Bank of America’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-691,300
| Closed | -$110M | – | 8019 |
|
|
2025
Q3 | $110M | Sell |
691,300
-5,800
| -0.8% | -$856K | 0.01% | 1147 |
|
|
2025
Q2 | $98.2M | Sell |
697,100
-330,600
| -32% | -$40.6M | 0.01% | 1155 |
|
|
2025
Q1 | $120M | Sell |
1,027,700
-786,800
| -43% | -$101M | 0.01% | 977 |
|
|
2024
Q4 | $228M | Buy |
1,814,500
+369,000
| +26% | +$45.4M | 0.02% | 636 |
|
|
2024
Q3 | $151M | Sell |
1,445,500
-319,500
| -18% | -$32.2M | 0.01% | 873 |
|
|
2024
Q2 | $172M | Buy |
1,765,000
+197,300
| +13% | +$18.8M | 0.02% | 743 |
|
|
2024
Q1 | $148M | Sell |
1,567,700
-1,612,500
| -51% | -$142M | 0.01% | 819 |
|
|
2023
Q4 | $297M | Buy |
3,180,200
+2,452,700
| +337% | +$196M | 0.03% | 488 |
|
|
2023
Q3 | $59.4M | Sell |
727,500
-500,700
| -41% | -$43.5M | 0.01% | 1184 |
|
|
2023
Q2 | $105M | Buy |
1,228,200
+447,100
| +57% | +$38.2M | 0.01% | 876 |
|
|
2023
Q1 | $68.6M | Sell |
781,100
-226,000
| -22% | -$21.1M | 0.01% | 1156 |
|
|
2022
Q4 | $85.6M | Sell |
1,007,100
-930,800
| -48% | -$79.3M | 0.01% | 971 |
|
|
2022
Q3 | $153M | Buy |
1,937,900
+1,302,600
| +205% | +$110M | 0.02% | 674 |
|
|
2022
Q2 | $48.3M | Buy |
635,300
+488,600
| +333% | +$40M | 0.01% | 1296 |
|
|
2022
Q1 | $12.8M | Sell |
146,700
-912,400
| -86% | -$88M | ﹤0.01% | 2616 |
|
|
2021
Q4 | $104M | Buy |
1,059,100
+923,300
| +680% | +$92M | 0.01% | 975 |
|
|
2021
Q3 | $13.2M | Sell |
135,800
-28,600
| -17% | -$2.83M | ﹤0.01% | 2562 |
|
|
2021
Q2 | $15.1M | Buy |
164,400
+98,000
| +148% | +$8.4M | ﹤0.01% | 2411 |
|
|
2021
Q1 | $5.16M | Sell |
66,400
-238,400
| -78% | -$18.3M | ﹤0.01% | 3362 |
|
|
2020
Q4 | $20.9M | Buy |
+304,800
| New | +$17.5M | ﹤0.01% | 1848 |
|
|
2020
Q3 | – | Sell |
-28,400
| Closed | -$1.37M | – | 7068 |
|
|
2020
Q2 | $1.37M | Buy |
+28,400
| New | +$1.19M | ﹤0.01% | 3892 |
|
|
2020
Q1 | – | Sell |
-268,000
| Closed | -$13.7M | – | 7095 |
|
|
2019
Q4 | $13.7M | Sell |
268,000
-24,700
| -8% | -$1.17M | ﹤0.01% | 2241 |
|
|
2019
Q3 | $12.5M | Sell |
292,700
-355,400
| -55% | -$15.2M | ﹤0.01% | 2281 |
|
|
2019
Q2 | $28.4M | Sell |
648,100
-42,500
| -6% | -$1.9M | ﹤0.01% | 1543 |
|
|
2019
Q1 | $29.1M | Buy |
690,600
+162,200
| +31% | +$6.83M | ﹤0.01% | 1526 |
|
|
2018
Q4 | $21M | Buy |
528,400
+153,800
| +41% | +$6.71M | ﹤0.01% | 1636 |
|
|
2018
Q3 | $17.4M | Sell |
374,600
-245,100
| -40% | -$12M | ﹤0.01% | 1953 |
|
|
2018
Q2 | $29.4M | Buy |
619,700
+473,900
| +325% | +$24.8M | ﹤0.01% | 1502 |
|
|
2018
Q1 | $7.87M | Sell |
145,800
-418,500
| -74% | -$23.2M | ﹤0.01% | 2642 |
|
|
2017
Q4 | $29.6M | Sell |
564,300
-45,900
| -8% | -$2.32M | 0.01% | 1469 |
|
|
2017
Q3 | $29.4M | Buy |
610,200
+174,200
| +40% | +$8.08M | ﹤0.01% | 1551 |
|
|
2017
Q2 | $19.4M | Sell |
436,000
-923,800
| -68% | -$39.8M | ﹤0.01% | 1771 |
|
|
2017
Q1 | $58.3M | Sell |
1,359,800
-350,700
| -21% | -$15.6M | 0.01% | 959 |
|
|
2016
Q4 | $72.3M | Buy |
1,710,500
+546,700
| +47% | +$20.7M | 0.02% | 818 |
|
|
2016
Q3 | $37.3M | Buy |
1,163,800
+67,100
| +6% | +$2M | 0.01% | 1170 |
|
|
2016
Q2 | $28.5M | Sell |
1,096,700
-412,000
| -27% | -$10.8M | 0.01% | 1343 |
|
|
2016
Q1 | $37.7M | Buy |
1,508,700
+874,300
| +138% | +$22.3M | 0.01% | 1102 |
|
|
2015
Q4 | $20.2M | Buy |
634,400
+106,200
| +20% | +$3.53M | ﹤0.01% | 1631 |
|
|
2015
Q3 | $16.6M | Sell |
528,200
-241,600
| -31% | -$8.79M | ﹤0.01% | 1763 |
|
|
2015
Q2 | $29.9M | Buy |
769,800
+320,800
| +71% | +$12.2M | 0.01% | 1128 |
|
|
2015
Q1 | $16M | Sell |
449,000
-137,300
| -23% | -$4.93M | 0.01% | 1519 |
|
|
2014
Q4 | $22.7M | Sell |
586,300
-45,000
| -7% | -$1.6M | 0.01% | 1297 |
|
|
2014
Q3 | $21.8M | Sell |
631,300
-205,700
| -25% | -$6.85M | 0.01% | 1342 |
|
|
2014
Q2 | $27.1M | Sell |
837,000
-298,700
| -26% | -$9.21M | 0.01% | 1189 |
|
|
2014
Q1 | $35.4M | Sell |
1,135,700
-526,600
| -32% | -$16.3M | 0.01% | 930 |
|
|
2013
Q4 | $52.1M | Sell |
1,662,300
-105,600
| -6% | -$3.14M | 0.02% | 756 |
|
|
2013
Q3 | $47.6M | Sell |
1,767,900
-932,400
| -35% | -$25M | 0.02% | 759 |
|
|
2013
Q2 | $66M | Buy |
+2,700,300
| New | +$64M | 0.03% | 571 |
|
Other funds holding MS
VCM
VPM
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. 2,495 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.
- 2,495 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.