MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,189 positions · $313,524,545,538 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
90,510,747 $22,970,722,477 7.33%
SPY
Spdr S&P 500 Etf Trust
20,974,016 $13,640,241,563 4.35%
JPM
Jpmorgan Chase & Co
Financial Services
37,882,393 $11,143,484,723 3.55%
GOOGL
Alphabet Inc.
Communication Services
38,301,608 $11,014,010,392 3.51%
NVDA
Nvidia Corp
Technology
62,891,798 $10,968,329,569 3.50%
META
Meta Platforms, Inc.
Communication Services
14,125,738 $8,081,758,478 2.58%
LLY
ELI LILLY & Co
Healthcare
7,277,766 $6,693,870,826 2.14%
AMZN
Amazon Com Inc
Consumer Cyclical
32,102,051 $6,685,894,159 2.13%
HD
Home Depot, Inc.
Consumer Cyclical
19,541,498 $6,427,003,272 2.05%
WMT
Walmart Inc.
Consumer Defensive
41,980,282 $5,217,309,446 1.66%

Portfolio Trend

52 quarters · across all stocks

Holdings in BELFA

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Shares Held

Position Value (USD)

23 of 23 shown
Report Date Value (USD) Shares
2026-03-31 $704,580 3,910
2025-12-31 $53,433 352
2025-09-30 $425,026 3,653
2025-06-30 $18,509 206
2025-03-31 $7,854 109
2024-12-31 $5,224 58
2024-09-30 $9,744 98
2024-06-30 $14,159 175
2024-03-31 $153,373 2,166
2023-12-31 $129 2
2023-09-30 $28,281 602
2023-06-30 $96,628 1,666
2023-03-31 $63,196 1,740
2022-12-31 $57,426 1,784
2022-09-30 $35,467 1,269
2022-06-30 $12,900 600
2022-03-31 $12,621 601
2021-12-31 $9,000 600
2021-09-30 $8,801 607
2021-06-30 $8,514 600
2021-03-31 $11,178 600
2020-12-31 $7,968 600
2020-03-31 $22 3