MORGAN STANLEY
Top Portfolio Positions
5,189 positions ·
$1,239,477,352,528 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| 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
Holdings in USLM
Shares Held
Position Value (USD)
25 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,947,746 | 60,851 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $8,492,195 | 70,922 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $8,332,900 | 63,344 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $15,542,051 | 155,732 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $11,449,626 | 129,550 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $10,557,074 | 79,532 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $11,335,392 | 116,070 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $1,399,247 | 19,211 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $389,666 | 6,535 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $316,360 | 6,867 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $146,849 | 3,653 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $140,579 | 3,365 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $79,547 | 2,605 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $46,474 | 1,651 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $31,535 | 1,543 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $69,776 | 3,304 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $11,879 | 512 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $18,704 | 725 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $12,851 | 532 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $16,576 | 596 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $5,883 | 220 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $37,916 | 1,663 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $6,486 | 360 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $12,783 | 757 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $4,268 | 289 | Shares | Defined | 2020-05-26 | |
| No 13F history on record for this holder in this stock. | ||||||