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 CVX

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $2,182,632,167 10,549,213
2025-12-31 $1,539,895,616 10,103,639
2025-09-30 $242,582,079 1,562,123
2025-06-30 $2,907,043 20,302
2025-03-31 $478,236,270 2,858,726
2024-12-31 $630,265,897 4,351,463
2024-09-30 $202,363,263 1,374,097
2024-06-30 $3,391,931,409 21,684,768
2024-03-31 $3,363,144,726 21,320,811
2023-12-31 $1,064,006,458 7,133,323
2023-09-30 $483,296,788 2,866,189
2023-06-30 $5,022,911,587 31,921,904
2023-03-31 $4,622,832,343 28,333,123
2022-12-31 $5,906,308,699 32,906,060
2022-09-30 $4,194,321,651 29,194,137
2022-06-30 $3,802,828,972 26,266,259
2022-03-31 $3,637,096,252 22,336,770
2021-12-31 $3,039,502,293 25,901,170
2021-09-30 $2,465,008,759 24,297,770
2021-06-30 $2,440,695,149 23,302,417
2021-03-31 $2,283,281,985 21,789,121
2020-12-31 $1,614,910,994 19,122,688
2020-09-30 $1,293,455,952 17,964,666
2020-06-30 $1,573,659,201 17,635,988
2020-03-31 $1,290,108,775 17,804,427