LOAMS
MS icon

Lombard Odier Asset Management (Switzerland)’s Morgan Stanley MS Stock Holding History

Lombard Odier Asset Management (Switzerland)’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
2018
Q4 		– Sell
-6,000
Closed -$279K – 372
2018
Q3 		$279K Hold
6,000
– – 0.03% 298
2018
Q2 		$284K Hold
6,000
– – 0.03% 262
2018
Q1 		$324K Buy
+6,000
New +$332K 0.03% 288

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
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 $336B AUM 34.66% 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

Lombard Odier Asset Management (Switzerland)'s MS Position: Q1 2026 in Review

Lombard Odier Asset Management (Switzerland) reduced its Morgan Stanley (MS) stake by 3.5% in Q1 2026, selling an estimated $416K and leaving 65,909 shares worth $10.8M. The position accounts for 0.41% of the portfolio, ranked #51.

Lombard Odier Asset Management (Switzerland) first reported a position in MS in Q2 2014 and has held it in 42 quarters since. The position peaked at $21.3M in Q4 2017. 2,496 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Lombard Odier Asset Management (Switzerland) held 65,909 shares of Morgan Stanley worth $10.8M as of Q1 2026.
  • Lombard Odier Asset Management (Switzerland) sold 2,400 Morgan Stanley shares in Q1 2026, an estimated $416K.
  • Morgan Stanley made up 0.41% of Lombard Odier Asset Management (Switzerland)'s portfolio in Q1 2026, its #51 holding.
  • Lombard Odier Asset Management (Switzerland) first reported a position in Morgan Stanley in Q2 2014 and has held it in 42 quarters since.
  • Lombard Odier Asset Management (Switzerland)'s Morgan Stanley position peaked at $21.3M in Q4 2017.
  • 2,496 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Lombard Odier Asset Management (Switzerland)'s 13F filing for Q1 2026, filed 15 May 2026.