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LBP AM’s Morgan Stanley MS Stock Holding History

LBP AM’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 		$21.1M Buy
100,884
+57,746
+134% +$11.4M 0.21% 90
2026
Q1 		$7.1M Sell
43,138
-63,742
-60% -$11M 0.1% 179
2025
Q4 		$19M Buy
106,880
+39,911
+60% +$6.66M 0.22% 92
2025
Q3 		$10.6M Buy
66,969
+520
+0.8% +$76.8K 0.13% 140
2025
Q2 		$9.36M Sell
66,449
-20,233
-23% -$2.49M 0.13% 132
2025
Q1 		$10.1M Sell
86,682
-3,199
-4% -$412K 0.16% 121
2024
Q4 		$11.3M Buy
89,881
+65,836
+274% +$8.11M 0.15% 123
2024
Q3 		$2.51M Buy
24,045
+1,005
+4% +$101K 0.04% 233
2024
Q2 		$2.24M Buy
+23,040
New +$2.19M 0.09% 150
2024
Q1 		– Sell
-110,067
Closed -$10.3M – 376
2023
Q4 		$10.3M Sell
110,067
-49,315
-31% -$3.95M 0.23% 110
2023
Q3 		$13M Buy
159,382
+81,179
+104% +$7.05M 0.29% 95
2023
Q2 		$6.68M Sell
78,203
-13,150
-14% -$1.12M 0.16% 132
2023
Q1 		$8.02M Sell
91,353
-13,317
-13% -$1.24M 0.2% 104
2022
Q4 		$8.9M Buy
+104,670
New +$8.92M 0.25% 86

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

LBP AM's MS Position: Q2 2026 in Review

LBP AM increased its Morgan Stanley (MS) stake by 134% in Q2 2026, buying an estimated $11.4M and bringing the position to 100,884 shares worth $21.1M. The position accounts for 0.21% of the portfolio, ranked #90.

LBP AM first reported a position in MS in Q4 2022 and has held it in 14 quarters since. 2,735 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LBP AM held 100,884 shares of Morgan Stanley worth $21.1M as of Q2 2026.
  • LBP AM bought 57,746 Morgan Stanley shares in Q2 2026, an estimated $11.4M.
  • Morgan Stanley made up 0.21% of LBP AM's portfolio in Q2 2026, its #90 holding.
  • LBP AM first reported a position in Morgan Stanley in Q4 2022 and has held it in 14 quarters since.
  • 2,735 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LBP AM's 13F filing for Q2 2026, filed 24 Jul 2026.