Lowe Brockenbrough & Co’s Morgan Stanley MS Stock Holding History

Lowe Brockenbrough & Co’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
2026 Q1	$14.5M	Buy	88,015 +448	+0.5%	+$77.6K	0.72%	41
2025 Q4	$15.5M	Sell	87,567 -1,149	-1%	-$192K	0.77%	39
2025 Q3	$14.1M	Buy	88,716 +277	+0.3%	+$40.9K	0.73%	40
2025 Q2	$12.5M	Sell	88,439 -1,187	-1%	-$146K	0.7%	41
2025 Q1	$10.5M	Buy	89,626 +1,234	+1%	+$159K	0.69%	48
2024 Q4	$11.1M	Sell	88,392 -811	-0.9%	-$99.9K	0.71%	43
2024 Q3	$9.3M	Sell	89,203 -13,150	-13%	-$1.32M	0.59%	54
2024 Q2	$9.95M	Sell	102,353 -302	-0.3%	-$28.7K	0.66%	48
2024 Q1	$9.67M	Buy	102,655 +15,080	+17%	+$1.33M	0.65%	50
2023 Q4	$8.17M	Sell	87,575 -13,915	-14%	-$1.11M	0.63%	48
2023 Q3	$8.29M	Buy	101,490 +604	+0.6%	+$52.4K	0.64%	52
2023 Q2	$8.62M	Buy	100,886 +1,673	+2%	+$143K	0.65%	49
2023 Q1	$8.71M	Sell	99,213 -534	-0.5%	-$49.8K	0.71%	45
2022 Q4	$8.48M	Buy	99,747 +3,224	+3%	+$275K	0.74%	46
2022 Q3	$7.63M	Sell	96,523 -9,089	-9%	-$766K	0.73%	46
2022 Q2	$8.03M	Buy	105,612 +1,720	+2%	+$141K	0.7%	46
2022 Q1	$9.08M	Buy	103,892 +3,417	+3%	+$330K	0.67%	49
2021 Q4	$9.86M	Sell	100,475 -36,533	-27%	-$3.64M	0.72%	48
2021 Q3	$13.3M	Buy	137,008 +1,522	+1%	+$151K	1.04%	27
2021 Q2	$12.4M	Buy	135,486 +2,385	+2%	+$205K	1.12%	30
2021 Q1	$10.3M	Sell	133,101 -726	-0.5%	-$55.6K	1%	33
2020 Q4	$9.17M	Buy	133,827 +2,651	+2%	+$152K	0.99%	33
2020 Q3	$6.34M	Buy	131,176 +434	+0.3%	+$21.9K	0.79%	45
2020 Q2	$6.32M	Buy	130,742 +3,566	+3%	+$150K	0.85%	40
2020 Q1	$4.32M	Buy	127,176 +955	+0.8%	+$45K	0.71%	48
2019 Q4	$6.45M	Sell	126,221 -165	-0.1%	-$7.81K	0.8%	42
2019 Q3	$5.39M	Buy	126,386 +62	+0%	+$2.65K	0.72%	50
2019 Q2	$5.53M	Buy	126,324 +3,458	+3%	+$154K	0.75%	48
2019 Q1	$5.18M	Buy	122,866 +7,452	+6%	+$314K	0.73%	48
2018 Q4	$4.58M	Buy	115,414 +735	+0.6%	+$32.1K	0.75%	46
2018 Q3	$5.34M	Buy	114,679 +1,880	+2%	+$91.8K	0.75%	46
2018 Q2	$5.35M	Buy	112,799 +595	+0.5%	+$31.1K	0.79%	45
2018 Q1	$6.05M	Sell	112,204 -2,100	-2%	-$116K	0.9%	40
2017 Q4	$6M	Sell	114,304 -1,105	-1%	-$55.9K	0.86%	40
2017 Q3	$5.56M	Sell	115,409 -685	-0.6%	-$31.8K	0.85%	41
2017 Q2	$5.17M	Buy	116,094 +233	+0.2%	+$10K	0.81%	44
2017 Q1	$4.96M	Sell	115,861 -1,195	-1%	-$53K	0.79%	44
2016 Q4	$4.95M	Buy	117,056 +1,575	+1%	+$59.6K	0.83%	43
2016 Q3	$3.7M	Sell	115,481 -1,648	-1%	-$49.2K	0.64%	55
2016 Q2	$3.04M	Sell	117,129 -5,295	-4%	-$138K	0.53%	65
2016 Q1	$3.06M	Buy	122,424 +1,565	+1%	+$39.9K	0.53%	65
2015 Q4	$3.85M	Sell	120,859 -6,025	-5%	-$200K	0.66%	55
2015 Q3	$4M	Buy	126,884 +179	+0.1%	+$6.51K	0.7%	54
2015 Q2	$4.92M	Buy	126,705 +2,350	+2%	+$89.4K	0.79%	53
2015 Q1	$4.44M	Buy	124,355 +1,140	+0.9%	+$40.9K	0.7%	56
2014 Q4	$4.78M	Buy	123,215 +40,770	+49%	+$1.45M	0.76%	49
2014 Q3	$2.85M	Buy	+82,445	New	+$2.75M	0.45%	77

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Lowe Brockenbrough & Co's MS Position: Q1 2026 in Review

Lowe Brockenbrough & Co increased its Morgan Stanley (MS) stake by 0.51% in Q1 2026, buying an estimated $77.6K and bringing the position to 88,015 shares worth $14.5M. The position accounts for 0.72% of the portfolio, ranked #41.

Lowe Brockenbrough & Co first reported a position in MS in Q3 2014 and has held it in 47 quarters since. The position peaked at $15.5M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Lowe Brockenbrough & Co held 88,015 shares of Morgan Stanley worth $14.5M as of Q1 2026.
Lowe Brockenbrough & Co bought 448 Morgan Stanley shares in Q1 2026, an estimated $77.6K.
Morgan Stanley made up 0.72% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #41 holding.
Lowe Brockenbrough & Co first reported a position in Morgan Stanley in Q3 2014 and has held it in 47 quarters since.
Lowe Brockenbrough & Co's Morgan Stanley position peaked at $15.5M in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.