GM Advisory Group’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.46M | Buy |
21,036
+48
| +0.2% | +$8.31K | 0.13% | 81 |
|
|
2025
Q4 | $3.73M | Buy |
20,988
+39
| +0.2% | +$6.5K | 0.15% | 74 |
|
|
2025
Q3 | $3.33M | Buy |
20,949
+102
| +0.5% | +$15.1K | 0.14% | 75 |
|
|
2025
Q2 | $2.94M | Buy |
20,847
+18,962
| +1,006% | +$2.33M | 0.15% | 74 |
|
|
2025
Q1 | $220K | Buy |
1,885
+125
| +7% | +$16.1K | 0.01% | 244 |
|
|
2024
Q4 | $221K | Buy |
+1,760
| New | +$217K | 0.01% | 239 |
|
|
2024
Q3 | – | Sell |
-4,850
| Closed | -$471K | – | 264 |
|
|
2024
Q2 | $471K | Buy |
4,850
+267
| +6% | +$25.4K | 0.03% | 154 |
|
|
2024
Q1 | $432K | Sell |
4,583
-969
| -17% | -$85.3K | 0.03% | 157 |
|
|
2023
Q4 | $518K | Buy |
+5,552
| New | +$444K | 0.04% | 144 |
|
|
2020
Q4 | – | Sell |
-20,560
| Closed | -$994K | – | 190 |
|
|
2020
Q3 | $994K | Hold |
20,560
| – | – | 0.15% | 64 |
|
|
2020
Q2 | $993K | Buy |
+20,560
| New | +$863K | 0.18% | 62 |
|
|
2020
Q1 | – | Sell |
-19,739
| Closed | -$1.01M | – | 136 |
|
|
2019
Q4 | $1.01M | Buy |
+19,739
| New | +$934K | 0.31% | 32 |
|
|
2019
Q3 | – | Sell |
-20,060
| Closed | -$879K | – | 116 |
|
|
2019
Q2 | $879K | Hold |
20,060
| – | – | 0.28% | 45 |
|
|
2019
Q1 | $847K | Hold |
20,060
| – | – | 0.28% | 45 |
|
|
2018
Q4 | $795K | Hold |
20,060
| – | – | 0.3% | 45 |
|
|
2018
Q3 | $934K | Hold |
20,060
| – | – | 0.29% | 50 |
|
|
2018
Q2 | $951K | Hold |
20,060
| – | – | 0.28% | 48 |
|
|
2018
Q1 | $1.08M | Hold |
20,060
| – | – | 0.33% | 43 |
|
|
2017
Q4 | $1.05M | Sell |
20,060
-100
| -0.5% | -$5.06K | 0.29% | 45 |
|
|
2017
Q3 | $971K | Hold |
20,160
| – | – | 0.3% | 43 |
|
|
2017
Q2 | $898K | Hold |
20,160
| – | – | 0.28% | 45 |
|
|
2017
Q1 | $864K | Hold |
20,160
| – | – | 0.3% | 46 |
|
|
2016
Q4 | $852K | Hold |
20,160
| – | – | 0.3% | 46 |
|
|
2016
Q3 | $646K | Buy |
20,160
+1,647
| +9% | +$49.1K | 0.24% | 40 |
|
|
2016
Q2 | $481K | Hold |
18,513
| – | – | 0.18% | 41 |
|
|
2016
Q1 | $463K | Sell |
18,513
-1,317
| -7% | -$33.6K | 0.2% | 39 |
|
|
2015
Q4 | $631K | Buy |
19,830
+1,317
| +7% | +$43.8K | 0.32% | 32 |
|
|
2015
Q3 | $583K | Hold |
18,513
| – | – | 0.3% | 25 |
|
|
2015
Q2 | $718K | Sell |
18,513
-1,287
| -7% | -$49K | 0.28% | 27 |
|
|
2015
Q1 | $707K | Buy |
19,800
+1,287
| +7% | +$46.2K | 0.29% | 29 |
|
|
2014
Q4 | $718K | Sell |
18,513
-1,287
| -7% | -$45.8K | 0.39% | 25 |
|
|
2014
Q3 | $684K | Hold |
19,800
| – | – | 0.51% | 26 |
|
|
2014
Q2 | $640K | Sell |
19,800
-800
| -4% | -$24.7K | 0.56% | 25 |
|
|
2014
Q1 | $623K | Buy |
20,600
+1,100
| +6% | +$34K | 0.48% | 28 |
|
|
2013
Q4 | $612K | Buy |
+19,500
| New | +$580K | 0.63% | 23 |
|
Other funds holding MS
VCM
VPM
GM Advisory Group's MS Position: Q1 2026 in Review
GM Advisory Group increased its Morgan Stanley (MS) stake by 0.23% in Q1 2026, buying an estimated $8.31K and bringing the position to 21,036 shares worth $3.46M. The position accounts for 0.13% of the portfolio, ranked #81.
GM Advisory Group first reported a position in MS in Q4 2013 and has held it in 35 quarters since. The position peaked at $3.73M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- GM Advisory Group held 21,036 shares of Morgan Stanley worth $3.46M as of Q1 2026.
- GM Advisory Group bought 48 Morgan Stanley shares in Q1 2026, an estimated $8.31K.
- Morgan Stanley made up 0.13% of GM Advisory Group's portfolio in Q1 2026, its #81 holding.
- GM Advisory Group first reported a position in Morgan Stanley in Q4 2013 and has held it in 35 quarters since.
- GM Advisory Group's Morgan Stanley position peaked at $3.73M in Q4 2025.
- 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on GM Advisory Group's 13F filing for Q1 2026, filed 28 Apr 2026.