Lord, Abbett & Co’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $354M | Sell |
2,150,577
-147,427
| -6% | -$25.5M | 1.16% | 11 |
|
|
2025
Q4 | $408M | Sell |
2,298,004
-933
| -0% | -$156K | 1.25% | 7 |
|
|
2025
Q3 | $365M | Buy |
2,298,937
+3,558
| +0.2% | +$525K | 1.09% | 10 |
|
|
2025
Q2 | $323M | Buy |
2,295,379
+438,917
| +24% | +$53.9M | 1.04% | 13 |
|
|
2025
Q1 | $217M | Sell |
1,856,462
-211,293
| -10% | -$27.2M | 0.77% | 26 |
|
|
2024
Q4 | $260M | Buy |
2,067,755
+120,503
| +6% | +$14.8M | 0.82% | 21 |
|
|
2024
Q3 | $203M | Sell |
1,947,252
-29,830
| -2% | -$3M | 0.65% | 31 |
|
|
2024
Q2 | $192M | Buy |
1,977,082
+27,504
| +1% | +$2.62M | 0.63% | 34 |
|
|
2024
Q1 | $184M | Sell |
1,949,578
-849,624
| -30% | -$74.8M | 0.59% | 38 |
|
|
2023
Q4 | $261M | Sell |
2,799,202
-316,823
| -10% | -$25.3M | 0.92% | 13 |
|
|
2023
Q3 | $254M | Sell |
3,116,025
-7,114
| -0.2% | -$618K | 0.95% | 12 |
|
|
2023
Q2 | $267M | Sell |
3,123,139
-41,540
| -1% | -$3.55M | 0.92% | 11 |
|
|
2023
Q1 | $278M | Sell |
3,164,679
-422,134
| -12% | -$39.4M | 1% | 9 |
|
|
2022
Q4 | $305M | Sell |
3,586,813
-106,422
| -3% | -$9.07M | 1.09% | 11 |
|
|
2022
Q3 | $292M | Buy |
3,693,235
+197,428
| +6% | +$16.6M | 1.07% | 11 |
|
|
2022
Q2 | $266M | Sell |
3,495,807
-491,122
| -12% | -$40.2M | 0.94% | 12 |
|
|
2022
Q1 | $348M | Buy |
3,986,929
+89,451
| +2% | +$8.63M | 0.93% | 13 |
|
|
2021
Q4 | $383M | Buy |
3,897,478
+264,685
| +7% | +$26.4M | 0.87% | 8 |
|
|
2021
Q3 | $354M | Buy |
3,632,793
+340,437
| +10% | +$33.7M | 0.85% | 5 |
|
|
2021
Q2 | $302M | Buy |
3,292,356
+234,885
| +8% | +$20.1M | 0.73% | 13 |
|
|
2021
Q1 | $237M | Buy |
3,057,471
+542,535
| +22% | +$41.6M | 0.61% | 21 |
|
|
2020
Q4 | $172M | Buy |
2,514,936
+1,206,436
| +92% | +$69.2M | 0.46% | 44 |
|
|
2020
Q3 | $63.3M | Buy |
1,308,500
+589,500
| +82% | +$29.7M | 0.2% | 154 |
|
|
2020
Q2 | $34.7M | Buy |
+719,000
| New | +$30.2M | 0.12% | 270 |
|
|
2019
Q2 | – | Sell |
-16,902
| Closed | -$713K | – | 803 |
|
|
2019
Q1 | $713K | Buy |
16,902
+4,662
| +38% | +$196K | ﹤0.01% | 700 |
|
|
2018
Q4 | $485K | Sell |
12,240
-6,982
| -36% | -$305K | ﹤0.01% | 761 |
|
|
2018
Q3 | $895K | Hold |
19,222
| – | – | ﹤0.01% | 813 |
|
|
2018
Q2 | $911K | Hold |
19,222
| – | – | ﹤0.01% | 834 |
|
|
2018
Q1 | $1.04M | Sell |
19,222
-3,240
| -14% | -$179K | ﹤0.01% | 814 |
|
|
2017
Q4 | $1.18M | Buy |
22,462
+3,891
| +21% | +$197K | ﹤0.01% | 846 |
|
|
2017
Q3 | $895K | Buy |
18,571
+388
| +2% | +$18K | ﹤0.01% | 851 |
|
|
2017
Q2 | $810K | Sell |
18,183
-27,784
| -60% | -$1.2M | ﹤0.01% | 866 |
|
|
2017
Q1 | $1.97M | Sell |
45,967
-86,993
| -65% | -$3.86M | 0.01% | 838 |
|
|
2016
Q4 | $5.62M | Buy |
132,960
+11,708
| +10% | +$443K | 0.02% | 717 |
|
|
2016
Q3 | $3.89M | Sell |
121,252
-64,216
| -35% | -$1.92M | 0.01% | 774 |
|
|
2016
Q2 | $4.82M | Buy |
185,468
+37,148
| +25% | +$971K | 0.02% | 719 |
|
|
2016
Q1 | $3.71M | Buy |
148,320
+16,830
| +13% | +$429K | 0.01% | 759 |
|
|
2015
Q4 | $4.18M | Sell |
131,490
-129,570
| -50% | -$4.31M | 0.01% | 770 |
|
|
2015
Q3 | $8.22M | Sell |
261,060
-85,825
| -25% | -$3.12M | 0.02% | 626 |
|
|
2015
Q2 | $13.5M | Buy |
346,885
+38,531
| +12% | +$1.47M | 0.04% | 583 |
|
|
2015
Q1 | $11M | Sell |
308,354
-55,449
| -15% | -$1.99M | 0.03% | 607 |
|
|
2014
Q4 | $14.1M | Sell |
363,803
-410,916
| -53% | -$14.6M | 0.04% | 542 |
|
|
2014
Q3 | $26.8M | Buy |
774,719
+414,795
| +115% | +$13.8M | 0.07% | 404 |
|
|
2014
Q2 | $11.6M | Sell |
359,924
-69,145
| -16% | -$2.13M | 0.03% | 608 |
|
|
2014
Q1 | $13.4M | Sell |
429,069
-57,485
| -12% | -$1.78M | 0.03% | 563 |
|
|
2013
Q4 | $15.3M | Sell |
486,554
-71,861
| -13% | -$2.14M | 0.03% | 592 |
|
|
2013
Q3 | $15.1M | Sell |
558,415
-2,716,776
| -83% | -$72.9M | 0.03% | 570 |
|
|
2013
Q2 | $80M | Buy |
+3,275,191
| New | +$77.7M | 0.19% | 142 |
|
Other funds holding MS
VCM
VPM
