Luther King Capital Management (LKCM)
MS icon

Luther King Capital Management (LKCM)’s Morgan Stanley MS Stock Holding History

Luther King Capital Management (LKCM)’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 		$2.78M Buy
16,922
+444
+3% +$76.9K 0.01% 320
2025
Q4 		$2.93M Sell
16,478
-169
-1% -$28.2K 0.01% 311
2025
Q3 		$2.65M Sell
16,647
-2,709
-14% -$400K 0.01% 316
2025
Q2 		$2.73M Buy
19,356
+1,827
+10% +$224K 0.01% 303
2025
Q1 		$2.05M Sell
17,529
-70
-0.4% -$9.02K 0.01% 318
2024
Q4 		$2.21M Sell
17,599
-639
-4% -$78.7K 0.01% 310
2024
Q3 		$1.9M Buy
18,238
+3,448
+23% +$347K 0.01% 328
2024
Q2 		$1.44M Buy
14,790
+3,116
+27% +$297K 0.01% 351
2024
Q1 		$1.1M Sell
11,674
-216
-2% -$19K 0.01% 392
2023
Q4 		$1.11M Sell
11,890
-4,860
-29% -$389K 0.01% 386
2023
Q3 		$1.37M Buy
16,750
+685
+4% +$59.5K 0.01% 354
2023
Q2 		$1.37M Buy
16,065
+160
+1% +$13.7K 0.01% 370
2023
Q1 		$1.4M Buy
15,905
+116
+0.7% +$10.8K 0.01% 346
2022
Q4 		$1.34M Sell
15,789
-339
-2% -$28.9K 0.01% 345
2022
Q3 		$1.27M Sell
16,128
-588
-4% -$49.6K 0.01% 337
2022
Q2 		$1.4M Buy
16,716
+5,580
+50% +$457K 0.01% 339
2022
Q1 		$1.1M Buy
11,136
+1,826
+20% +$176K 0.01% 380
2021
Q4 		$1.05M Buy
9,310
+981
+12% +$97.7K ﹤0.01% 406
2021
Q3 		$810K Buy
8,329
+1,670
+25% +$165K ﹤0.01% 436
2021
Q2 		$611K Buy
+6,659
New +$571K ﹤0.01% 479

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $295B AUM 31.6% 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

Luther King Capital Management (LKCM)'s MS Position: Q1 2026 in Review

Luther King Capital Management (LKCM) increased its Morgan Stanley (MS) stake by 2.7% in Q1 2026, buying an estimated $76.9K and bringing the position to 16,922 shares worth $2.78M. The position accounts for 0.01% of the portfolio, ranked #320.

Luther King Capital Management (LKCM) first reported a position in MS in Q2 2021 and has held it in 20 quarters since. The position peaked at $2.93M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Luther King Capital Management (LKCM) held 16,922 shares of Morgan Stanley worth $2.78M as of Q1 2026.
  • Luther King Capital Management (LKCM) bought 444 Morgan Stanley shares in Q1 2026, an estimated $76.9K.
  • Morgan Stanley made up 0.01% of Luther King Capital Management (LKCM)'s portfolio in Q1 2026, its #320 holding.
  • Luther King Capital Management (LKCM) first reported a position in Morgan Stanley in Q2 2021 and has held it in 20 quarters since.
  • Luther King Capital Management (LKCM)'s Morgan Stanley position peaked at $2.93M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Luther King Capital Management (LKCM)'s 13F filing for Q1 2026, filed 11 May 2026.