BAM
MS icon

Berkshire Asset Management’s Morgan Stanley MS Stock Holding History

Berkshire Asset 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 		$1.96M Buy
11,891
+89
+0.8% +$15.4K 0.08% 102
2025
Q4 		$2.1M Buy
11,802
+318
+3% +$53K 0.09% 100
2025
Q3 		$1.83M Hold
11,484
– – 0.08% 120
2025
Q2 		$1.62M Buy
11,484
+142
+1% +$17.4K 0.07% 120
2025
Q1 		$1.35M Sell
11,342
-111
-1% -$14.3K 0.06% 125
2024
Q4 		$1.58M Sell
11,453
-343
-3% -$42.2K 0.07% 123
2024
Q3 		$1.15M Hold
11,796
– – 0.06% 130
2024
Q2 		$1.15M Buy
11,796
+514
+5% +$48.9K 0.06% 131
2024
Q1 		$1.06M Sell
11,282
-540
-5% -$47.6K 0.06% 123
2023
Q4 		$1.1M Sell
11,822
-21
-0.2% -$1.68K 0.06% 117
2023
Q3 		$967K Hold
11,843
– – 0.06% 116
2023
Q2 		$1.01M Sell
11,843
-33
-0.3% -$2.82K 0.06% 116
2023
Q1 		$1.04M Hold
11,876
– – 0.06% 112
2022
Q4 		$1.01M Buy
11,876
+73
+0.6% +$6.22K 0.06% 99
2022
Q3 		$933K Sell
11,803
-983
-8% -$82.9K 0.07% 112
2022
Q2 		$973K Sell
12,786
-30
-0.2% -$2.46K 0.06% 114
2022
Q1 		$1.12M Buy
12,816
+58
+0.5% +$5.6K 0.07% 98
2021
Q4 		$1.25M Hold
12,758
– – 0.08% 109
2021
Q3 		$1.24M Buy
12,758
+114
+0.9% +$11.3K 0.08% 107
2021
Q2 		$1.16M Hold
12,644
– – 0.08% 113
2021
Q1 		$982K Buy
12,644
+16
+0.1% +$1.23K 0.07% 117
2020
Q4 		$865K Buy
+12,628
New +$725K 0.07% 120
2020
Q3 		– Sell
-4,232
Closed -$204K – 170
2020
Q2 		$204K Sell
4,232
-11,110
-72% -$467K 0.02% 163
2020
Q1 		$522K Buy
15,342
+11,110
+263% +$523K 0.05% 129
2019
Q4 		$216K Buy
+4,232
New +$200K 0.02% 188
2018
Q4 		– Sell
-5,174
Closed -$241K – 219
2018
Q3 		$241K Hold
5,174
– – 0.02% 204
2018
Q2 		$245K Sell
5,174
-80
-2% -$4.18K 0.02% 190
2018
Q1 		$284K Sell
5,254
-75
-1% -$4.15K 0.03% 175
2017
Q4 		$280K Buy
5,329
+479
+10% +$24.2K 0.03% 175
2017
Q3 		$234K Sell
4,850
-813
-14% -$37.7K 0.03% 178
2017
Q2 		$252K Buy
5,663
+359
+7% +$15.5K 0.03% 174
2017
Q1 		$227K Hold
5,304
– – 0.03% 181
2016
Q4 		$224K Buy
+5,304
New +$201K 0.03% 167
2016
Q2 		– Sell
-13,718
Closed -$343K – 177
2016
Q1 		$343K Buy
+13,718
New +$350K 0.05% 125
2014
Q1 		– Sell
-15,478
Closed -$485K – 162
2013
Q4 		$485K Sell
15,478
-9,378
-38% -$279K 0.09% 109
2013
Q3 		$670K Buy
24,856
+11,000
+79% +$295K 0.16% 88
2013
Q2 		$339K Buy
+13,856
New +$329K 0.09% 100

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

Berkshire Asset Management's MS Position: Q1 2026 in Review

Berkshire Asset Management increased its Morgan Stanley (MS) stake by 0.75% in Q1 2026, buying an estimated $15.4K and bringing the position to 11,891 shares worth $1.96M. The position accounts for 0.08% of the portfolio, ranked #102.

Berkshire Asset Management first reported a position in MS in Q2 2013 and has held it in 37 quarters since. The position peaked at $2.1M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Berkshire Asset Management held 11,891 shares of Morgan Stanley worth $1.96M as of Q1 2026.
  • Berkshire Asset Management bought 89 Morgan Stanley shares in Q1 2026, an estimated $15.4K.
  • Morgan Stanley made up 0.08% of Berkshire Asset Management's portfolio in Q1 2026, its #102 holding.
  • Berkshire Asset Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 37 quarters since.
  • Berkshire Asset Management's Morgan Stanley position peaked at $2.1M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.