StockDriftsStockDriftsTop 50 GEODE CAPITAL MANAGEMENT LLC Holdings
| Stock | Company Name | % of Portfolio | Shares Owned | Value Owned | Latest Activity | Avg. Buy Price | Date |
|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORP | 6.5% | 601.33M | $104.56B | +2.13% (+12.52M) | $27.79 | 2026-03-31 |
| AAPL | APPLE INC | 5.8% | 368.62M | $93.30B | +2.96% (+10.58M) | $78.58 | 2026-03-31 |
| MSFT | MICROSOFT CORP | 4.33% | 188.50M | $69.60B | +3.22% (+5.88M) | $173.46 | 2026-03-31 |
| AMZN | AMAZON.COM INC | 3.01% | 233.23M | $48.42B | +3.60% (+8.11M) | $99.08 | 2026-03-31 |
| GOOGL | ALPHABET INC-CL A | 2.71% | 151.89M | $43.55B | +3.90% (+5.70M) | $82.42 | 2026-03-31 |
| AVGO | BROADCOM INC | 2.19% | 114.28M | $35.28B | +2.70% (+3.00M) | $73.30 | 2026-03-31 |
| GOOG | ALPHABET INC-CL C | 1.98% | 111.66M | $31.89B | +3.27% (+3.54M) | $65.26 | 2026-03-31 |
| META | META PLATFORMS INC-CLASS A | 1.92% | 54.17M | $30.88B | +2.57% (+1.36M) | $210.16 | 2026-03-31 |
| TSLA | TESLA INC | 1.57% | 68.00M | $25.18B | +3.50% (+2.30M) | $177.85 | 2026-03-31 |
| BRK.B | BERKSHIRE HATHAWAY INC-CL B | 1.22% | 41.16M | $19.68B | +2.84% (+1.14M) | $220.85 | 2026-03-31 |
| LLY | ELI LILLY & CO | 1.15% | 20.19M | $18.51B | +1.93% (+381.80K) | $287.09 | 2026-03-31 |
| JPM | JPMORGAN CHASE & CO | 1.14% | 62.55M | $18.34B | +2.09% (+1.28M) | $95.51 | 2026-03-31 |
| XOM | EXXON MOBIL CORP | 1% | 95.48M | $16.13B | -0.46% (-444.61K) | $86.86 | 2026-03-31 |
| JNJ | JOHNSON & JOHNSON | 0.9% | 59.16M | $14.42B | +2.09% (+1.21M) | $123.02 | 2026-03-31 |
| V | VISA INC-CLASS A SHARES | 0.84% | 44.88M | $13.54B | +1.91% (+841.05K) | $134.99 | 2026-03-31 |
| WMT | WALMART INC | 0.81% | 105.86M | $13.10B | +2.76% (+2.85M) | $40.23 | 2026-03-31 |
| COST | COSTCO WHOLESALE CORP | 0.66% | 10.66M | $10.58B | +2.61% (+270.70K) | $314.53 | 2026-03-31 |
| MA | MASTERCARD INC - A | 0.65% | 21.07M | $10.50B | +1.86% (+384.84K) | $214.57 | 2026-03-31 |
| ABBV | ABBVIE INC | 0.63% | 46.74M | $10.14B | +4.72% (+2.11M) | $113.60 | 2026-03-31 |
| NFLX | NETFLIX INC | 0.62% | 103.53M | $9.92B | +3.95% (+3.93M) | $32.06 | 2026-03-31 |
| PG | PROCTER & GAMBLE CO/THE | 0.58% | 64.40M | $9.30B | +2.80% (+1.76M) | $111.77 | 2026-03-31 |
| MU | MICRON TECHNOLOGY INC | 0.57% | 27.43M | $9.24B | +5.52% (+1.43M) | $63.82 | 2026-03-31 |
| CVX | CHEVRON CORP | 0.56% | 43.68M | $9.00B | +0.15% (+64.09K) | $116.32 | 2026-03-31 |
| HD | HOME DEPOT INC | 0.51% | 24.94M | $8.19B | +4.97% (+1.18M) | $197.53 | 2026-03-31 |
