CIM
MS icon

CIM Investment Management’s Morgan Stanley MS Stock Holding History

CIM Investment 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 		$1.26M Sell
7,628
-35
-0.5% -$6.06K 0.34% 51
2025
Q4 		$1.36M Hold
7,663
– – 0.36% 45
2025
Q3 		$1.22M Sell
7,663
-7,856
-51% -$1.16M 0.33% 52
2025
Q2 		$2.07M Buy
15,519
+7,746
+100% +$951K 0.39% 49
2025
Q1 		$907K Sell
7,773
-6
-0.1% -$773 0.21% 68
2024
Q4 		$978K Sell
7,779
-10
-0.1% -$1.23K 0.29% 59
2024
Q3 		$812K Sell
7,789
-193
-2% -$19.4K 0.24% 80
2024
Q2 		$776K Sell
7,982
-63
-0.8% -$6K 0.24% 85
2024
Q1 		$758K Hold
8,045
– – 0.23% 89
2023
Q4 		$750K Hold
8,045
– – 0.24% 83
2023
Q3 		$657K Sell
8,045
-184
-2% -$16K 0.24% 89
2023
Q2 		$703K Buy
8,229
+19
+0.2% +$1.63K 0.24% 89
2023
Q1 		$721K Buy
8,210
+382
+5% +$35.6K 0.27% 81
2022
Q4 		$666K Sell
7,828
-209
-3% -$17.8K 0.26% 78
2022
Q3 		$635K Hold
8,037
– – 0.28% 72
2022
Q2 		$611K Sell
8,037
-42
-0.5% -$3.44K 0.25% 89
2022
Q1 		$706K Buy
8,079
+419
+5% +$40.4K 0.24% 93
2021
Q4 		$752K Sell
7,660
-151
-2% -$15K 0.23% 91
2021
Q3 		$760K Sell
7,811
-47
-0.6% -$4.66K 0.24% 87
2021
Q2 		$721K Sell
7,858
-42
-0.5% -$3.6K 0.22% 90
2021
Q1 		$614K Sell
7,900
-8,525
-52% -$653K 0.19% 103
2020
Q4 		$1.13M Sell
16,425
-273
-2% -$15.7K 0.37% 46
2020
Q3 		$807K Sell
16,698
-181
-1% -$9.12K 0.31% 57
2020
Q2 		$815K Hold
16,879
– – 0.33% 54
2020
Q1 		$574K Buy
16,879
+602
+4% +$28.4K 0.28% 76
2019
Q4 		$832K Hold
16,277
– – 0.33% 63
2019
Q3 		$695K Sell
16,277
-1,814
-10% -$77.5K 0.26% 69
2019
Q2 		$793K Buy
18,091
+732
+4% +$32.6K 0.29% 69
2019
Q1 		$733K Hold
17,359
– – 0.28% 70
2018
Q4 		$688K Sell
17,359
-764
-4% -$33.3K 0.3% 65
2018
Q3 		$844K Buy
18,123
+9,661
+114% +$472K 0.3% 67
2018
Q2 		$401K Buy
+8,462
New +$442K 0.14% 210
2016
Q4 		– Sell
-28,911
Closed -$927K – 356
2016
Q3 		$927K Sell
28,911
-2,290
-7% -$68.3K 0.35% 63
2016
Q2 		$811K Sell
31,201
-1,370
-4% -$35.8K 0.34% 77
2016
Q1 		$815K Sell
32,571
-4,427
-12% -$113K 0.36% 77
2015
Q4 		$1.18M Hold
36,998
– – 0.54% 50
2015
Q3 		$1.17M Buy
36,998
+14,487
+64% +$527K 0.56% 48
2015
Q2 		$873K Hold
22,511
– – 0.38% 96
2015
Q1 		$803K Hold
22,511
– – 0.35% 105
2014
Q4 		$873K Hold
22,511
– – 0.4% 89
2014
Q3 		$778K Sell
22,511
-1,041
-4% -$34.7K 0.4% 104
2014
Q2 		$761K Sell
23,552
-642
-3% -$19.8K 0.38% 119
2014
Q1 		$754K Sell
24,194
-564
-2% -$17.4K 0.35% 116
2013
Q4 		$776K Buy
24,758
+1,690
+7% +$50.2K 0.4% 115
2013
Q3 		$622K Hold
23,068
– – 0.37% 115
2013
Q2 		$564K Buy
+23,068
New +$547K 0.33% 113

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

CIM Investment Management's MS Position: Q1 2026 in Review

CIM Investment Management reduced its Morgan Stanley (MS) stake by 0.46% in Q1 2026, selling an estimated $6.06K and leaving 7,628 shares worth $1.26M. The position accounts for 0.34% of the portfolio, ranked #51.

CIM Investment Management first reported a position in MS in Q2 2013 and has held it in 46 quarters since. The position peaked at $2.07M in Q2 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • CIM Investment Management held 7,628 shares of Morgan Stanley worth $1.26M as of Q1 2026.
  • CIM Investment Management sold 35 Morgan Stanley shares in Q1 2026, an estimated $6.06K.
  • Morgan Stanley made up 0.34% of CIM Investment Management's portfolio in Q1 2026, its #51 holding.
  • CIM Investment Management first reported a position in Morgan Stanley in Q2 2013 and has held it in 46 quarters since.
  • CIM Investment Management's Morgan Stanley position peaked at $2.07M in Q2 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.