MORGAN STANLEY

CIK
895421
City
NEW YORK
State / Country
NY

Top Portfolio Positions

5,189 positions · $1,239,477,352,528 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
AAPL
Apple Inc.
Technology
244,474,722 $62,045,239,682 5.01%
NVDA
Nvidia Corp
Technology
342,954,346 $59,811,237,934 4.83%
MSFT
Microsoft Corp
Technology
124,881,288 $46,227,306,365 3.73%
AMZN
Amazon Com Inc
Consumer Cyclical
173,925,856 $36,223,538,016 2.92%
GOOGL
Alphabet Inc.
Communication Services
120,955,598 $34,781,991,748 2.81%
SPY
Spdr S&P 500 ETF Trust
40,502,730 $26,340,545,421 2.13%
AVGO
Broadcom Inc.
Technology
75,935,152 $23,502,688,883 1.90%
META
Meta Platforms, Inc.
Communication Services
38,078,962 $21,786,116,518 1.76%
JPM
Jpmorgan Chase & Co
Financial Services
68,544,442 $20,163,033,047 1.63%
TSLA
Tesla, Inc.
Consumer Cyclical
39,177,400 $14,564,198,442 1.18%

Portfolio Trend

52 quarters · across all stocks

Holdings in IMO

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $213,849,616 1,634,686
2025-12-31 $161,172,096 1,867,363
2025-09-30 $55,527,978 611,946
2025-06-30 $35,761,548 449,944
2025-03-31 $2,139,008 29,577
2024-12-31 $41,828,554 679,035
2024-09-30 $5,798,105 82,301
2024-06-30 $50,537,144 740,471
2024-03-31 $40,914,932 591,855
2023-12-31 $5,833,837 102,008
2023-09-30 $64,070,411 1,040,273
2023-06-30 $72,239,194 1,412,025
2023-03-31 $55,357,949 1,089,509
2022-12-31 $124,632,662 2,557,092
2022-09-30 $57,706,425 1,333,636
2022-06-30 $24,621,993 522,649
2022-03-31 $60,627,535 1,254,709
2021-12-31 $41,579,075 1,151,775
2021-09-30 $4,582,541 145,201
2021-06-30 $23,749,816 781,244
2021-03-31 $6,753,787 279,313
2020-12-31 $3,446,216 181,094
2020-09-30 $5,781,246 483,382
2020-06-30 $2,330,845 145,224
2020-03-31 $9,514,291 844,214