Compagnie Lombard Odier SCmA’s Morgan Stanley MS Stock Holding History

Compagnie Lombard Odier SCmA’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
2018 Q4	–	Sell	-13,000	Closed	-$31K	–	589
2018 Q3	$31K	Hold	13,000	–	–	﹤0.01%	465
2018 Q2	$40K	Hold	13,000	–	–	﹤0.01%	460
2018 Q1	$94K	Buy	+13,000	New	+$720K	﹤0.01%	380
2016 Q1	–	Sell	-3,100	Closed	-$4K	–	1006
2015 Q4	$4K	Buy	+3,100	New	+$103K	﹤0.01%	901

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Compagnie Lombard Odier SCmA's MS Position: Q1 2026 in Review

Compagnie Lombard Odier SCmA reduced its Morgan Stanley (MS) stake by 2.9% in Q1 2026, selling an estimated $169K and leaving 33,121 shares worth $5.45M. The position accounts for 0.07% of the portfolio, ranked #104.

Compagnie Lombard Odier SCmA first reported a position in MS in Q4 2013 and has held it in 46 quarters since. The position peaked at $6.05M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Compagnie Lombard Odier SCmA held 33,121 shares of Morgan Stanley worth $5.45M as of Q1 2026.
Compagnie Lombard Odier SCmA sold 979 Morgan Stanley shares in Q1 2026, an estimated $169K.
Morgan Stanley made up 0.07% of Compagnie Lombard Odier SCmA's portfolio in Q1 2026, its #104 holding.
Compagnie Lombard Odier SCmA first reported a position in Morgan Stanley in Q4 2013 and has held it in 46 quarters since.
Compagnie Lombard Odier SCmA's Morgan Stanley position peaked at $6.05M in Q4 2025.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Compagnie Lombard Odier SCmA's 13F filing for Q1 2026, filed 15 Apr 2026.