| PLTR | PALANTIR TECHNOLOGIES INC-A | 0.51% | 55.87M | $8.15B | +3.08% (+1.67M) | $44.57 | 2026-03-31 |
| AMD | ADVANCED MICRO DEVICES | 0.5% | 39.79M | $8.08B | +5.87% (+2.21M) | $82.16 | 2026-03-31 |
| CSCO | CISCO SYSTEMS INC | 0.49% | 102.13M | $7.91B | +2.52% (+2.51M) | $39.43 | 2026-03-31 |
| CAT | CATERPILLAR INC | 0.49% | 11.13M | $7.89B | +4.88% (+517.30K) | $165.38 | 2026-03-31 |
| BAC | BANK OF AMERICA CORP | 0.48% | 157.93M | $7.67B | +2.23% (+3.44M) | $26.00 | 2026-03-31 |
| LRCX | LAM RESEARCH CORP | 0.47% | 35.18M | $7.50B | +4.23% (+1.43M) | $40.60 | 2026-03-31 |
| AMAT | APPLIED MATERIALS INC | 0.47% | 21.92M | $7.48B | +17.80% (+3.31M) | $110.58 | 2026-03-31 |
| GE | GENERAL ELECTRIC | 0.45% | 25.37M | $7.19B | +2.41% (+596.67K) | $112.11 | 2026-03-31 |
| MRK | MERCK & CO. INC. | 0.44% | 59.56M | $7.14B | -0.82% (-489.83K) | $57.85 | 2026-03-31 |
| KO | COCA-COLA CO/THE | 0.44% | 92.95M | $7.05B | +3.30% (+2.97M) | $43.65 | 2026-03-31 |
| RTX | RTX CORP | 0.4% | 33.25M | $6.40B | +9.66% (+2.93M) | $84.38 | 2026-03-31 |
| PM | PHILIP MORRIS INTERNATIONAL | 0.4% | 38.46M | $6.36B | +2.89% (+1.08M) | $88.99 | 2026-03-31 |
| UNH | UNITEDHEALTH GROUP INC | 0.38% | 22.77M | $6.14B | +4.48% (+977.11K) | $254.25 | 2026-03-31 |
| GS | GOLDMAN SACHS GROUP INC | 0.37% | 7.11M | $6.01B | +5.77% (+388.11K) | $274.85 | 2026-03-31 |
| LIN | LINDE PLC | 0.37% | 11.83M | $5.87B | +4.22% (+479.23K) | $236.88 | 2026-03-31 |
| WFC | WELLS FARGO & CO | 0.36% | 73.85M | $5.86B | +2.02% (+1.47M) | $39.23 | 2026-03-31 |
| ORCL | ORACLE CORP | 0.35% | 38.95M | $5.70B | +3.22% (+1.21M) | $69.32 | 2026-03-31 |
| IBM | INTL BUSINESS MACHINES CORP | 0.35% | 23.08M | $5.58B | +2.08% (+471.25K) | $139.35 | 2026-03-31 |
| MCD | MCDONALD'S CORP | 0.35% | 17.96M | $5.57B | +5.42% (+923.40K) | $172.94 | 2026-03-31 |
| GEV | GE VERNOVA INC | 0.35% | 6.39M | $5.56B | +2.17% (+135.88K) | $192.08 | 2026-03-31 |
| AMGN | AMGEN INC | 0.34% | 15.43M | $5.41B | +7.88% (+1.13M) | $187.40 | 2026-03-31 |
| KLAC | KLA CORP | 0.34% | 3.67M | $5.40B | +4.63% (+162.52K) | $294.31 | 2026-03-31 |
| PEP | PEPSICO INC | 0.33% | 34.61M | $5.37B | +2.96% (+993.88K) | $116.21 | 2026-03-31 |
| VZ | VERIZON COMMUNICATIONS INC | 0.33% | 106.21M | $5.31B | +3.48% (+3.58M) | $37.42 | 2026-03-31 |
| T | AT&T INC | 0.31% | 175.02M | $5.06B | +2.35% (+4.01M) | $21.66 | 2026-03-31 |
| INTC | INTEL CORP | 0.3% | 109.53M | $4.82B | +7.46% (+7.60M) | $35.85 | 2026-03-31 |
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