LIA
MS icon

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
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 $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

LBMC Investment Advisors's MS Position: Q1 2026 in Review

LBMC Investment Advisors increased its Morgan Stanley (MS) stake by 1.6% in Q1 2026, buying an estimated $7.44K and bringing the position to 2,807 shares worth $462K. The position accounts for 0.03% of the portfolio, ranked #155.

LBMC Investment Advisors first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $491K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • LBMC Investment Advisors held 2,807 shares of Morgan Stanley worth $462K as of Q1 2026.
  • LBMC Investment Advisors bought 43 Morgan Stanley shares in Q1 2026, an estimated $7.44K.
  • Morgan Stanley made up 0.03% of LBMC Investment Advisors's portfolio in Q1 2026, its #155 holding.
  • LBMC Investment Advisors first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • LBMC Investment Advisors's Morgan Stanley position peaked at $491K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on LBMC Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.