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 DY

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $11,294,903 33,336
2025-12-31 $2,160,532 6,394
2025-09-30 $7,092,102 24,308
2025-06-30 $29,944,616 122,528
2025-03-31 $4,731,985 31,062
2024-12-31 $29,500,730 169,486
2024-09-30 $8,596,713 43,616
2024-06-30 $9,967,133 59,061
2024-03-31 $82,242 573
2023-12-31 $11,094,906 96,402
2023-09-30 $23,159,491 260,219
2023-06-30 $30,106,108 264,902
2023-03-31 $28,782,011 307,336
2022-12-31 $17,080,968 182,489
2022-09-30 $13,888,815 145,387
2022-06-30 $14,745,625 158,487
2022-03-31 $10,171,098 106,772
2021-12-31 $14,320,430 152,735
2021-09-30 $6,710,235 94,192
2021-06-30 $13,012,637 174,596
2021-03-31 $3,893,014 41,928
2020-12-31 $6,627,937 87,764
2020-09-30 $3,132,965 59,314
2020-06-30 $1,993,510 48,753
2020-03-31 $876,922 34,188