Brown, Lisle/Cummings’s Morgan Stanley MS Stock Holding History

Brown, Lisle/Cummings’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	$269K	Buy	1,636 +103	+7%	+$17.8K	0.07%	191
2025 Q4	$272K	Hold	1,533	–	–	0.07%	190
2025 Q3	$244K	Hold	1,533	–	–	0.06%	192
2025 Q2	$216K	Hold	1,533	–	–	0.06%	207
2025 Q1	$179K	Buy	1,533 +30	+2%	+$3.87K	0.05%	210
2024 Q4	$189K	Buy	1,503 +528	+54%	+$65K	0.06%	205
2024 Q3	$102K	Hold	975	–	–	0.03%	262
2024 Q2	$94.8K	Hold	975	–	–	0.03%	259
2024 Q1	$91.8K	Hold	975	–	–	0.03%	246
2023 Q4	$90.9K	Hold	975	–	–	0.03%	242
2023 Q3	$79.6K	Hold	975	–	–	0.04%	239
2023 Q2	$83.3K	Hold	975	–	–	0.04%	242
2023 Q1	$85.6K	Buy	975 +50	+5%	+$4.67K	0.04%	231
2022 Q4	$78.6K	Hold	925	–	–	0.04%	227
2022 Q3	$73.1K	Hold	925	–	–	0.04%	222
2022 Q2	$70.4K	Hold	925	–	–	0.04%	231
2022 Q1	$80.8K	Hold	925	–	–	0.04%	228
2021 Q4	$90.8K	Buy	+925	New	+$92.1K	0.05%	216

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

Brown, Lisle/Cummings's MS Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Morgan Stanley (MS) stake by 6.7% in Q1 2026, buying an estimated $17.8K and bringing the position to 1,636 shares worth $269K. The position accounts for 0.07% of the portfolio, ranked #191.

Brown, Lisle/Cummings first reported a position in MS in Q4 2021 and has held it in 18 quarters since. The position peaked at $272K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Brown, Lisle/Cummings held 1,636 shares of Morgan Stanley worth $269K as of Q1 2026.
Brown, Lisle/Cummings bought 103 Morgan Stanley shares in Q1 2026, an estimated $17.8K.
Morgan Stanley made up 0.07% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #191 holding.
Brown, Lisle/Cummings first reported a position in Morgan Stanley in Q4 2021 and has held it in 18 quarters since.
Brown, Lisle/Cummings's Morgan Stanley position peaked at $272K in Q4 2025.
2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.