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AMG National Trust Bank’s Morgan Stanley MS Stock Holding History

AMG National Trust Bank’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$3.06M Buy
18,586
+2,654
+17% +$459K 0.07% 174
2025
Q4 		$2.83M Buy
15,932
+1,132
+8% +$189K 0.07% 165
2025
Q3 		$2.35M Sell
14,800
-652
-4% -$96.3K 0.06% 193
2025
Q2 		$2.18M Sell
15,452
-701
-4% -$86.1K 0.06% 189
2025
Q1 		$1.88M Buy
16,153
+1,345
+9% +$173K 0.05% 202
2024
Q4 		$1.86M Buy
14,808
+536
+4% +$66K 0.05% 201
2024
Q3 		$1.49M Sell
14,272
-1,451
-9% -$146K 0.04% 239
2024
Q2 		$1.53M Buy
15,723
+1,814
+13% +$173K 0.04% 234
2024
Q1 		$1.31M Buy
13,909
+50
+0.4% +$4.4K 0.04% 253
2023
Q4 		$1.29M Buy
13,859
+510
+4% +$40.8K 0.04% 246
2023
Q3 		$1.09M Buy
13,349
+270
+2% +$23.4K 0.04% 263
2023
Q2 		$1.12M Buy
13,079
+519
+4% +$44.4K 0.04% 259
2023
Q1 		$1.1M Buy
12,560
+1,622
+15% +$151K 0.04% 268
2022
Q4 		$930K Sell
10,938
-557
-5% -$47.5K 0.03% 284
2022
Q3 		$908K Buy
11,495
+4,903
+74% +$413K 0.03% 271
2022
Q2 		$556K Sell
6,592
-5,279
-44% -$432K 0.02% 319
2022
Q1 		$1.04M Sell
11,871
-818
-6% -$78.9K 0.03% 258
2021
Q4 		$1.25M Buy
12,689
+39
+0.3% +$3.88K 0.04% 245
2021
Q3 		$1.23M Sell
12,650
-441
-3% -$43.7K 0.04% 242
2021
Q2 		$1.2M Sell
13,091
-27
-0.2% -$2.31K 0.04% 251
2021
Q1 		$1.02M Buy
13,118
+2,291
+21% +$176K 0.03% 271
2020
Q4 		$742K Sell
10,827
-69
-0.6% -$3.96K 0.03% 295
2020
Q3 		$527K Sell
10,896
-385
-3% -$19.4K 0.02% 311
2020
Q2 		$545K Buy
+11,281
New +$474K 0.02% 312
2019
Q3 		– Sell
-5,737
Closed -$251K – 254
2019
Q2 		$251K Sell
5,737
-778
-12% -$34.7K 0.02% 231
2019
Q1 		$275K Sell
6,515
-7,283
-53% -$306K 0.02% 217
2018
Q4 		$547K Buy
+13,798
New +$602K 0.04% 179

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

AMG National Trust Bank's MS Position: Q1 2026 in Review

AMG National Trust Bank increased its Morgan Stanley (MS) stake by 17% in Q1 2026, buying an estimated $459K and bringing the position to 18,586 shares worth $3.06M. The position accounts for 0.07% of the portfolio, ranked #174.

AMG National Trust Bank first reported a position in MS in Q4 2018 and has held it in 27 quarters since. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • AMG National Trust Bank held 18,586 shares of Morgan Stanley worth $3.06M as of Q1 2026.
  • AMG National Trust Bank bought 2,654 Morgan Stanley shares in Q1 2026, an estimated $459K.
  • Morgan Stanley made up 0.07% of AMG National Trust Bank's portfolio in Q1 2026, its #174 holding.
  • AMG National Trust Bank first reported a position in Morgan Stanley in Q4 2018 and has held it in 27 quarters since.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on AMG National Trust Bank's 13F filing for Q1 2026, filed 4 May 2026.