JC
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JB Capital’s Morgan Stanley MS Stock Holding History

JB Capital’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 		$319K Buy
1,937
+47
+2% +$8.14K 0.01% 209
2025
Q4 		$336K Buy
1,890
+5
+0.3% +$834 0.01% 205
2025
Q3 		$300K Buy
1,885
+30
+2% +$4.43K 0.01% 208
2025
Q2 		$261K Buy
1,855
+68
+4% +$8.35K 0.01% 212
2025
Q1 		$209K Buy
1,787
+16
+0.9% +$2.06K 0.01% 213
2024
Q4 		$223K Sell
1,771
-172
-9% -$21.2K 0.01% 207
2024
Q3 		$202K Buy
+1,943
New +$196K 0.01% 212
2022
Q3 		– Sell
-14,640
Closed -$1.11M – 206
2022
Q2 		$1.11M Buy
14,640
+735
+5% +$60.2K 0.12% 86
2022
Q1 		$1.22M Buy
13,905
+1,031
+8% +$99.5K 0.12% 82
2021
Q4 		$1.26M Buy
12,874
+1,493
+13% +$149K 0.12% 84
2021
Q3 		$1.11M Buy
+11,381
New +$1.13M 0.14% 93

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

JB Capital's MS Position: Q1 2026 in Review

JB Capital increased its Morgan Stanley (MS) stake by 2.5% in Q1 2026, buying an estimated $8.14K and bringing the position to 1,937 shares worth $319K. The position accounts for 0.01% of the portfolio, ranked #209.

JB Capital first reported a position in MS in Q3 2021 and has held it in 11 quarters since. The position peaked at $1.26M in Q4 2021. 2,488 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • JB Capital held 1,937 shares of Morgan Stanley worth $319K as of Q1 2026.
  • JB Capital bought 47 Morgan Stanley shares in Q1 2026, an estimated $8.14K.
  • Morgan Stanley made up 0.01% of JB Capital's portfolio in Q1 2026, its #209 holding.
  • JB Capital first reported a position in Morgan Stanley in Q3 2021 and has held it in 11 quarters since.
  • JB Capital's Morgan Stanley position peaked at $1.26M in Q4 2021.
  • 2,488 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on JB Capital's 13F filing for Q1 2026, filed 27 Apr 2026.