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LBMC Investment Advisors’s Morgan Stanley MS Stock Holding History

LBMC Investment 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
Q2 		$587K Sell
2,806
-1
-0% -$198 0.03% 145
2026
Q1 		$462K Buy
2,807
+43
+2% +$7.44K 0.03% 155
2025
Q4 		$491K Hold
2,764
– – 0.03% 143
2025
Q3 		$439K Buy
+2,764
New +$408K 0.03% 148

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LBMC Investment Advisors's MS Position: Q2 2026 in Review

LBMC Investment Advisors reduced its Morgan Stanley (MS) stake by 0.04% in Q2 2026, selling an estimated $198 and leaving 2,806 shares worth $587K. The position accounts for 0.03% of the portfolio, ranked #145.

LBMC Investment Advisors first reported a position in MS in Q3 2025 and has held it in 4 quarters since. 2,740 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LBMC Investment Advisors held 2,806 shares of Morgan Stanley worth $587K as of Q2 2026.
  • LBMC Investment Advisors sold 1 Morgan Stanley share in Q2 2026, an estimated $198.
  • Morgan Stanley made up 0.03% of LBMC Investment Advisors's portfolio in Q2 2026, its #145 holding.
  • LBMC Investment Advisors first reported a position in Morgan Stanley in Q3 2025 and has held it in 4 quarters since.
  • 2,740 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.