BWM
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BKM Wealth Management’s Morgan Stanley MS Stock Holding History

BKM Wealth 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 		$304K Hold
1,848
– – 0.11% 123
2025
Q4 		$328K Hold
1,848
– – 0.12% 120
2025
Q3 		$294K Sell
1,848
-185
-9% -$27.3K 0.11% 126
2025
Q2 		$286K Sell
2,033
-4
-0.2% -$491 0.11% 129
2025
Q1 		$238K Sell
2,037
-1
-0% -$129 0.1% 141
2024
Q4 		$256K Sell
2,038
-92
-4% -$11.3K 0.11% 143
2024
Q3 		$222K Buy
+2,130
New +$215K 0.09% 156
2024
Q2 		– Sell
-2,204
Closed -$208K – 182
2024
Q1 		$208K Buy
2,204
+127
+6% +$11.2K 0.09% 155
2023
Q4 		$194K Buy
+2,077
New +$166K 0.08% 152

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

BKM Wealth Management's MS Position: Q1 2026 in Review

BKM Wealth Management held its Morgan Stanley (MS) position steady in Q1 2026 at 1,848 shares worth $304K. The position accounts for 0.11% of the portfolio, ranked #123.

BKM Wealth Management first reported a position in MS in Q4 2023 and has held it in 9 quarters since. The position peaked at $328K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • BKM Wealth Management held 1,848 shares of Morgan Stanley worth $304K as of Q1 2026.
  • BKM Wealth Management left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.11% of BKM Wealth Management's portfolio in Q1 2026, its #123 holding.
  • BKM Wealth Management first reported a position in Morgan Stanley in Q4 2023 and has held it in 9 quarters since.
  • BKM Wealth Management's Morgan Stanley position peaked at $328K in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.