CJL
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Cyrus J. Lawrence’s Morgan Stanley MS Stock Holding History

Cyrus J. Lawrence’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
2025
Q1 		$505K Sell
4,330
-66,368
-94% -$8.55M 1.91% 25
2024
Q4 		$8.89M Sell
70,698
-411
-0.6% -$50.6K 1.72% 24
2024
Q3 		$7.41M Sell
71,109
-925
-1% -$93.2K 1.45% 34
2024
Q2 		$7M Buy
72,034
+47
+0.1% +$4.47K 1.42% 33
2024
Q1 		$6.78M Buy
+71,987
New +$6.34M 1.5% 35
2023
Q3 		$5.86M Buy
71,809
+604
+0.8% +$52.4K 1.61% 32
2023
Q2 		$6.08M Buy
71,205
+349
+0.5% +$29.8K 1.32% 31
2023
Q1 		$6.22M Sell
70,856
-316
-0.4% -$29.5K 1.81% 31
2022
Q4 		$6.05M Sell
71,172
-455
-0.6% -$38.8K 1.81% 32
2022
Q3 		$5.66M Sell
71,627
-1,100
-2% -$92.7K 1.11% 31
2022
Q2 		$5.53M Sell
72,727
-35,846
-33% -$2.94M 1.59% 31
2022
Q1 		$9.49M Buy
+108,573
New +$10.5M 2.17% 16

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Cyrus J. Lawrence's MS Position: Q1 2025 in Review

Cyrus J. Lawrence reduced its Morgan Stanley (MS) stake by 94% in Q1 2025, selling an estimated $8.55M and leaving 4,330 shares worth $505K. The position accounts for 1.91% of the portfolio, ranked #25.

Cyrus J. Lawrence first reported a position in MS in Q1 2022 and has held it in 12 quarters since. The position peaked at $9.49M in Q1 2022. 2,105 funds tracked by Wall St. Rank hold MS as of Q1 2025.

  • Cyrus J. Lawrence held 4,330 shares of Morgan Stanley worth $505K as of Q1 2025.
  • Cyrus J. Lawrence sold 66,368 Morgan Stanley shares in Q1 2025, an estimated $8.55M.
  • Morgan Stanley made up 1.91% of Cyrus J. Lawrence's portfolio in Q1 2025, its #25 holding.
  • Cyrus J. Lawrence first reported a position in Morgan Stanley in Q1 2022 and has held it in 12 quarters since.
  • Cyrus J. Lawrence's Morgan Stanley position peaked at $9.49M in Q1 2022.
  • 2,105 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2025.

Based on Cyrus J. Lawrence's 13F filing for Q1 2025, filed 15 May 2025.