LWM Advisory Services’s Morgan Stanley MS Stock Holding History

LWM Advisory Services’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	$228K	Buy	+1,093	New	+$216K	0.41%	73
2022 Q4	–	Sell	-3,863	Closed	-$305K	–	116
2022 Q3	$305K	Buy	3,863 +820	+27%	+$69.1K	0.35%	80
2022 Q2	$231K	Buy	3,043 +367	+14%	+$30.1K	0.28%	97
2022 Q1	$234K	Buy	2,676 +486	+22%	+$46.9K	0.29%	99
2021 Q4	$215K	Buy	+2,190	New	+$218K	0.27%	103

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $78.8B AUM 48.4% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

LWM Advisory Services's MS Position: Q2 2026 in Review

LWM Advisory Services opened a new position in Morgan Stanley (MS) in Q2 2026: 1,093 shares worth $228K. The stake represents 0.41% of the portfolio and ranks #73 among its holdings. This is a return to the name: LWM Advisory Services previously reported a position in MS as recently as Q3 2022.

LWM Advisory Services first reported a position in MS in Q4 2021 and has held it in 5 quarters since. The position peaked at $305K in Q3 2022. 2,745 funds tracked by Wall St. Rank hold MS as of Q2 2026.

LWM Advisory Services held 1,093 shares of Morgan Stanley worth $228K as of Q2 2026.
Morgan Stanley was a new LWM Advisory Services position in Q2 2026.
Morgan Stanley made up 0.41% of LWM Advisory Services's portfolio in Q2 2026, its #73 holding.
LWM Advisory Services first reported a position in Morgan Stanley in Q4 2021 and has held it in 5 quarters since.
LWM Advisory Services's Morgan Stanley position peaked at $305K in Q3 2022.
2,745 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.