MORGAN STANLEY
Top Portfolio Positions
4,291 positions ·
$308,763,789,965 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| AAPL |
Apple Inc.
|
87,961,848 | $23,913,307,993 | 7.74% |
| SPY |
Spdr S&P 500 Etf Trust
|
28,519,065 | $19,447,720,801 | 6.30% |
| MSFT |
Microsoft Corp
|
38,928,000 | $18,826,359,358 | 6.10% |
| GOOGL |
Alphabet Inc.
|
53,006,668 | $16,591,087,084 | 5.37% |
| AVGO |
Broadcom Inc.
|
27,698,356 | $9,586,401,009 | 3.10% |
| NVDA |
Nvidia Corp
|
48,710,302 | $9,084,471,321 | 2.94% |
| TSLA |
Tesla, Inc.
|
19,770,108 | $8,891,012,966 | 2.88% |
| JPM |
Jpmorgan Chase & Co
|
19,421,710 | $6,258,063,394 | 2.03% |
| MA |
Mastercard Inc
|
10,767,138 | $6,146,743,736 | 1.99% |
| V |
Visa Inc.
|
12,069,768 | $4,232,988,333 | 1.37% |
Portfolio Trend
Holdings in LEE
Export CSVShares Held
Position Value (USD)
20 of 20 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $23,959 | 5,002 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $24,093 | 4,429 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $25,785 | 4,029 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $45,713 | 4,404 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $79,117 | 5,353 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $65,351 | 7,503 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $81,036 | 7,294 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $170,410 | 12,784 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $7,476 | 950 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $214,853 | 20,061 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $418,389 | 31,340 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $882,269 | 70,865 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,091,897 | 112,710 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $1,483,486 | 84,289 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $1,176,354 | 61,946 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $571,403 | 21,226 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $184,754 | 5,349 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $375,824 | 16,600 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $786,202 | 27,781 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $373,095 | 14,523 | Shares | Defined | 2021-05-17 | |
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