Beaumont Financial Advisors’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $339K | Buy |
2,062
+12
| +0.6% | +$2.08K | 0.02% | 278 |
|
|
2025
Q4 | $364K | Sell |
2,050
-371
| -15% | -$61.9K | 0.02% | 273 |
|
|
2025
Q3 | $385K | Sell |
2,421
-30
| -1% | -$4.43K | 0.03% | 277 |
|
|
2025
Q2 | $345K | Sell |
2,451
-20
| -0.8% | -$2.46K | 0.03% | 275 |
|
|
2025
Q1 | $288K | Buy |
2,471
+306
| +14% | +$39.4K | 0.02% | 296 |
|
|
2024
Q4 | $272K | Sell |
2,165
-25
| -1% | -$3.08K | 0.02% | 305 |
|
|
2024
Q3 | $228K | Buy |
2,190
+5
| +0.2% | +$504 | 0.02% | 319 |
|
|
2024
Q2 | $212K | Sell |
2,185
-87
| -4% | -$8.28K | 0.02% | 342 |
|
|
2024
Q1 | $214K | Sell |
2,272
-252
| -10% | -$22.2K | 0.02% | 342 |
|
|
2023
Q4 | $235K | Buy |
+2,524
| New | +$202K | 0.02% | 304 |
|
|
2022
Q1 | – | Sell |
-2,051
| Closed | -$201K | – | 375 |
|
|
2021
Q4 | $201K | Hold |
2,051
| – | – | 0.01% | 346 |
|
|
2021
Q3 | $200K | Sell |
2,051
-137
| -6% | -$13.6K | 0.02% | 347 |
|
|
2021
Q2 | $201K | Sell |
2,188
-475
| -18% | -$40.7K | 0.02% | 360 |
|
|
2021
Q1 | $207K | Buy |
+2,663
| New | +$204K | 0.02% | 326 |
|
|
2019
Q2 | – | Sell |
-10,520
| Closed | -$444K | – | 253 |
|
|
2019
Q1 | $444K | Sell |
10,520
-1,001
| -9% | -$42.1K | 0.05% | 159 |
|
|
2018
Q4 | $457K | Sell |
11,521
-485
| -4% | -$21.2K | 0.07% | 133 |
|
|
2018
Q3 | $559K | Hold |
12,006
| – | – | 0.06% | 139 |
|
|
2018
Q2 | $569K | Buy |
12,006
+2,262
| +23% | +$118K | 0.06% | 125 |
|
|
2018
Q1 | $526K | Buy |
9,744
+57
| +0.6% | +$3.15K | 0.06% | 132 |
|
|
2017
Q4 | $508K | Hold |
9,687
| – | – | 0.06% | 119 |
|
|
2017
Q3 | $467K | Hold |
9,687
| – | – | 0.06% | 122 |
|
|
2017
Q2 | $432K | Hold |
9,687
| – | – | 0.06% | 124 |
|
|
2017
Q1 | $415K | Buy |
9,687
+160
| +2% | +$7.1K | 0.06% | 131 |
|
|
2016
Q4 | $402K | Buy |
9,527
+500
| +6% | +$18.9K | 0.06% | 103 |
|
|
2016
Q3 | $289K | Hold |
9,027
| – | – | 0.05% | 121 |
|
|
2016
Q2 | $234K | Buy |
9,027
+218
| +2% | +$5.7K | 0.04% | 127 |
|
|
2016
Q1 | $314K | Buy |
8,809
+525
| +6% | +$13.4K | 0.05% | 109 |
|
|
2015
Q4 | $263K | Hold |
8,284
| – | – | 0.04% | 102 |
|
|
2015
Q3 | $321K | Hold |
8,284
| – | – | 0.05% | 107 |
|
|
2015
Q2 | $321K | Sell |
8,284
-525
| -6% | -$20K | 0.05% | 107 |
|
|
2015
Q1 | $314K | Buy |
8,809
+791
| +10% | +$28.4K | 0.01% | 127 |
|
|
2014
Q4 | $311K | Buy |
+8,018
| New | +$285K | 0.02% | 135 |
|
Other funds holding MS
VCM
VPM
Beaumont Financial Advisors's MS Position: Q1 2026 in Review
Beaumont Financial Advisors increased its Morgan Stanley (MS) stake by 0.59% in Q1 2026, buying an estimated $2.08K and bringing the position to 2,062 shares worth $339K. The position accounts for 0.02% of the portfolio, ranked #278.
Beaumont Financial Advisors first reported a position in MS in Q4 2014 and has held it in 32 quarters since. The position peaked at $569K in Q2 2018. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Beaumont Financial Advisors held 2,062 shares of Morgan Stanley worth $339K as of Q1 2026.
- Beaumont Financial Advisors bought 12 Morgan Stanley shares in Q1 2026, an estimated $2.08K.
- Morgan Stanley made up 0.02% of Beaumont Financial Advisors's portfolio in Q1 2026, its #278 holding.
- Beaumont Financial Advisors first reported a position in Morgan Stanley in Q4 2014 and has held it in 32 quarters since.
- Beaumont Financial Advisors's Morgan Stanley position peaked at $569K in Q2 2018.
- 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.