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KLCM Advisors’s Morgan Stanley MS Stock Holding History

KLCM Advisors’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 		$1.52M 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

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

KLCM Advisors's MS Position: Q1 2026 in Review

KLCM Advisors increased its Morgan Stanley (MS) stake by 1.6% in Q1 2026, buying an estimated $26K and bringing the position to 9,257 shares worth $1.52M. The position accounts for 0.13% of the portfolio, ranked #92.

KLCM Advisors first reported a position in MS in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.64M in Q3 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • KLCM Advisors held 9,257 shares of Morgan Stanley worth $1.52M as of Q1 2026.
  • KLCM Advisors bought 150 Morgan Stanley shares in Q1 2026, an estimated $26K.
  • Morgan Stanley made up 0.13% of KLCM Advisors's portfolio in Q1 2026, its #92 holding.
  • KLCM Advisors first reported a position in Morgan Stanley in Q4 2017 and has held it in 28 quarters since.
  • KLCM Advisors's Morgan Stanley position peaked at $1.64M in Q3 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on KLCM Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.