Bank of America
MS icon

Bank of America’s Morgan Stanley MS Stock Holding History

Bank of America’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 		$2.69B Buy
16,326,676
+87,533
+0.5% +$15.2M 0.2% 104
2025
Q4 		$2.88B Sell
16,239,143
-602,956
-4% -$101M 0.21% 97
2025
Q3 		$2.68B Sell
16,842,099
-232,536
-1% -$34.3M 0.18% 113
2025
Q2 		$2.41B Sell
17,074,635
-4,033,904
-19% -$495M 0.18% 114
2025
Q1 		$2.46B Buy
21,108,539
+2,298,251
+12% +$296M 0.2% 108
2024
Q4 		$2.36B Sell
18,810,288
-2,017,707
-10% -$248M 0.2% 106
2024
Q3 		$2.17B Sell
20,827,995
-188,151
-0.9% -$18.9M 0.17% 123
2024
Q2 		$2.04B Sell
21,016,146
-1,717,010
-8% -$163M 0.18% 120
2024
Q1 		$2.14B Buy
22,733,156
+1,766,244
+8% +$156M 0.19% 110
2023
Q4 		$1.96B Sell
20,966,912
-2,532,703
-11% -$203M 0.2% 116
2023
Q3 		$1.92B Sell
23,499,615
-175,354
-0.7% -$15.2M 0.21% 105
2023
Q2 		$2.02B Buy
23,674,969
+1,180,790
+5% +$101M 0.21% 108
2023
Q1 		$1.97B Buy
22,494,179
+727,045
+3% +$67.9M 0.2% 115
2022
Q4 		$1.85B Sell
21,767,134
-1,435,535
-6% -$122M 0.21% 106
2022
Q3 		$1.83B Sell
23,202,669
-952,345
-4% -$80.3M 0.22% 99
2022
Q2 		$1.84B Sell
24,155,014
-1,592,879
-6% -$130M 0.21% 104
2022
Q1 		$2.25B Buy
25,747,893
+3,012,717
+13% +$291M 0.22% 91
2021
Q4 		$2.23B Sell
22,735,176
-362,177
-2% -$36.1M 0.22% 99
2021
Q3 		$2.25B Buy
23,097,353
+1,122,216
+5% +$111M 0.23% 93
2021
Q2 		$2.01B Buy
21,975,137
+45,119
+0.2% +$3.87M 0.21% 103
2021
Q1 		$1.7B Buy
21,930,018
+2,854,621
+15% +$219M 0.19% 116
2020
Q4 		$1.31B Buy
19,075,397
+2,491,010
+15% +$143M 0.17% 130
2020
Q3 		$802M Buy
16,584,387
+402,416
+2% +$20.3M 0.11% 181
2020
Q2 		$782M Buy
16,181,971
+1,264,758
+8% +$53.1M 0.12% 167
2020
Q1 		$507M Sell
14,917,213
-234,354
-2% -$11M 0.09% 218
2019
Q4 		$775M Buy
15,151,567
+1,386,871
+10% +$65.6M 0.11% 193
2019
Q3 		$587M Buy
13,764,696
+193,747
+1% +$8.28M 0.09% 229
2019
Q2 		$595M Sell
13,570,949
-449,555
-3% -$20M 0.09% 226
2019
Q1 		$592M Buy
14,020,504
+2,175,243
+18% +$91.5M 0.09% 220
2018
Q4 		$470M Sell
11,845,261
-2,604,490
-18% -$114M 0.08% 244
2018
Q3 		$673M Sell
14,449,751
-985,567
-6% -$48.1M 0.1% 201
2018
Q2 		$732M Buy
15,435,318
+2,554,591
+20% +$133M 0.12% 186
2018
Q1 		$695M Sell
12,880,727
-726,835
-5% -$40.2M 0.12% 186
2017
Q4 		$714M Sell
13,607,562
-2,905,156
-18% -$147M 0.12% 188
2017
Q3 		$795M Buy
16,512,718
+1,886,167
+13% +$87.5M 0.13% 173
2017
Q2 		$652M Sell
14,626,551
-765,939
-5% -$33M 0.13% 176
2017
Q1 		$659M Buy
15,392,490
+873,126
+6% +$38.7M 0.13% 169
2016
Q4 		$613M Buy
14,519,364
+1,148,507
+9% +$43.4M 0.13% 173
2016
Q3 		$429M Buy
13,370,857
+5,432,338
+68% +$162M 0.09% 227
2016
Q2 		$206M Buy
7,938,519
+284,528
+4% +$7.44M 0.05% 371
2016
Q1 		$191M Buy
7,653,991
+801,446
+12% +$20.5M 0.05% 388
2015
Q4 		$218M Sell
6,852,545
-1,062,764
-13% -$35.3M 0.05% 376
2015
Q3 		$249M Buy
7,915,309
+2,205,021
+39% +$80.3M 0.06% 326
2015
Q2 		$222M Buy
5,710,288
+52,841
+0.9% +$2.01M 0.07% 299
2015
Q1 		$202M Sell
5,657,447
-287,197
-5% -$10.3M 0.07% 302
2014
Q4 		$231M Buy
5,944,644
+659,323
+12% +$23.5M 0.08% 279
2014
Q3 		$183M Buy
5,285,321
+1,227,321
+30% +$40.9M 0.06% 350
2014
Q2 		$131M Sell
4,058,000
-33,202
-0.8% -$1.02M 0.04% 454
2014
Q1 		$128M Buy
4,091,202
+425,959
+12% +$13.2M 0.05% 410
2013
Q4 		$115M Buy
3,665,243
+907,466
+33% +$27M 0.04% 439
2013
Q3 		$74.3M Buy
2,757,777
+327,077
+13% +$8.78M 0.03% 549
2013
Q2 		$59.4M Buy
+2,430,700
New +$57.6M 0.03% 612

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

Bank of America's MS Position: Q1 2026 in Review

Bank of America increased its Morgan Stanley (MS) stake by 0.54% in Q1 2026, buying an estimated $15.2M and bringing the position to 16,326,676 shares worth $2.69B. The position accounts for 0.2% of the portfolio, ranked #104.

Bank of America first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.88B in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Bank of America held 16,326,676 shares of Morgan Stanley worth $2.69B as of Q1 2026.
  • Bank of America bought 87,533 Morgan Stanley shares in Q1 2026, an estimated $15.2M.
  • Morgan Stanley made up 0.2% of Bank of America's portfolio in Q1 2026, its #104 holding.
  • Bank of America first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
  • Bank of America's Morgan Stanley position peaked at $2.88B in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.