LMR Partners’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.2M | Buy |
10,514
+4,199
| +66% | +$832K | 0.01% | 872 |
|
|
2026
Q1 | $1.04M | Buy |
+6,315
| New | +$1.09M | ﹤0.01% | 974 |
|
|
2023
Q2 | – | Sell |
-6,432
| Closed | -$565K | – | 1029 |
|
|
2023
Q1 | $565K | Buy |
+6,432
| New | +$600K | 0.01% | 691 |
|
|
2022
Q4 | – | Sell |
-3,602
| Closed | -$285K | – | 1210 |
|
|
2022
Q3 | $285K | Buy |
+3,602
| New | +$304K | 0.01% | 969 |
|
|
2022
Q1 | – | Sell |
-12,266
| Closed | -$1.2M | – | 1308 |
|
|
2021
Q4 | $1.2M | Buy |
+12,266
| New | +$1.22M | 0.01% | 643 |
|
|
2021
Q3 | – | Sell |
-7,544
| Closed | -$692K | – | 1125 |
|
|
2021
Q2 | $692K | Buy |
7,544
+586
| +8% | +$50.2K | 0.01% | 626 |
|
|
2021
Q1 | $540K | Buy |
+6,958
| New | +$533K | 0.01% | 608 |
|
|
2020
Q3 | – | Sell |
-19,652
| Closed | -$949K | – | 570 |
|
|
2020
Q2 | $949K | Buy |
+19,652
| New | +$825K | 0.02% | 369 |
|
|
2020
Q1 | – | Sell |
-7,132
| Closed | -$365K | – | 376 |
|
|
2019
Q4 | $365K | Buy |
+7,132
| New | +$338K | ﹤0.01% | 333 |
|
|
2019
Q2 | – | Sell |
-19,320
| Closed | -$815K | – | 532 |
|
|
2019
Q1 | $815K | Buy |
+19,320
| New | +$813K | 0.04% | 191 |
|
|
2018
Q4 | – | Sell |
-20,440
| Closed | -$952K | – | 431 |
|
|
2018
Q3 | $952K | Sell |
20,440
-4,062
| -17% | -$198K | 0.06% | 142 |
|
|
2018
Q2 | $1.16M | Sell |
24,502
-4,857
| -17% | -$254K | 0.06% | 161 |
|
|
2018
Q1 | $1.54M | Hold |
29,359
| – | – | 0.16% | 128 |
|
|
2017
Q4 | $1.54M | Sell |
29,359
-6,527
| -18% | -$330K | 0.16% | 128 |
|
|
2017
Q3 | $1.73M | Sell |
35,886
-3,464
| -9% | -$161K | 0.19% | 66 |
|
|
2017
Q2 | $1.75M | Buy |
+39,350
| New | +$1.7M | 0.11% | 195 |
|
|
2017
Q1 | – | Sell |
-50,458
| Closed | -$2.13M | – | 436 |
|
|
2016
Q4 | $2.13M | Buy |
+50,458
| New | +$1.91M | 0.33% | 60 |
|
|
2015
Q4 | – | Sell |
-32,693
| Closed | -$1.03M | – | 316 |
|
|
2015
Q3 | $1.03M | Sell |
32,693
-28,101
| -46% | -$1.02M | 0.11% | 172 |
|
|
2015
Q2 | $2.36M | Buy |
60,794
+6,578
| +12% | +$250K | 0.29% | 83 |
|
|
2015
Q1 | $1.94M | Buy |
54,216
+14,637
| +37% | +$525K | 0.27% | 101 |
|
|
2014
Q4 | $1.54M | Buy |
+39,579
| New | +$1.41M | 0.2% | 137 |
|
|
2014
Q3 | – | Sell |
-70,972
| Closed | -$2.29M | – | 430 |
|
|
2014
Q2 | $2.29M | Buy |
+70,972
| New | +$2.19M | 0.19% | 150 |
|
Other funds holding MS
LMR Partners's MS Position: Q2 2026 in Review
LMR Partners increased its Morgan Stanley (MS) stake by 66% in Q2 2026, buying an estimated $832K and bringing the position to 10,514 shares worth $2.2M. The position accounts for 0.01% of the portfolio, ranked #872.
LMR Partners first reported a position in MS in Q2 2014 and has held it in 22 quarters since. The position peaked at $2.36M in Q2 2015. 2,728 funds tracked by Wall St. Rank hold MS as of Q2 2026.
- LMR Partners held 10,514 shares of Morgan Stanley worth $2.2M as of Q2 2026.
- LMR Partners bought 4,199 Morgan Stanley shares in Q2 2026, an estimated $832K.
- Morgan Stanley made up 0.01% of LMR Partners's portfolio in Q2 2026, its #872 holding.
- LMR Partners first reported a position in Morgan Stanley in Q2 2014 and has held it in 22 quarters since.
- LMR Partners's Morgan Stanley position peaked at $2.36M in Q2 2015.
- 2,728 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.
Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.