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Leigh Baldwin & Co’s Morgan Stanley MS Stock Holding History

Leigh Baldwin & Co’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 		$447K Sell
2,719
-303
-10% -$52.5K 0.29% 86
2025
Q4 		$536K Sell
3,022
-134
-4% -$22.4K 0.35% 69
2025
Q3 		$502K Buy
+3,156
New +$466K 0.28% 85

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

Leigh Baldwin & Co's MS Position: Q1 2026 in Review

Leigh Baldwin & Co reduced its Morgan Stanley (MS) stake by 10% in Q1 2026, selling an estimated $52.5K and leaving 2,719 shares worth $447K. The position accounts for 0.29% of the portfolio, ranked #86.

Leigh Baldwin & Co first reported a position in MS in Q3 2025 and has held it in 3 quarters since. The position peaked at $536K in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Leigh Baldwin & Co held 2,719 shares of Morgan Stanley worth $447K as of Q1 2026.
  • Leigh Baldwin & Co sold 303 Morgan Stanley shares in Q1 2026, an estimated $52.5K.
  • Morgan Stanley made up 0.29% of Leigh Baldwin & Co's portfolio in Q1 2026, its #86 holding.
  • Leigh Baldwin & Co first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • Leigh Baldwin & Co's Morgan Stanley position peaked at $536K in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Leigh Baldwin & Co's 13F filing for Q1 2026, filed 20 May 2026.