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Chesapeake Wealth Management’s Morgan Stanley MS Stock Holding History

Chesapeake 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 		$2.11M Sell
12,831
-817
-6% -$141K 0.65% 47
2025
Q4 		$2.42M Sell
13,648
-441
-3% -$73.6K 0.72% 41
2025
Q3 		$2.24M Buy
14,089
+23
+0.2% +$3.4K 0.68% 44
2025
Q2 		$1.98M Sell
14,066
-622
-4% -$76.4K 0.66% 44
2025
Q1 		$1.71M Sell
14,688
-313
-2% -$40.3K 0.61% 50
2024
Q4 		$1.89M Sell
15,001
-159
-1% -$19.6K 0.65% 49
2024
Q3 		$1.58M Sell
15,160
-302
-2% -$30.4K 0.54% 55
2024
Q2 		$1.5M Sell
15,462
-481
-3% -$45.8K 0.55% 55
2024
Q1 		$1.5M Sell
15,943
-369
-2% -$32.5K 0.55% 55
2023
Q4 		$1.52M Buy
16,312
+87
+0.5% +$6.96K 0.59% 51
2023
Q3 		$1.33M Sell
16,225
-302
-2% -$26.2K 0.55% 54
2023
Q2 		$1.41M Buy
16,527
+282
+2% +$24.1K 0.56% 55
2023
Q1 		$1.43M Buy
16,245
+610
+4% +$56.9K 0.59% 53
2022
Q4 		$1.33M Buy
15,635
+910
+6% +$77.6K 0.58% 54
2022
Q3 		$1.16M Buy
14,725
+3,500
+31% +$295K 0.53% 54
2022
Q2 		$853K Buy
11,225
+2,684
+31% +$220K 0.36% 75
2022
Q1 		$747K Buy
8,541
+6,123
+253% +$591K 0.27% 94
2021
Q4 		$238K Hold
2,418
– – 0.08% 183
2021
Q3 		$235K Sell
2,418
-13
-0.5% -$1.29K 0.08% 187
2021
Q2 		$223K Sell
2,431
-165
-6% -$14.1K 0.07% 212
2021
Q1 		$202K Buy
+2,596
New +$199K 0.07% 217
2018
Q4 		– Sell
-6,593
Closed -$307K – 198
2018
Q3 		$307K Sell
6,593
-14,842
-69% -$725K 0.14% 146
2018
Q2 		$1.02M Sell
21,435
-816
-4% -$42.6K 0.47% 60
2018
Q1 		$1.2M Buy
+22,251
New +$1.23M 0.55% 50

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

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

Chesapeake Wealth Management reduced its Morgan Stanley (MS) stake by 6% in Q1 2026, selling an estimated $141K and leaving 12,831 shares worth $2.11M. The position accounts for 0.65% of the portfolio, ranked #47.

Chesapeake Wealth Management first reported a position in MS in Q1 2018 and has held it in 24 quarters since. The position peaked at $2.42M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Chesapeake Wealth Management held 12,831 shares of Morgan Stanley worth $2.11M as of Q1 2026.
  • Chesapeake Wealth Management sold 817 Morgan Stanley shares in Q1 2026, an estimated $141K.
  • Morgan Stanley made up 0.65% of Chesapeake Wealth Management's portfolio in Q1 2026, its #47 holding.
  • Chesapeake Wealth Management first reported a position in Morgan Stanley in Q1 2018 and has held it in 24 quarters since.
  • Chesapeake Wealth Management's Morgan Stanley position peaked at $2.42M in Q4 2025.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.