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 G

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $19,875,668 533,575
2025-12-31 $3,540,450 75,683
2025-09-30 $21,487,139 512,942
2025-06-30 $6,364,946 144,625
2025-03-31 $30,661,619 608,607
2024-12-31 $25,783,872 600,323
2024-09-30 $4,007,418 102,204
2024-06-30 $25,930,814 805,555
2024-03-31 $23,658,824 718,022
2023-12-31 $106,629 3,072
2023-09-30 $49,166,146 1,358,181
2023-06-30 $48,552,118 1,292,311
2023-03-31 $57,268,840 1,239,049
2022-12-31 $49,421,674 1,066,962
2022-09-30 $40,112,486 916,438
2022-06-30 $35,232,204 831,733
2022-03-31 $5,592,251 128,528
2021-12-31 $7,675,525 144,603
2021-09-30 $9,837,892 207,070
2021-06-30 $10,267,997 226,018
2021-03-31 $7,729,395 180,509
2020-12-31 $10,156,485 245,563
2020-09-30 $10,715,495 275,109
2020-06-30 $1,858,868 50,900
2020-03-31 $2,582,068 88,427