LCM
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LVM Capital Management’s Morgan Stanley MS Stock Holding History

LVM Capital 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
2026
Q2 		$39.7M Sell
190,045
-1,419
-0.7% -$281K 3.33% 9
2026
Q1 		$31.5M Sell
191,464
-1,279
-0.7% -$221K 2.97% 9
2025
Q4 		$34.2M Sell
192,743
-4,373
-2% -$729K 3.18% 7
2025
Q3 		$31.3M Buy
197,116
+1,750
+0.9% +$258K 3.01% 7
2025
Q2 		$27.5M Sell
195,366
-1,807
-0.9% -$222K 2.85% 7
2025
Q1 		$23M Buy
197,173
+1,164
+0.6% +$150K 2.56% 12
2024
Q4 		$24.6M Sell
196,009
-828
-0.4% -$102K 2.65% 10
2024
Q3 		$19.1M Hold
196,837
– – 2.18% 14
2024
Q2 		$19.1M Sell
196,837
-7,473
-4% -$711K 2.18% 14
2024
Q1 		$19.2M Buy
204,310
+2,660
+1% +$234K 2.27% 14
2023
Q4 		$18.8M Sell
201,650
-55
-0% -$4.4K 2.41% 13
2023
Q3 		$16.5M Sell
201,705
-1,055
-0.5% -$91.6K 2.32% 13
2023
Q2 		$17.3M Buy
202,760
+4,600
+2% +$393K 2.31% 11
2023
Q1 		$17.4M Sell
198,160
-3,350
-2% -$313K 2.41% 11
2022
Q4 		$17.1M Buy
201,510
+210
+0.1% +$17.9K 2.48% 11
2022
Q3 		$15.9M Buy
201,300
+3,060
+2% +$258K 2.43% 11
2022
Q2 		$15.1M Buy
198,240
+11,094
+6% +$909K 2.19% 13
2022
Q1 		$16.4M Buy
187,146
+5,380
+3% +$519K 2.16% 12
2021
Q4 		$17.8M Buy
181,766
+1,441
+0.8% +$144K 2.38% 12
2021
Q3 		$17.5M Sell
180,325
-8,760
-5% -$868K 2.65% 10
2021
Q2 		$17.3M Buy
189,085
+1,485
+0.8% +$127K 2.65% 10
2021
Q1 		$14.6M Sell
187,600
-3,558
-2% -$273K 2.36% 15
2020
Q4 		$13.1M Buy
191,158
+2,637
+1% +$151K 2.21% 17
2020
Q3 		$9.12M Buy
188,521
+3,656
+2% +$184K 1.77% 23
2020
Q2 		$8.93M Sell
184,865
-5,560
-3% -$234K 1.83% 23
2020
Q1 		$6.47M Sell
190,425
-4,755
-2% -$224K 1.6% 25
2019
Q4 		$9.98M Sell
195,180
-41,369
-17% -$1.96M 1.97% 25
2019
Q3 		$10.1M Sell
236,549
-1,855
-0.8% -$79.3K 2.14% 21
2019
Q2 		$10.4M Buy
238,404
+1,054
+0.4% +$47K 2.38% 18
2019
Q1 		$10M Buy
237,350
+4,800
+2% +$202K 2.3% 18
2018
Q4 		$9.22M Sell
232,550
-20,503
-8% -$895K 2.42% 18
2018
Q3 		$11.8M Buy
253,053
+352
+0.1% +$17.2K 2.69% 13
2018
Q2 		$12M Buy
252,701
+2,225
+0.9% +$116K 2.89% 12
2018
Q1 		$13.5M Sell
250,476
-1,650
-0.7% -$91.3K 3.12% 12
2017
Q4 		$13.2M Buy
252,126
+2,310
+0.9% +$117K 2.99% 13
2017
Q3 		$12M Sell
249,816
-1,290
-0.5% -$59.8K 2.87% 11
2017
Q2 		$11.2M Buy
251,106
+116,795
+87% +$5.04M 2.85% 11
2017
Q1 		$5.75M Buy
+134,311
New +$5.96M 1.48% 26

Other funds holding MS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $20.6B AUM 59.59% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
AIM
Alphinity Investment Management Sydney, Australia $6.01B AUM 37.17% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

LVM Capital Management's MS Position: Q2 2026 in Review

LVM Capital Management reduced its Morgan Stanley (MS) stake by 0.74% in Q2 2026, selling an estimated $281K and leaving 190,045 shares worth $39.7M. The position accounts for 3.33% of the portfolio, ranked #9.

LVM Capital Management first reported a position in MS in Q1 2017 and has held it in 38 quarters since. 1,257 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • LVM Capital Management held 190,045 shares of Morgan Stanley worth $39.7M as of Q2 2026.
  • LVM Capital Management sold 1,419 Morgan Stanley shares in Q2 2026, an estimated $281K.
  • Morgan Stanley made up 3.33% of LVM Capital Management's portfolio in Q2 2026, its #9 holding.
  • LVM Capital Management first reported a position in Morgan Stanley in Q1 2017 and has held it in 38 quarters since.
  • 1,257 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.