KLCM Advisors’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
Q2 | $1.94M | Buy |
9,260
+3
| +0% | +$594 | 0.15% | 87 |
|
|
2026
Q1 | $1.52M | Buy |
9,257
+150
| +2% | +$26K | 0.13% | 92 |
|
|
2025
Q4 | $1.62M | Sell |
9,107
-1,188
| -12% | -$198K | 0.14% | 84 |
|
|
2025
Q3 | $1.64M | Buy |
10,295
+738
| +8% | +$109K | 0.16% | 69 |
|
|
2025
Q2 | $1.35M | Hold |
9,557
| – | – | 0.14% | 73 |
|
|
2025
Q1 | $1.12M | Sell |
9,557
-176
| -2% | -$22.7K | 0.13% | 78 |
|
|
2024
Q4 | $1.22M | Buy |
9,733
+915
| +10% | +$113K | 0.14% | 72 |
|
|
2024
Q3 | $919K | Buy |
8,818
+82
| +0.9% | +$8.26K | 0.11% | 83 |
|
|
2024
Q2 | $849K | Hold |
8,736
| – | – | 0.1% | 79 |
|
|
2024
Q1 | $823K | Buy |
8,736
+1,572
| +22% | +$138K | 0.11% | 81 |
|
|
2023
Q4 | $668K | Sell |
7,164
-246
| -3% | -$19.7K | 0.1% | 85 |
|
|
2023
Q3 | $605K | Buy |
7,410
+46
| +0.6% | +$3.99K | 0.11% | 77 |
|
|
2023
Q2 | $629K | Buy |
7,364
+1,383
| +23% | +$118K | 0.12% | 76 |
|
|
2023
Q1 | $525K | Buy |
5,981
+234
| +4% | +$21.8K | 0.1% | 78 |
|
|
2022
Q4 | $489K | Buy |
5,747
+1,100
| +24% | +$93.8K | 0.1% | 82 |
|
|
2022
Q3 | $367K | Hold |
4,647
| – | – | 0.09% | 86 |
|
|
2022
Q2 | $353K | Hold |
4,647
| – | – | 0.08% | 86 |
|
|
2022
Q1 | $406K | Hold |
4,647
| – | – | 0.09% | 77 |
|
|
2021
Q4 | $456K | Sell |
4,647
-131
| -3% | -$13K | 0.1% | 72 |
|
|
2021
Q3 | $465K | Hold |
4,778
| – | – | 0.1% | 71 |
|
|
2021
Q2 | $438K | Buy |
4,778
+644
| +16% | +$55.2K | 0.1% | 70 |
|
|
2021
Q1 | $321K | Hold |
4,134
| – | – | 0.07% | 81 |
|
|
2020
Q4 | $283K | Sell |
4,134
-33
| -0.8% | -$1.89K | 0.07% | 81 |
|
|
2020
Q3 | $201K | Buy |
+4,167
| New | +$210K | 0.06% | 89 |
|
|
2020
Q1 | – | Sell |
-3,999
| Closed | -$204K | – | 101 |
|
|
2019
Q4 | $204K | Buy |
+3,999
| New | +$189K | 0.05% | 95 |
|
|
2019
Q2 | – | Sell |
-5,684
| Closed | -$240K | – | 106 |
|
|
2019
Q1 | $240K | Sell |
5,684
-1,317
| -19% | -$55.4K | 0.06% | 83 |
|
|
2018
Q4 | $278K | Buy |
+7,001
| New | +$306K | 0.08% | 70 |
|
|
2018
Q2 | – | Sell |
-3,817
| Closed | -$206K | – | 97 |
|
|
2018
Q1 | $206K | Hold |
3,817
| – | – | 0.06% | 81 |
|
|
2017
Q4 | $200K | Buy |
+3,817
| New | +$193K | 0.05% | 81 |
|
Other funds holding MS
KLCM Advisors's MS Position: Q2 2026 in Review
KLCM Advisors increased its Morgan Stanley (MS) stake by 0.03% in Q2 2026, buying an estimated $594 and bringing the position to 9,260 shares worth $1.94M. The position accounts for 0.15% of the portfolio, ranked #87.
KLCM Advisors first reported a position in MS in Q4 2017 and has held it in 29 quarters since. 2,739 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- KLCM Advisors held 9,260 shares of Morgan Stanley worth $1.94M as of Q2 2026.
- KLCM Advisors bought 3 Morgan Stanley shares in Q2 2026, an estimated $594.
- Morgan Stanley made up 0.15% of KLCM Advisors's portfolio in Q2 2026, its #87 holding.
- KLCM Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 29 quarters since.
- 2,739 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on KLCM Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.