4B $87.34 -$574M +80,856 +0.1%
95 WMB 0.18% 72,988,408 $5.3B $72.78 $1.2B +5,007,302 +7.4%
96 DHR 0.18% 27,894,181 $5.3B $189.99 -$1.0B +212,847 +0.8%
97 CEG 0.18% 18,796,388 $5.2B $279.25 -$1.3B +310,496 +1.7%
98 CMCSA 0.18% 182,735,113 $5.2B $28.71 -$337M -4,069,968 -2.2%
99 VRTX 0.18% 11,730,139 $5.2B $446.54 -$62M +40,600 +0.3%
100 PGR 0.18% 25,870,710 $5.1B $198.24 -$750M +55,020 +0.2%

New Positions

SymbolValue% Port
PIPR $213M 0.01%
VSNTV $183M 0.01%
INDV $149M 0.01%
AZN $54M —%
DFTX $47M —%
EFA $19M —%
BIL $16M —%
PURR $16M —%
PPLC $14M —%
ASST $12M —%
FPS $11M —%
CDNL $11M —%
XXI $10M —%
YSS $8M —%
AKTS $8M —%

Sold Out Positions

SymbolValue% Port
BCSF —%
BBUC —%
PFLT —%
PBT —%
PNFP —%
IHS —%
ADV —%
ATAI —%
CODX —%
AFCG —%
LQD —%
URTH —%
MOO —%
NVNO —%
DTST —%
View SEC EDGAR Filings for STATE STREET CORP →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms