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Edgar Lomax Company’s Morgan Stanley MS Stock Holding History

Edgar Lomax Company’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 		$20.7M Sell
125,975
-146,335
-54% -$25.3M 1.48% 26
2025
Q4 		$48.3M Sell
272,310
-6,200
-2% -$1.03M 3.67% 6
2025
Q3 		$44.3M Sell
278,510
-81,165
-23% -$12M 3.47% 11
2025
Q2 		$50.7M Sell
359,675
-5,750
-2% -$706K 3.2% 12
2025
Q1 		$42.6M Sell
365,425
-1,285
-0.4% -$166K 2.67% 14
2024
Q4 		$46.1M Buy
366,710
+197,165
+116% +$24.3M 2.97% 12
2024
Q3 		$17.7M Sell
169,545
-2,695
-2% -$271K 1.08% 38
2024
Q2 		$16.7M Sell
172,240
-3,015
-2% -$287K 1.08% 35
2024
Q1 		$16.5M Buy
175,255
+5,580
+3% +$491K 1.02% 36
2023
Q4 		$15.8M Sell
169,675
-6,925
-4% -$554K 1.03% 33
2023
Q3 		$14.4M Sell
176,600
-2,915
-2% -$253K 0.98% 33
2023
Q2 		$15.3M Sell
179,515
-2,460
-1% -$210K 1.01% 34
2023
Q1 		$16M Sell
181,975
-205,090
-53% -$19.1M 1.03% 35
2022
Q4 		$32.9M Sell
387,065
-3,035
-0.8% -$259K 2% 18
2022
Q3 		$30.8M Sell
390,100
-4,330
-1% -$365K 2.13% 18
2022
Q2 		$30M Buy
394,430
+10,765
+3% +$882K 1.88% 21
2022
Q1 		$33.5M Buy
383,665
+217,635
+131% +$21M 1.97% 19
2021
Q4 		$16.3M Sell
166,030
-1,615
-1% -$161K 0.98% 37
2021
Q3 		$16.3M Sell
167,645
-3,230
-2% -$320K 1.05% 33
2021
Q2 		$15.7M Sell
170,875
-6,600
-4% -$566K 0.97% 36
2021
Q1 		$13.8M Buy
177,475
+57,495
+48% +$4.41M 0.86% 37
2020
Q4 		$8.22M Sell
119,980
-2,050
-2% -$118K 0.56% 44
2020
Q3 		$5.9M Buy
122,030
+5,100
+4% +$257K 0.45% 45
2020
Q2 		$5.65M Buy
116,930
+2,455
+2% +$103K 0.45% 45
2020
Q1 		$3.89M Buy
+114,475
New +$5.39M 0.35% 51
2019
Q1 		– Sell
-390,420
Closed -$15.5M – 75
2018
Q4 		$15.5M Sell
390,420
-11,420
-3% -$498K 1.18% 28
2018
Q3 		$18.7M Sell
401,840
-14,000
-3% -$684K 1.26% 27
2018
Q2 		$19.7M Buy
415,840
+3,250
+0.8% +$170K 1.38% 26
2018
Q1 		$22.3M Buy
412,590
+176,950
+75% +$9.79M 1.6% 20
2017
Q4 		$12.4M Sell
235,640
-7,215
-3% -$365K 0.84% 39
2017
Q3 		$11.7M Sell
242,855
-20,705
-8% -$960K 0.83% 39
2017
Q2 		$11.7M Sell
263,560
-7,575
-3% -$327K 0.8% 39
2017
Q1 		$11.6M Buy
+271,135
New +$12M 0.78% 38
2016
Q1 		– Sell
-25,280
Closed -$804K – 67
2015
Q4 		$804K Sell
25,280
-571,140
-96% -$19M 0.06% 55
2015
Q3 		$18.8M Sell
596,420
-20,900
-3% -$761K 1.43% 28
2015
Q2 		$23.9M Sell
617,320
-7,925
-1% -$302K 1.61% 25
2015
Q1 		$22.3M Sell
625,245
-42,250
-6% -$1.52M 1.46% 29
2014
Q4 		$25.9M Buy
667,495
+312,920
+88% +$11.1M 1.62% 24
2014
Q3 		$12.3M Buy
354,575
+8,800
+3% +$293K 0.83% 36
2014
Q2 		$11.2M Buy
345,775
+600
+0.2% +$18.5K 0.79% 36
2014
Q1 		$10.8M Buy
345,175
+229,575
+199% +$7.09M 0.79% 36
2013
Q4 		$3.63M Buy
+115,600
New +$3.44M 0.27% 56

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

Edgar Lomax Company's MS Position: Q1 2026 in Review

Edgar Lomax Company reduced its Morgan Stanley (MS) stake by 54% in Q1 2026, selling an estimated $25.3M and leaving 125,975 shares worth $20.7M. The position accounts for 1.48% of the portfolio, ranked #26.

Edgar Lomax Company first reported a position in MS in Q4 2013 and has held it in 42 quarters since. The position peaked at $50.7M in Q2 2025. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Edgar Lomax Company held 125,975 shares of Morgan Stanley worth $20.7M as of Q1 2026.
  • Edgar Lomax Company sold 146,335 Morgan Stanley shares in Q1 2026, an estimated $25.3M.
  • Morgan Stanley made up 1.48% of Edgar Lomax Company's portfolio in Q1 2026, its #26 holding.
  • Edgar Lomax Company first reported a position in Morgan Stanley in Q4 2013 and has held it in 42 quarters since.
  • Edgar Lomax Company's Morgan Stanley position peaked at $50.7M in Q2 2025.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Edgar Lomax Company's 13F filing for Q1 2026, filed 12 May 2026.