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 FPI

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $1,962,060 174,716
2025-12-31 $292,172 30,152
2025-09-30 $1,974,175 181,450
2025-06-30 $435,883 37,870
2025-03-31 $4,760,858 426,983
2024-12-31 $2,271,185 193,128
2024-09-30 $72,512 6,939
2024-06-30 $2,469,783 214,205
2024-03-31 $515,983 46,485
2023-12-31 $565,593 45,320
2023-09-30 $3,842,581 374,521
2023-06-30 $4,515,218 369,797
2023-03-31 $5,104,638 477,069
2022-12-31 $1,404,977 112,759
2022-09-30 $6,664,356 525,995
2022-06-30 $6,658,334 482,488
2022-03-31 $4,507,360 327,808
2021-12-31 $3,625,845 303,418
2021-09-30 $3,425,650 285,709
2021-06-30 $3,568,932 296,177
2021-03-31 $2,843,864 253,690
2020-12-31 $2,536,311 291,530
2020-09-30 $1,970,054 295,804
2020-06-30 $2,105,690 307,400
2020-03-31 $2,115,388 348,499