Wellington Management Group
large-active, lo
Quarter Analysis
13F change notes for Wellington Management Group in 2026-03-31.
Wellington's $535B platform mirrors the broader active-LO trim signal: AAPL cut -16% (biggest in the top), GOOGL cut -17%, AMZN -6%, and the top-3 weight came down 12.4% → 11.1%. MSFT added +8% as the lone contrarian add (suggests one underlying mandate building MSFT). Lilly held flat at +211% unrealized.
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★ HELD
NVIDIA CORPORATION NVDA
Top weight 4.36%, 50 quarters held, +252% unrealized — Wellington's signature semi anchor.
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★ HELD
MICROSOFT CORP MSFT
Shares +8% — Wellington's lone meaningful mega-cap-tech add this quarter. Likely one underlying mandate building MSFT.
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★ HELD
APPLE INC AAPL
Cut -16% in shares — Wellington's most aggressive top-name trim, even at +90% unrealized.
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★ HELD
ALPHABET INC GOOGL
Cut -17% at +207% unrealized — alongside the AAPL cut, this is the cleanest profit-take pattern in Wellington.
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★ HELD
ELI LILLY & CO LLY
52 quarters held at +211% unrealized — pharma exposure intact while tech is trimmed.
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• CONTEXT
Same direction as T. Rowe, FMR, Capital — large-LO consensus on cutting mega-cap-tech weight.