AIM
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Anchor Investment Management’s Morgan Stanley MS Stock Holding History

Anchor Investment Management’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 		$786K Sell
4,777
-37
-0.8% -$6.41K 0.07% 215
2025
Q4 		$855K Sell
4,814
-481
-9% -$80.2K 0.07% 213
2025
Q3 		$842K Buy
5,295
+233
+5% +$34.4K 0.07% 214
2025
Q2 		$713K Sell
5,062
-949
-16% -$117K 0.06% 220
2025
Q1 		$701K Buy
6,011
+825
+16% +$106K 0.07% 226
2024
Q4 		$652K Sell
5,186
-1,574
-23% -$194K 0.06% 225
2024
Q3 		$705K Sell
6,760
-24
-0.4% -$2.42K 0.07% 223
2024
Q2 		$659K Buy
6,784
+457
+7% +$43.5K 0.07% 209
2024
Q1 		$596K Sell
6,327
-226
-3% -$19.9K 0.06% 223
2023
Q4 		$611K Buy
6,553
+463
+8% +$37K 0.07% 214
2023
Q3 		$497K Sell
6,090
-377
-6% -$32.7K 0.06% 228
2023
Q2 		$552K Buy
6,467
+346
+6% +$29.6K 0.07% 219
2023
Q1 		$537K Buy
6,121
+2,158
+54% +$201K 0.07% 222
2022
Q4 		$337K Sell
3,963
-1,808
-31% -$154K 0.05% 267
2022
Q3 		$456K Buy
5,771
+1,288
+29% +$109K 0.07% 233
2022
Q2 		$341K Sell
4,483
-397
-8% -$32.5K 0.05% 269
2022
Q1 		$427K Sell
4,880
-150
-3% -$14.5K 0.05% 266
2021
Q4 		$494K Buy
5,030
+987
+24% +$98.3K 0.06% 248
2021
Q3 		$393K Buy
4,043
+1,000
+33% +$99.1K 0.05% 261
2021
Q2 		$279K Buy
3,043
+500
+20% +$42.9K 0.04% 312
2021
Q1 		$197K Sell
2,543
-57
-2% -$4.37K 0.03% 346
2020
Q4 		$178K Sell
2,600
-750
-22% -$43K 0.03% 316
2020
Q3 		$162K Sell
3,350
-270
-7% -$13.6K 0.03% 310
2020
Q2 		$175K Sell
3,620
-3,550
-50% -$149K 0.04% 290
2020
Q1 		$244K Sell
7,170
-400
-5% -$18.8K 0.06% 219
2019
Q4 		$387K Sell
7,570
-175
-2% -$8.28K 0.08% 199
2019
Q3 		$330K Sell
7,745
-1,585
-17% -$67.7K 0.08% 211
2019
Q2 		$409K Sell
9,330
-335
-3% -$14.9K 0.1% 194
2019
Q1 		$408K Sell
9,665
-190
-2% -$8K 0.1% 189
2018
Q4 		$391K Sell
9,855
-1,728
-15% -$75.4K 0.11% 185
2018
Q3 		$539K Sell
11,583
-225
-2% -$11K 0.12% 169
2018
Q2 		$560K Buy
11,808
+1,793
+18% +$93.7K 0.14% 163
2018
Q1 		$540K Buy
10,015
+20
+0.2% +$1.11K 0.14% 162
2017
Q4 		$524K Buy
9,995
+350
+4% +$17.7K 0.14% 163
2017
Q3 		$465K Buy
9,645
+200
+2% +$9.28K 0.14% 162
2017
Q2 		$421K Buy
9,445
+1,855
+24% +$80K 0.14% 159
2017
Q1 		$325K Buy
7,590
+800
+12% +$35.5K 0.11% 180
2016
Q4 		$287K Hold
6,790
– – 0.11% 175
2016
Q3 		$218K Sell
6,790
-325
-5% -$9.7K 0.08% 215
2016
Q2 		$185K Sell
7,115
-3,380
-32% -$88.4K 0.07% 224
2016
Q1 		$262K Buy
+10,495
New +$268K 0.11% 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

Anchor Investment Management's MS Position: Q1 2026 in Review

Anchor Investment Management reduced its Morgan Stanley (MS) stake by 0.77% in Q1 2026, selling an estimated $6.41K and leaving 4,777 shares worth $786K. The position accounts for 0.07% of the portfolio, ranked #215.

Anchor Investment Management first reported a position in MS in Q1 2016 and has held it in 41 quarters since. The position peaked at $855K in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Anchor Investment Management held 4,777 shares of Morgan Stanley worth $786K as of Q1 2026.
  • Anchor Investment Management sold 37 Morgan Stanley shares in Q1 2026, an estimated $6.41K.
  • Morgan Stanley made up 0.07% of Anchor Investment Management's portfolio in Q1 2026, its #215 holding.
  • Anchor Investment Management first reported a position in Morgan Stanley in Q1 2016 and has held it in 41 quarters since.
  • Anchor Investment Management's Morgan Stanley position peaked at $855K in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.