Beese Fulmer Investment Management’s Morgan Stanley MS Stock Holding History

Beese Fulmer Investment Management’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	$1.39M	Buy	8,467 +176	+2%	+$30.5K	0.09%	127
2025 Q4	$1.47M	Sell	8,291 -462	-5%	-$77.1K	0.1%	120
2025 Q3	$1.39M	Buy	8,753 +10	+0.1%	+$1.48K	0.1%	123
2025 Q2	$1.23M	Hold	8,743	–	–	0.09%	130
2025 Q1	$1.02M	Sell	8,743 -965	-10%	-$124K	0.09%	122
2024 Q4	$1.22M	Hold	9,708	–	–	0.1%	113
2024 Q3	$1.01M	Hold	9,708	–	–	0.09%	121
2024 Q2	$944K	Hold	9,708	–	–	0.09%	118
2024 Q1	$914K	Sell	9,708 -1,162	-11%	-$102K	0.09%	120
2023 Q4	$1.01M	Sell	10,870 -101	-0.9%	-$8.08K	0.11%	119
2023 Q3	$896K	Hold	10,971	–	–	0.1%	119
2023 Q2	$937K	Hold	10,971	–	–	0.1%	120
2023 Q1	$963K	Sell	10,971 -1,474	-12%	-$138K	0.11%	120
2022 Q4	$1.06M	Buy	+12,445	New	+$1.06M	0.13%	118
2020 Q3	–	Sell	-136	Closed	-$7K	–	410
2020 Q2	$7K	Buy	+136	New	+$5.71K	﹤0.01%	506

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

Beese Fulmer Investment Management's MS Position: Q1 2026 in Review

Beese Fulmer Investment Management increased its Morgan Stanley (MS) stake by 2.1% in Q1 2026, buying an estimated $30.5K and bringing the position to 8,467 shares worth $1.39M. The position accounts for 0.09% of the portfolio, ranked #127.

Beese Fulmer Investment Management first reported a position in MS in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.47M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Beese Fulmer Investment Management held 8,467 shares of Morgan Stanley worth $1.39M as of Q1 2026.
Beese Fulmer Investment Management bought 176 Morgan Stanley shares in Q1 2026, an estimated $30.5K.
Morgan Stanley made up 0.09% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #127 holding.
Beese Fulmer Investment Management first reported a position in Morgan Stanley in Q2 2020 and has held it in 15 quarters since.
Beese Fulmer Investment Management's Morgan Stanley position peaked at $1.47M in Q4 2025.
2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.