Capital Fund Management (CFM)
MS icon

Capital Fund Management (CFM)’s Morgan Stanley MS Stock Holding History

Capital Fund Management (CFM)’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 		$12.5M Sell
76,200
-145,200
-66% -$25.1M 0.06% 466
2025
Q4 		$39.3M Sell
221,400
-48,200
-18% -$8.04M 0.11% 250
2025
Q3 		$42.9M Sell
269,600
-183,200
-40% -$27.1M 0.11% 232
2025
Q2 		$63.8M Sell
452,800
-259,600
-36% -$31.9M 0.18% 156
2025
Q1 		$83.1M Buy
712,400
+24,900
+4% +$3.21M 0.24% 107
2024
Q4 		$86.4M Buy
687,500
+267,200
+64% +$32.9M 0.22% 112
2024
Q3 		$43.8M Buy
420,300
+175,700
+72% +$17.7M 0.12% 228
2024
Q2 		$23.8M Sell
244,600
-146,900
-38% -$14M 0.07% 361
2024
Q1 		$36.9M Sell
391,500
-202,500
-34% -$17.8M 0.11% 260
2023
Q4 		$55.4M Buy
594,000
+323,800
+120% +$25.9M 0.15% 173
2023
Q3 		$22.1M Sell
270,200
-525,500
-66% -$45.6M 0.08% 332
2023
Q2 		$68M Buy
795,700
+703,000
+758% +$60.1M 0.28% 81
2023
Q1 		$8.14M Buy
92,700
+65,400
+240% +$6.1M 0.04% 554
2022
Q4 		$2.32M Sell
27,300
-10,900
-29% -$929K 0.02% 888
2022
Q3 		$3.02M Sell
38,200
-128,700
-77% -$10.8M 0.02% 719
2022
Q2 		$12.7M Buy
166,900
+73,100
+78% +$5.99M 0.12% 239
2022
Q1 		$8.2M Sell
93,800
-222,000
-70% -$21.4M 0.07% 395
2021
Q4 		$31M Buy
315,800
+59,900
+23% +$5.97M 0.22% 104
2021
Q3 		$24.9M Sell
255,900
-8,300
-3% -$822K 0.18% 139
2021
Q2 		$24.2M Sell
264,200
-178,200
-40% -$15.3M 0.19% 124
2021
Q1 		$34.4M Sell
442,400
-25,800
-6% -$1.98M 0.38% 55
2020
Q4 		$32.1M Buy
468,200
+336,100
+254% +$19.3M 0.3% 70
2020
Q3 		$6.39M Buy
132,100
+14,200
+12% +$715K 0.08% 287
2020
Q2 		$5.69M Sell
117,900
-4,100
-3% -$172K 0.09% 278
2020
Q1 		$4.15M Buy
122,000
+112,300
+1,158% +$5.29M 0.06% 340
2019
Q4 		$496K Buy
9,700
+4,200
+76% +$199K ﹤0.01% 1394
2019
Q3 		$235K Sell
5,500
-4,900
-47% -$209K ﹤0.01% 1522
2019
Q2 		$456K Sell
10,400
-31,800
-75% -$1.42M ﹤0.01% 1248
2019
Q1 		$1.78M Sell
42,200
-24,900
-37% -$1.05M 0.02% 845
2018
Q4 		$2.66M Buy
67,100
+27,500
+69% +$1.2M 0.02% 735
2018
Q3 		$1.84M Buy
39,600
+28,100
+244% +$1.37M 0.01% 1151
2018
Q2 		$545K Sell
11,500
-169,600
-94% -$8.86M ﹤0.01% 1561
2018
Q1 		$9.77M Sell
181,100
-322,000
-64% -$17.8M 0.06% 460
2017
Q4 		$26.4M Buy
503,100
+181,500
+56% +$9.18M 0.15% 172
2017
Q3 		$15.5M Sell
321,600
-48,800
-13% -$2.26M 0.11% 229
2017
Q2 		$16.5M Sell
370,400
-268,900
-42% -$11.6M 0.13% 206
2017
Q1 		$27.4M Sell
639,300
-698,400
-52% -$31M 0.23% 125
2016
Q4 		$56.5M Buy
1,337,700
+317,200
+31% +$12M 0.49% 28
2016
Q3 		$32.7M Buy
1,020,500
+106,700
+12% +$3.18M 0.3% 84
2016
Q2 		$23.7M Sell
913,800
-161,400
-15% -$4.22M 0.22% 122
2016
Q1 		$26.9M Buy
1,075,200
+1,023,400
+1,976% +$26.1M 0.26% 94
2015
Q4 		$1.65M Buy
51,800
+43,300
+509% +$1.44M 0.02% 736
2015
Q3 		$268K Buy
+8,500
New +$309K ﹤0.01% 1239
2015
Q1 		– Sell
-54,500
Closed -$2.12M – 1632
2014
Q4 		$2.12M Buy
54,500
+100
+0.2% +$3.56K 0.03% 672
2014
Q3 		$1.88M Buy
54,400
+20,900
+62% +$696K 0.02% 702
2014
Q2 		$1.08M Sell
33,500
-62,100
-65% -$1.91M 0.01% 930
2014
Q1 		$2.98M Sell
95,600
-526,400
-85% -$16.3M 0.04% 527
2013
Q4 		$19.5M Buy
622,000
+19,700
+3% +$586K 0.24% 65
2013
Q3 		$16.2M Buy
602,300
+453,100
+304% +$12.2M 0.22% 100
2013
Q2 		$3.65M Buy
+149,200
New +$3.54M 0.06% 441

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

Capital Fund Management (CFM)'s MS Position: Q1 2026 in Review

Capital Fund Management (CFM) sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 114,545 shares — an estimated $19.8M sold.

Capital Fund Management (CFM) first reported a position in MS in Q2 2013 and held it in 36 quarters. The position peaked at $99.5M in Q2 2024. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Capital Fund Management (CFM) reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Capital Fund Management (CFM) sold 114,545 Morgan Stanley shares in Q1 2026, an estimated $19.8M.
  • Capital Fund Management (CFM) first reported a position in Morgan Stanley in Q2 2013 and held it in 36 quarters.
  • Capital Fund Management (CFM)'s Morgan Stanley position peaked at $99.5M in Q2 2024.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Capital Fund Management (CFM)'s 13F filing for Q1 2026, filed 14 May 2026.