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C.M. Bidwell & Associates’s Morgan Stanley MS Stock Holding History

C.M. Bidwell & Associates’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 		$281K Sell
1,705
-3
-0.2% -$519 0.13% 98
2025
Q4 		$303K Buy
+1,708
New +$285K 0.14% 92
2021
Q4 		– Sell
-34
Closed -$3K – 605
2021
Q3 		$3K Hold
34
– – ﹤0.01% 506
2021
Q2 		$3K Buy
+34
New +$2.92K ﹤0.01% 509
2019
Q1 		– Sell
-750
Closed -$30K – 450
2018
Q4 		$30K Buy
+750
New +$32.7K 0.03% 278

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

C.M. Bidwell & Associates's MS Position: Q1 2026 in Review

C.M. Bidwell & Associates reduced its Morgan Stanley (MS) stake by 0.18% in Q1 2026, selling an estimated $519 and leaving 1,705 shares worth $281K. The position accounts for 0.13% of the portfolio, ranked #98.

C.M. Bidwell & Associates first reported a position in MS in Q4 2018 and has held it in 5 quarters since. The position peaked at $303K in Q4 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • C.M. Bidwell & Associates held 1,705 shares of Morgan Stanley worth $281K as of Q1 2026.
  • C.M. Bidwell & Associates sold 3 Morgan Stanley shares in Q1 2026, an estimated $519.
  • Morgan Stanley made up 0.13% of C.M. Bidwell & Associates's portfolio in Q1 2026, its #98 holding.
  • C.M. Bidwell & Associates first reported a position in Morgan Stanley in Q4 2018 and has held it in 5 quarters since.
  • C.M. Bidwell & Associates's Morgan Stanley position peaked at $303K in Q4 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q1 2026, filed 15 May 2026.