LMR Partners’s Morgan Stanley MS Stock Holding History

LMR Partners’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	$16.5M	Buy	+100,000	New	+$17.3M	0.04%	260
2025 Q2	–	Sell	-45,200	Closed	-$5.27M	–	1549
2025 Q1	$5.27M	Buy	45,200 +2,300	+5%	+$296K	0.05%	387
2024 Q4	$5.39M	Buy	42,900 +10,700	+33%	+$1.32M	0.05%	366
2024 Q3	$3.36M	Sell	32,200 -11,200	-26%	-$1.13M	0.03%	460
2024 Q2	$4.22M	Sell	43,400 -48,600	-53%	-$4.63M	0.04%	368
2024 Q1	$8.66M	Buy	92,000 +5,400	+6%	+$476K	0.09%	207
2023 Q4	$8.08M	Buy	86,600 +28,400	+49%	+$2.27M	0.09%	222
2023 Q3	$4.75M	Buy	+58,200	New	+$5.05M	0.05%	260

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

LMR Partners's MS Position: Q1 2026 in Review

LMR Partners opened a new position in Morgan Stanley (MS) in Q1 2026: 6,315 shares worth $1.04M. The stake represents ﹤0.01% of the portfolio and ranks #974 among its holdings. This is a return to the name: LMR Partners previously reported a position in MS as recently as Q1 2023.

LMR Partners first reported a position in MS in Q2 2014 and has held it in 21 quarters since. The position peaked at $2.36M in Q2 2015. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

LMR Partners held 6,315 shares of Morgan Stanley worth $1.04M as of Q1 2026.
Morgan Stanley was a new LMR Partners position in Q1 2026.
Morgan Stanley made up ﹤0.01% of LMR Partners's portfolio in Q1 2026, its #974 holding.
LMR Partners first reported a position in Morgan Stanley in Q2 2014 and has held it in 21 quarters since.
LMR Partners's Morgan Stanley position peaked at $2.36M in Q2 2015.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on LMR Partners's 13F filing for Q1 2026, filed 15 May 2026.