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 EXTR

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $7,349,599 487,374
2025-12-31 $1,034,747 62,147
2025-09-30 $6,375,088 308,721
2025-06-30 $1,088,757 60,655
2025-03-31 $13,939,747 1,053,647
2024-12-31 $1,174,545 70,164
2024-09-30 $21,205,795 1,410,898
2024-06-30 $34,647 2,576
2024-03-31 $2,347,674 203,438
2023-12-31 $902,197 51,145
2023-09-30 $57,104,848 2,358,730
2023-06-30 $60,779,882 2,333,201
2023-03-31 $30,871,759 1,614,632
2022-12-31 $21,928,619 1,197,631
2022-09-30 $16,059,758 1,228,750
2022-06-30 $11,958,148 1,340,600
2022-03-31 $17,063,899 1,397,535
2021-12-31 $20,176,839 1,285,149
2021-09-30 $14,147,880 1,436,333
2021-06-30 $14,061,778 1,260,016
2021-03-31 $9,196,355 1,051,012
2020-12-31 $7,606,980 1,104,061
2020-09-30 $2,867,184 713,230
2020-06-30 $3,126,006 720,278
2020-03-31 $1,519,232 491,661