Axiom Investment Management’s Morgan Stanley MS Stock Holding History

Axiom 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	$230K	Buy	+1,400	New	+$242K	0.18%	96
2020 Q2	–	Sell	-7,000	Closed	-$238K	–	137
2020 Q1	$238K	Buy	+7,000	New	+$330K	0.42%	67
2019 Q3	–	Sell	-17,206	Closed	-$752K	–	352
2019 Q2	$752K	Sell	17,206 -55	-0.3%	-$2.45K	0.14%	167
2019 Q1	$725K	Sell	17,261 -19,220	-53%	-$809K	0.14%	164
2018 Q4	$1.45M	Buy	+36,481	New	+$1.59M	0.3%	79

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Axiom Investment Management opened a new position in Morgan Stanley (MS) in Q1 2026: 1,400 shares worth $230K. The stake represents 0.18% of the portfolio and ranks #96 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in MS as recently as Q1 2020.

Axiom Investment Management first reported a position in MS in Q4 2018 and has held it in 5 quarters since. The position peaked at $1.45M in Q4 2018. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Axiom Investment Management held 1,400 shares of Morgan Stanley worth $230K as of Q1 2026.
Morgan Stanley was a new Axiom Investment Management position in Q1 2026.
Morgan Stanley made up 0.18% of Axiom Investment Management's portfolio in Q1 2026, its #96 holding.
Axiom Investment Management first reported a position in Morgan Stanley in Q4 2018 and has held it in 5 quarters since.
Axiom Investment Management's Morgan Stanley position peaked at $1.45M in Q4 2018.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.