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 WEYS

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Shares Held

Position Value (USD)

25 of 25 shown
Report Date Value (USD) Shares
2026-03-31 $233,099 7,273
2025-12-31 $1,149,600 37,581
2025-09-30 $231,632 7,698
2025-06-30 $303,016 9,138
2025-03-31 $81,564 2,676
2024-12-31 $99,432 2,648
2024-09-30 $113,080 3,322
2024-06-30 $54,090 1,784
2024-03-31 $263,996 8,281
2023-12-31 $33,806 1,078
2023-09-30 $481,013 18,975
2023-06-30 $182,746 6,847
2023-03-31 $144,260 5,702
2022-12-31 $79,159 3,741
2022-09-30 $65,352 3,213
2022-06-30 $110,636 4,525
2022-03-31 $45,806 1,853
2021-12-31 $35,167 1,469
2021-09-30 $53,726 2,371
2021-06-30 $60,220 2,692
2021-03-31 $51,241 2,369
2020-12-31 $106,999 6,755
2020-09-30 $41,831 2,587
2020-06-30 $89,404 4,141
2020-03-31 $79,590 3,946