BAM Wealth Management
MS icon

BAM Wealth Management’s Morgan Stanley MS Stock Holding History

BAM Wealth 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
Q3 		$509K Buy
2,706
+408
+18% +$86.7K 0.28% 95
2026
Q2 		$480K Buy
2,298
+506
+28% +$100K 0.3% 86
2026
Q1 		$295K Buy
1,792
+660
+58% +$114K 0.22% 114
2025
Q4 		$201K Buy
+1,132
New +$189K 0.15% 158

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

BAM Wealth Management's MS Position: Q3 2026 in Review

BAM Wealth Management increased its Morgan Stanley (MS) stake by 18% in Q3 2026, buying an estimated $86.7K and bringing the position to 2,706 shares worth $509K. The position accounts for 0.28% of the portfolio, ranked #95.

BAM Wealth Management first reported a position in MS in Q4 2025 and has held it in 4 quarters since. 1,576 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • BAM Wealth Management held 2,706 shares of Morgan Stanley worth $509K as of Q3 2026.
  • BAM Wealth Management bought 408 Morgan Stanley shares in Q3 2026, an estimated $86.7K.
  • Morgan Stanley made up 0.28% of BAM Wealth Management's portfolio in Q3 2026, its #95 holding.
  • BAM Wealth Management first reported a position in Morgan Stanley in Q4 2025 and has held it in 4 quarters since.
  • 1,576 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on BAM Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.