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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
2025
Q2 		– Sell
-55,800
Closed -$6.51M – 1550
2025
Q1 		$6.51M Buy
55,800
+8,200
+17% +$1.06M 0.06% 340
2024
Q4 		$5.98M Buy
47,600
+2,000
+4% +$246K 0.05% 350
2024
Q3 		$4.75M Buy
45,600
+11,200
+33% +$1.13M 0.04% 381
2024
Q2 		$3.34M Sell
34,400
-77,900
-69% -$7.42M 0.03% 421
2024
Q1 		$10.6M Buy
112,300
+72,400
+181% +$6.38M 0.11% 179
2023
Q4 		$3.72M Sell
39,900
-28,400
-42% -$2.27M 0.04% 373
2023
Q3 		$5.58M Buy
+68,300
New +$5.93M 0.06% 239

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

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.