Lockheed Martin Investment Management’s Morgan Stanley MS Stock Holding History

Lockheed Martin Investment Management’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	-3,100	Closed	-$362K	–	120
2025 Q1	$362K	Buy	+3,100	New	+$399K	0.01%	114
2019 Q4	–	Sell	-142,000	Closed	-$6.06M	–	75
2019 Q3	$6.06M	Sell	142,000 -47,900	-25%	-$2.05M	0.38%	49
2019 Q2	$8.32M	Buy	189,900 +94,000	+98%	+$4.19M	0.38%	70
2019 Q1	$4.05M	Buy	95,900 +81,700	+575%	+$3.44M	0.19%	66
2018 Q4	$563K	Buy	14,200 +1,200	+9%	+$52.4K	0.03%	74
2018 Q3	$605K	Buy	+13,000	New	+$635K	0.03%	66
2018 Q2	–	Sell	-74,000	Closed	-$3.99M	–	116
2018 Q1	$3.99M	Sell	74,000 -6,000	-8%	-$332K	0.17%	52
2017 Q4	$4.2M	Hold	80,000	–	–	0.19%	49
2017 Q3	$3.85M	Hold	80,000	–	–	0.2%	51
2017 Q2	$3.56M	Sell	80,000 -40,000	-33%	-$1.72M	0.2%	67
2017 Q1	$5.14M	Hold	120,000	–	–	0.29%	49
2016 Q4	$5.07M	Hold	120,000	–	–	0.42%	34
2016 Q3	$3.85M	Sell	120,000 -27,500	-19%	-$820K	0.33%	41
2016 Q2	$3.83M	Buy	147,500 +29,500	+25%	+$771K	0.38%	41
2016 Q1	$2.95M	Sell	118,000 -16,000	-12%	-$408K	0.28%	43
2015 Q4	$4.26M	Hold	134,000	–	–	0.4%	33
2015 Q3	$4.22M	Sell	134,000 -285,870	-68%	-$10.4M	0.47%	33
2015 Q2	$16.3M	Buy	419,870 +200,000	+91%	+$7.61M	0.81%	21
2015 Q1	$7.85M	Buy	219,870 +89,870	+69%	+$3.22M	0.38%	32
2014 Q4	$5.04M	Hold	130,000	–	–	0.21%	35
2014 Q3	$4.49M	Sell	130,000 -50,000	-28%	-$1.67M	0.2%	43
2014 Q2	$5.82M	Sell	180,000 -50,000	-22%	-$1.54M	0.27%	41
2014 Q1	$7.17M	Sell	230,000 -418,000	-65%	-$12.9M	0.37%	48
2013 Q4	$20.3M	Hold	648,000	–	–	1.13%	18
2013 Q3	$17.5M	Buy	+648,000	New	+$17.4M	0.99%	17

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Lockheed Martin Investment Management's MS Position: Q2 2025 in Review

Lockheed Martin Investment Management sold out of Morgan Stanley (MS) in Q2 2025, closing a stake of 3,100 shares — an estimated $362K sold.

Lockheed Martin Investment Management first reported a position in MS in Q3 2013 and held it in 25 quarters. The position peaked at $20.3M in Q4 2013. 2,207 funds tracked by Wall St. Rank hold MS as of Q2 2025.

Lockheed Martin Investment Management reported no remaining Morgan Stanley position as of Q2 2025 after selling out during the quarter.
Lockheed Martin Investment Management sold 3,100 Morgan Stanley shares in Q2 2025, an estimated $362K.
Lockheed Martin Investment Management first reported a position in Morgan Stanley in Q3 2013 and held it in 25 quarters.
Lockheed Martin Investment Management's Morgan Stanley position peaked at $20.3M in Q4 2013.
2,207 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2025.

Based on Lockheed Martin Investment Management's 13F filing for Q2 2025, filed 4 Aug 2025.