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 LGI

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $7,433,660 462,005
2025-12-31 $8,420,816 482,845
2025-09-30 $8,223,606 475,353
2025-06-30 $8,150,032 485,121
2025-03-31 $416 27
2024-12-31 $6,416,081 401,507
2024-09-30 $18 1
2024-06-30 $16 1
2024-03-31 $32 2
2023-12-31 $5,937,204 387,546
2023-09-30 $4,981,403 359,928
2023-06-30 $4,908,158 314,424
2023-03-31 $4,544,443 294,520
2022-12-31 $4,050,273 276,658
2022-09-30 $3,703,269 273,708
2022-06-30 $4,126,367 267,425
2022-03-31 $4,800,923 268,208
2021-12-31 $6,140,626 303,841
2021-09-30 $6,065,164 302,804
2021-06-30 $6,417,153 308,517
2021-03-31 $6,020,836 313,096
2020-12-31 $5,638,681 316,602
2020-09-30 $4,812,022 310,053
2020-06-30 $4,300,902 305,245
2020-03-31 $3,597,955 299,580