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LM Advisors’s Morgan Stanley MS Stock Holding History

LM 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
Q2 		$1.28M Buy
6,120
+5,113
+508% +$1.01M 0.15% 93
2026
Q1 		$6.12K Sell
1,007
-79
-7% -$13.7K 0.1% 118
2025
Q4 		$6.12K Sell
1,086
-5,018
-82% -$837K 0.11% 114
2025
Q3 		$970K Hold
6,104
– – 0.14% 92
2025
Q2 		$860K Buy
6,104
+365
+6% +$44.8K 0.11% 93
2025
Q1 		$670K Buy
5,739
+18
+0.3% +$2.32K 0.12% 132
2024
Q4 		$719K Hold
5,721
– – 0.13% 111
2024
Q3 		$596K Sell
5,721
-6,000
-51% -$604K 0.12% 109
2024
Q2 		$1.14M Sell
11,721
-8,400
-42% -$800K 0.2% 77
2024
Q1 		$1.9M Sell
20,121
-3,960
-16% -$349K 0.3% 68
2023
Q4 		$2.25M Buy
+24,081
New +$1.93M 0.45% 45

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

LM Advisors's MS Position: Q2 2026 in Review

LM Advisors increased its Morgan Stanley (MS) stake by 508% in Q2 2026, buying an estimated $1.01M and bringing the position to 6,120 shares worth $1.28M. The position accounts for 0.15% of the portfolio, ranked #93.

LM Advisors first reported a position in MS in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.25M in Q4 2023. 2,725 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LM Advisors held 6,120 shares of Morgan Stanley worth $1.28M as of Q2 2026.
  • LM Advisors bought 5,113 Morgan Stanley shares in Q2 2026, an estimated $1.01M.
  • Morgan Stanley made up 0.15% of LM Advisors's portfolio in Q2 2026, its #93 holding.
  • LM Advisors first reported a position in Morgan Stanley in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Morgan Stanley position peaked at $2.25M in Q4 2023.
  • 2,725 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.