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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 $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

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. 2,739 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.
  • 2,739 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.