Beck Mack & Oliver’s Morgan Stanley MS Stock Holding History

Beck Mack & Oliver’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	$823K	Sell	5,000 -1,125	-18%	-$195K	0.02%	117
2025 Q4	$1.09M	Hold	6,125	–	–	0.02%	115
2025 Q3	$974K	Hold	6,125	–	–	0.02%	113
2025 Q2	$863K	Hold	6,125	–	–	0.02%	116
2025 Q1	$715K	Buy	6,125 +3,625	+145%	+$467K	0.01%	118
2024 Q4	$314K	Hold	2,500	–	–	0.01%	151
2024 Q3	$261K	Hold	2,500	–	–	0.01%	153
2024 Q2	$243K	Hold	2,500	–	–	0.01%	159
2024 Q1	$235K	Hold	2,500	–	–	﹤0.01%	160
2023 Q4	$233K	Hold	2,500	–	–	0.01%	163
2023 Q3	$204K	Hold	2,500	–	–	0.01%	159
2023 Q2	$214K	Hold	2,500	–	–	0.01%	159
2023 Q1	$220K	Hold	2,500	–	–	0.01%	158
2022 Q4	$213K	Buy	+2,500	New	+$213K	0.01%	162
2022 Q2	–	Sell	-2,500	Closed	-$219K	–	186
2022 Q1	$219K	Sell	2,500 -750	-23%	-$72.4K	0.01%	178
2021 Q4	$319K	Hold	3,250	–	–	0.01%	160
2021 Q3	$316K	Buy	3,250 +750	+30%	+$74.3K	0.01%	172
2021 Q2	$229K	Buy	+2,500	New	+$214K	0.01%	186
2018 Q2	–	Sell	-4,030	Closed	-$217K	–	229
2018 Q1	$217K	Sell	4,030 -75	-2%	-$4.15K	0.01%	211
2017 Q4	$215K	Buy	+4,105	New	+$208K	0.01%	218
2017 Q3	–	Sell	-4,535	Closed	-$202K	–	241
2017 Q2	$202K	Buy	+4,535	New	+$196K	0.01%	224

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Beck Mack & Oliver's MS Position: Q1 2026 in Review

Beck Mack & Oliver reduced its Morgan Stanley (MS) stake by 18% in Q1 2026, selling an estimated $195K and leaving 5,000 shares worth $823K. The position accounts for 0.02% of the portfolio, ranked #117.

Beck Mack & Oliver first reported a position in MS in Q2 2017 and has held it in 21 quarters since. The position peaked at $1.09M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Beck Mack & Oliver held 5,000 shares of Morgan Stanley worth $823K as of Q1 2026.
Beck Mack & Oliver sold 1,125 Morgan Stanley shares in Q1 2026, an estimated $195K.
Morgan Stanley made up 0.02% of Beck Mack & Oliver's portfolio in Q1 2026, its #117 holding.
Beck Mack & Oliver first reported a position in Morgan Stanley in Q2 2017 and has held it in 21 quarters since.
Beck Mack & Oliver's Morgan Stanley position peaked at $1.09M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Beck Mack & Oliver's 13F filing for Q1 2026, filed 12 May 2026.