Bank of America
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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
2025
Q4 		– Sell
-568,600
Closed -$90.4M – 8020
2025
Q3 		$90.4M Sell
568,600
-25,000
-4% -$3.69M 0.01% 1274
2025
Q2 		$83.6M Sell
593,600
-495,100
-45% -$60.8M 0.01% 1287
2025
Q1 		$127M Sell
1,088,700
-226,400
-17% -$29.2M 0.01% 943
2024
Q4 		$165M Buy
1,315,100
+189,000
+17% +$23.3M 0.01% 764
2024
Q3 		$117M Sell
1,126,100
-233,700
-17% -$23.5M 0.01% 979
2024
Q2 		$132M Buy
1,359,800
+7,400
+0.5% +$704K 0.01% 870
2024
Q1 		$127M Buy
1,352,400
+223,300
+20% +$19.7M 0.01% 904
2023
Q4 		$105M Buy
1,129,100
+191,700
+20% +$15.3M 0.01% 943
2023
Q3 		$76.6M Sell
937,400
-313,700
-25% -$27.2M 0.01% 1027
2023
Q2 		$107M Buy
1,251,100
+140,300
+13% +$12M 0.01% 866
2023
Q1 		$97.5M Sell
1,110,800
-5,500
-0.5% -$513K 0.01% 956
2022
Q4 		$94.9M Sell
1,116,300
-33,100
-3% -$2.82M 0.01% 911
2022
Q3 		$90.8M Sell
1,149,400
-818,000
-42% -$68.9M 0.01% 901
2022
Q2 		$150M Sell
1,967,400
-727,700
-27% -$59.6M 0.02% 716
2022
Q1 		$236M Buy
2,695,100
+946,400
+54% +$91.3M 0.02% 589
2021
Q4 		$172M Buy
1,748,700
+639,400
+58% +$63.7M 0.02% 740
2021
Q3 		$108M Buy
1,109,300
+660,000
+147% +$65.4M 0.01% 913
2021
Q2 		$41.2M Buy
449,300
+182,600
+68% +$15.7M ﹤0.01% 1503
2021
Q1 		$20.7M Sell
266,700
-204,700
-43% -$15.7M ﹤0.01% 2001
2020
Q4 		$32.3M Buy
471,400
+346,300
+277% +$19.9M ﹤0.01% 1498
2020
Q3 		$6.05M Sell
125,100
-28,300
-18% -$1.43M ﹤0.01% 2726
2020
Q2 		$7.41M Buy
153,400
+25,800
+20% +$1.08M ﹤0.01% 2489
2020
Q1 		$4.34M Sell
127,600
-666,900
-84% -$31.4M ﹤0.01% 2790
2019
Q4 		$40.6M Sell
794,500
-841,800
-51% -$39.8M 0.01% 1312
2019
Q3 		$69.8M Buy
1,636,300
+742,300
+83% +$31.7M 0.01% 931
2019
Q2 		$39.2M Buy
894,000
+26,500
+3% +$1.18M 0.01% 1315
2019
Q1 		$36.6M Buy
867,500
+606,500
+232% +$25.5M 0.01% 1341
2018
Q4 		$10.3M Sell
261,000
-667,600
-72% -$29.1M ﹤0.01% 2275
2018
Q3 		$43.2M Sell
928,600
-193,900
-17% -$9.47M 0.01% 1199
2018
Q2 		$53.2M Buy
1,122,500
+696,300
+163% +$36.4M 0.01% 1048
2018
Q1 		$23M Sell
426,200
-2,059,500
-83% -$114M ﹤0.01% 1662
2017
Q4 		$130M Sell
2,485,700
-71,100
-3% -$3.6M 0.02% 624
2017
Q3 		$123M Sell
2,556,800
-671,100
-21% -$31.1M 0.02% 662
2017
Q2 		$144M Buy
3,227,900
+508,500
+19% +$21.9M 0.03% 537
2017
Q1 		$116M Buy
2,719,400
+653,800
+32% +$29M 0.02% 622
2016
Q4 		$87.3M Sell
2,065,600
-708,500
-26% -$26.8M 0.02% 717
2016
Q3 		$88.9M Buy
2,774,100
+382,500
+16% +$11.4M 0.02% 694
2016
Q2 		$62.1M Buy
2,391,600
+80,800
+3% +$2.11M 0.01% 863
2016
Q1 		$57.8M Buy
2,310,800
+123,300
+6% +$3.15M 0.01% 857
2015
Q4 		$69.6M Buy
2,187,500
+730,500
+50% +$24.3M 0.02% 826
2015
Q3 		$45.9M Sell
1,457,000
-460,600
-24% -$16.8M 0.01% 1036
2015
Q2 		$74.4M Buy
1,917,600
+913,400
+91% +$34.8M 0.02% 683
2015
Q1 		$35.8M Sell
1,004,200
-697,500
-41% -$25M 0.01% 993
2014
Q4 		$66M Sell
1,701,700
-38,300
-2% -$1.36M 0.02% 726
2014
Q3 		$60.2M Buy
1,740,000
+54,300
+3% +$1.81M 0.02% 747
2014
Q2 		$54.5M Sell
1,685,700
-162,600
-9% -$5.01M 0.02% 789
2014
Q1 		$57.6M Sell
1,848,300
-639,300
-26% -$19.8M 0.02% 701
2013
Q4 		$78M Buy
2,487,600
+223,300
+10% +$6.64M 0.03% 578
2013
Q3 		$61M Sell
2,264,300
-509,200
-18% -$13.7M 0.02% 635
2013
Q2 		$67.8M Buy
+2,773,500
New +$65.8M 0.03% 562

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. 2,491 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.
  • 2,491 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.