Brown, Lisle/Cummings
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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
Q3 		$299K Hold
1,587
– – 0.07% 199
2026
Q2 		$332K Sell
1,587
-49
-3% -$9.7K 0.07% 191
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
Mitsubishi UFJ Financial Group Tokyo, Japan $70.7B AUM 18.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return

Brown, Lisle/Cummings's MS Position: Q3 2026 in Review

Brown, Lisle/Cummings held its Morgan Stanley (MS) position steady in Q3 2026 at 1,587 shares worth $299K. The position accounts for 0.07% of the portfolio, ranked #199.

Brown, Lisle/Cummings first reported a position in MS in Q4 2021 and has held it in 20 quarters since. The position peaked at $332K in Q2 2026. 2,341 funds tracked by Wall St. Rank hold MS as of Q3 2026.

  • Brown, Lisle/Cummings held 1,587 shares of Morgan Stanley worth $299K as of Q3 2026.
  • Brown, Lisle/Cummings left its Morgan Stanley share count unchanged in Q3 2026.
  • Morgan Stanley made up 0.07% of Brown, Lisle/Cummings's portfolio in Q3 2026, its #199 holding.
  • Brown, Lisle/Cummings first reported a position in Morgan Stanley in Q4 2021 and has held it in 20 quarters since.
  • Brown, Lisle/Cummings's Morgan Stanley position peaked at $332K in Q2 2026.
  • 2,341 funds tracked by Wall St. Rank held Morgan Stanley as of Q3 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q3 2026, filed 16 Oct 2026.