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Linscomb Wealth’s Morgan Stanley MS Stock Holding History

Linscomb Wealth’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 		$6.44M Sell
39,121
-10,267
-21% -$1.78M 0.29% 71
2025
Q4 		$8.77M Buy
49,388
+1,637
+3% +$273K 0.37% 61
2025
Q3 		$7.59M Buy
47,751
+2,966
+7% +$438K 0.33% 67
2025
Q2 		$6.31M Buy
44,785
+219
+0.5% +$26.9K 0.29% 80
2025
Q1 		$5.2M Sell
44,566
-176
-0.4% -$22.7K 0.26% 89
2024
Q4 		$5.62M Buy
44,742
+277
+0.6% +$34.1K 0.28% 83
2024
Q3 		$4.64M Sell
44,465
-235
-0.5% -$23.7K 0.23% 94
2024
Q2 		$4.34M Sell
44,700
-74
-0.2% -$7.04K 0.22% 95
2024
Q1 		$4.22M Buy
44,774
+2,754
+7% +$243K 0.22% 94
2023
Q4 		$3.92M Sell
42,020
-1,086
-3% -$86.9K 0.22% 97
2023
Q3 		$3.52M Buy
43,106
+1,692
+4% +$147K 0.21% 98
2023
Q2 		$3.54M Buy
41,414
+613
+2% +$52.4K 0.19% 99
2023
Q1 		$3.58M Buy
40,801
+2,694
+7% +$251K 0.19% 98
2022
Q4 		$3.24M Buy
38,107
+7,041
+23% +$600K 0.16% 109
2022
Q3 		$2.46M Buy
31,066
+4,697
+18% +$396K 0.15% 115
2022
Q2 		$2.01M Buy
26,369
+9,592
+57% +$786K 0.12% 122
2022
Q1 		$1.47M Buy
16,777
+13,901
+483% +$1.34M 0.07% 154
2021
Q4 		$282K Buy
+2,876
New +$286K 0.01% 289
2020
Q1 		– Sell
-5,648
Closed -$289K – 412
2019
Q4 		$289K Buy
+5,648
New +$267K 0.02% 364

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

Linscomb Wealth's MS Position: Q1 2026 in Review

Linscomb Wealth reduced its Morgan Stanley (MS) stake by 21% in Q1 2026, selling an estimated $1.78M and leaving 39,121 shares worth $6.44M. The position accounts for 0.29% of the portfolio, ranked #71.

Linscomb Wealth first reported a position in MS in Q4 2019 and has held it in 19 quarters since. The position peaked at $8.77M in Q4 2025. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Linscomb Wealth held 39,121 shares of Morgan Stanley worth $6.44M as of Q1 2026.
  • Linscomb Wealth sold 10,267 Morgan Stanley shares in Q1 2026, an estimated $1.78M.
  • Morgan Stanley made up 0.29% of Linscomb Wealth's portfolio in Q1 2026, its #71 holding.
  • Linscomb Wealth first reported a position in Morgan Stanley in Q4 2019 and has held it in 19 quarters since.
  • Linscomb Wealth's Morgan Stanley position peaked at $8.77M in Q4 2025.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Linscomb Wealth's 13F filing for Q1 2026, filed 11 May 2026.