Abbot Financial Management’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.84M | Sell |
17,275
-150
| -0.9% | -$26K | 1.19% | 19 |
|
|
2025
Q4 | $3.09M | Hold |
17,425
| – | – | 1.28% | 19 |
|
|
2025
Q3 | $2.77M | Sell |
17,425
-650
| -4% | -$96K | 1.18% | 22 |
|
|
2025
Q2 | $2.55M | Hold |
18,075
| – | – | 1.17% | 21 |
|
|
2025
Q1 | $2.11M | Sell |
18,075
-25
| -0.1% | -$3.22K | 1.09% | 23 |
|
|
2024
Q4 | $2.28M | Hold |
18,100
| – | – | 1.13% | 23 |
|
|
2024
Q3 | $1.89M | Hold |
18,100
| – | – | 0.95% | 30 |
|
|
2024
Q2 | $1.76M | Sell |
18,100
-50
| -0.3% | -$4.76K | 0.94% | 30 |
|
|
2024
Q1 | $1.71M | Sell |
18,150
-20
| -0.1% | -$1.76K | 0.94% | 30 |
|
|
2023
Q4 | $1.69M | Hold |
18,170
| – | – | 1.02% | 30 |
|
|
2023
Q3 | $1.48M | Sell |
18,170
-100
| -0.5% | -$8.68K | 1% | 31 |
|
|
2023
Q2 | $1.56M | Buy |
18,270
+125
| +0.7% | +$10.7K | 1% | 32 |
|
|
2023
Q1 | $1.59M | Hold |
18,145
| – | – | 1.07% | 32 |
|
|
2022
Q4 | $1.54M | Sell |
18,145
-875
| -5% | -$74.6K | 1.06% | 30 |
|
|
2022
Q3 | $1.5M | Hold |
19,020
| – | – | 1.07% | 32 |
|
|
2022
Q2 | $1.45M | Sell |
19,020
-100
| -0.5% | -$8.19K | 0.87% | 37 |
|
|
2022
Q1 | $1.67M | Sell |
19,120
-600
| -3% | -$57.9K | 0.82% | 38 |
|
|
2021
Q4 | $1.94M | Sell |
19,720
-100
| -0.5% | -$9.96K | 0.86% | 36 |
|
|
2021
Q3 | $1.93M | Sell |
19,820
-200
| -1% | -$19.8K | 0.88% | 34 |
|
|
2021
Q2 | $1.84M | Sell |
20,020
-180
| -0.9% | -$15.4K | 0.8% | 36 |
|
|
2021
Q1 | $1.57M | Hold |
20,200
| – | – | 0.71% | 39 |
|
|
2020
Q4 | $1.38M | Buy |
20,200
+439
| +2% | +$25.2K | 0.8% | 41 |
|
|
2020
Q3 | $955K | Buy |
19,761
+61
| +0.3% | +$3.07K | 0.62% | 49 |
|
|
2020
Q2 | $952K | Hold |
19,700
| – | – | 0.66% | 49 |
|
|
2020
Q1 | $670K | Hold |
19,700
| – | – | 0.55% | 56 |
|
|
2019
Q4 | $1.01M | Buy |
19,700
+200
| +1% | +$9.47K | 0.64% | 53 |
|
|
2019
Q3 | $832K | Sell |
19,500
-400
| -2% | -$17.1K | 0.59% | 57 |
|
|
2019
Q2 | $872K | Buy |
19,900
+450
| +2% | +$20.1K | 0.63% | 54 |
|
|
2019
Q1 | $821K | Buy |
19,450
+150
| +0.8% | +$6.31K | 0.64% | 58 |
|
|
2018
Q4 | $765K | Hold |
19,300
| – | – | 0.67% | 55 |
|
|
2018
Q3 | $899K | Buy |
19,300
+650
| +3% | +$31.7K | 0.67% | 57 |
|
|
2018
Q2 | $884K | Hold |
18,650
| – | – | 0.7% | 53 |
|
|
2018
Q1 | $1.01M | Sell |
18,650
-200
| -1% | -$11.1K | 0.81% | 46 |
|
|
2017
Q4 | $989K | Buy |
18,850
+250
| +1% | +$12.6K | 0.79% | 49 |
|
|
2017
Q3 | $950K | Hold |
18,600
| – | – | 0.79% | 48 |
|
|
2017
Q2 | $829K | Buy |
+18,600
| New | +$802K | 0.74% | 51 |
|
Other funds holding MS
VCM
VPM
Abbot Financial Management's MS Position: Q1 2026 in Review
Abbot Financial Management reduced its Morgan Stanley (MS) stake by 0.86% in Q1 2026, selling an estimated $26K and leaving 17,275 shares worth $2.84M. The position accounts for 1.19% of the portfolio, ranked #19.
Abbot Financial Management first reported a position in MS in Q2 2017 and has held it in 36 quarters since. The position peaked at $3.09M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Abbot Financial Management held 17,275 shares of Morgan Stanley worth $2.84M as of Q1 2026.
- Abbot Financial Management sold 150 Morgan Stanley shares in Q1 2026, an estimated $26K.
- Morgan Stanley made up 1.19% of Abbot Financial Management's portfolio in Q1 2026, its #19 holding.
- Abbot Financial Management first reported a position in Morgan Stanley in Q2 2017 and has held it in 36 quarters since.
- Abbot Financial Management's Morgan Stanley position peaked at $3.09M in Q4 2025.
- 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.