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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
Q2 		$2.64M Sell
12,612
-219
-2% -$43.4K 0.74% 41
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 $78.8B AUM 48.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Chesapeake Wealth Management's MS Position: Q2 2026 in Review

Chesapeake Wealth Management reduced its Morgan Stanley (MS) stake by 1.7% in Q2 2026, selling an estimated $43.4K and leaving 12,612 shares worth $2.64M. The position accounts for 0.74% of the portfolio, ranked #41.

Chesapeake Wealth Management first reported a position in MS in Q1 2018 and has held it in 25 quarters since. 2,734 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Chesapeake Wealth Management held 12,612 shares of Morgan Stanley worth $2.64M as of Q2 2026.
  • Chesapeake Wealth Management sold 219 Morgan Stanley shares in Q2 2026, an estimated $43.4K.
  • Morgan Stanley made up 0.74% of Chesapeake Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Chesapeake Wealth Management first reported a position in Morgan Stanley in Q1 2018 and has held it in 25 quarters since.
  • 2,734 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Chesapeake Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.