MORGAN STANLEY
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
Holdings in BUR
Shares Held
Position Value (USD)
22 of 22 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $2,030,058 | 449,128 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,161 | 915 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $30,928 | 2,586 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $33,896 | 2,377 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $13,804 | 1,045 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $1,534,334 | 120,340 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $27,814,043 | 2,097,590 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $390,090 | 29,892 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $12,728 | 797 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $78,436 | 5,028 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $6,953,282 | 496,663 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $2,246,088 | 184,408 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $3,283,725 | 296,901 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $23,667 | 2,904 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $34,762 | 4,635 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $46,242 | 4,583 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $206,949 | 22,519 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $93,213 | 8,827 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,428 | 221 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $1,039 | 100 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $28,314 | 3,146 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $12,957 | 1,340 | Shares | Defined | 2021-02-16 | |
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