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LCNB Corp’s Morgan Stanley MS Stock Holding History

LCNB Corp’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 		$351K Buy
2,134
+234
+12% +$40.5K 0.12% 139
2025
Q4 		$337K Hold
1,900
– – 0.11% 141
2025
Q3 		$302K Hold
1,900
– – 0.11% 148
2025
Q2 		$268K Sell
1,900
-150
-7% -$18.4K 0.09% 163
2025
Q1 		$239K Hold
2,050
– – 0.09% 174
2024
Q4 		$258K Buy
2,050
+55
+3% +$6.77K 0.09% 161
2024
Q3 		$208K Buy
+1,995
New +$201K 0.07% 181
2022
Q1 		– Sell
-2,244
Closed -$220K – 170
2021
Q4 		$220K Hold
2,244
– – 0.1% 151
2021
Q3 		$218K Hold
2,244
– – 0.11% 150
2021
Q2 		$206K Buy
+2,244
New +$192K 0.1% 153

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

LCNB Corp's MS Position: Q1 2026 in Review

LCNB Corp increased its Morgan Stanley (MS) stake by 12% in Q1 2026, buying an estimated $40.5K and bringing the position to 2,134 shares worth $351K. The position accounts for 0.12% of the portfolio, ranked #139.

LCNB Corp first reported a position in MS in Q2 2021 and has held it in 10 quarters since. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • LCNB Corp held 2,134 shares of Morgan Stanley worth $351K as of Q1 2026.
  • LCNB Corp bought 234 Morgan Stanley shares in Q1 2026, an estimated $40.5K.
  • Morgan Stanley made up 0.12% of LCNB Corp's portfolio in Q1 2026, its #139 holding.
  • LCNB Corp first reported a position in Morgan Stanley in Q2 2021 and has held it in 10 quarters since.
  • 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on LCNB Corp's 13F filing for Q1 2026, filed 11 May 2026.