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 ETR

Export CSV

Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $113,685,172 1,011,794
2025-12-31 $984,512,220 10,651,436
2025-09-30 $161,113,858 1,728,875
2025-06-30 $2,079,412 25,017
2025-03-31 $191,060,916 2,234,892
2024-12-31 $143,213,590 1,888,863
2024-09-30 $11,830,487 179,781
2024-06-30 $7,799,551 145,786
2024-03-31 $18,815,371 356,082
2023-12-31 $47,686,697 942,518
2023-09-30 $68,790,397 1,487,360
2023-06-30 $86,498,830 1,776,704
2023-03-31 $13,791,363 256,012
2022-12-31 $79,427,021 1,412,036
2022-09-30 $91,770,276 1,823,915
2022-06-30 $99,479,812 1,766,332
2022-03-31 $58,803,643 1,007,343
2021-12-31 $46,734,539 829,730
2021-09-30 $50,684,790 1,020,739
2021-06-30 $36,847,221 739,162
2021-03-31 $32,064,896 644,715
2020-12-31 $36,927,119 739,726
2020-09-30 $23,740,356 481,891
2020-06-30 $15,199,049 324,039
2020-03-31 $18,902,065 402,300