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 CX
Shares Held
Position Value (USD)
25 of 25 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,256,330 | 983,945 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $110,070,267 | 9,579,658 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $60,297,051 | 6,707,125 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $8,085,237 | 1,166,701 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $10,032,451 | 1,788,316 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $299,653 | 53,130 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $510,429 | 83,677 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $5,419,927 | 848,189 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $7,498,581 | 832,251 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $33,262,461 | 4,291,931 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $29,389,860 | 4,521,517 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $22,156,058 | 3,129,387 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $15,959,555 | 2,885,996 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $11,140,061 | 2,750,633 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $13,111,772 | 3,822,675 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $13,334,650 | 3,401,697 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $16,154,167 | 3,053,718 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $25,865,020 | 3,814,900 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $39,948,212 | 5,571,578 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $53,765,349 | 6,400,637 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $23,409,196 | 3,358,565 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $8,122,214 | 1,571,028 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $9,142,169 | 2,405,834 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $2,707,583 | 940,133 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,203,193 | 567,544 | Shares | Defined | 2020-05-26 | |
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