GWM
MS icon

Gibbs Wealth Management’s Morgan Stanley MS Stock Holding History

Gibbs 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
Q1 		$1.82M Buy
11,088
+5,646
+104% +$977K 0.24% 78
2025
Q4 		$1.01M Sell
5,442
-302
-5% -$50.4K 0.25% 87
2025
Q3 		$913K Sell
5,744
-1,265
-18% -$187K 0.21% 116
2025
Q2 		$987K Buy
7,009
+1,392
+25% +$171K 0.19% 127
2025
Q1 		$655K Buy
5,617
+836
+17% +$108K 0.16% 150
2024
Q4 		$601K Buy
4,781
+1,013
+27% +$125K 0.16% 141
2024
Q3 		$393K Buy
3,768
+852
+29% +$85.8K 0.13% 182
2024
Q2 		$283K Buy
2,916
+633
+28% +$60.3K 0.11% 191
2024
Q1 		$215K Buy
+2,283
New +$201K 0.12% 180

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Gibbs Wealth Management's MS Position: Q1 2026 in Review

Gibbs Wealth Management increased its Morgan Stanley (MS) stake by 104% in Q1 2026, buying an estimated $977K and bringing the position to 11,088 shares worth $1.82M. The position accounts for 0.24% of the portfolio, ranked #78.

Gibbs Wealth Management first reported a position in MS in Q1 2024 and has held it in 9 quarters since. 2,503 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Gibbs Wealth Management held 11,088 shares of Morgan Stanley worth $1.82M as of Q1 2026.
  • Gibbs Wealth Management bought 5,646 Morgan Stanley shares in Q1 2026, an estimated $977K.
  • Morgan Stanley made up 0.24% of Gibbs Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Gibbs Wealth Management first reported a position in Morgan Stanley in Q1 2024 and has held it in 9 quarters since.
  • 2,503 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Gibbs Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.