MCM
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Maple Capital Management’s Morgan Stanley MS Stock Holding History

Maple 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
Q1 		$29.8M Sell
181,370
-40,428
-18% -$7M 2% 18
2025
Q4 		$39.4M Sell
221,798
-3,331
-1% -$556K 2.48% 13
2025
Q3 		$35.8M Sell
225,129
-11,032
-5% -$1.63M 2.35% 14
2025
Q2 		$33.3M Sell
236,161
-12,730
-5% -$1.56M 2.28% 16
2025
Q1 		$29M Sell
248,891
-16,988
-6% -$2.19M 2.24% 18
2024
Q4 		$33.4M Buy
265,879
+83
+0% +$10.2K 2.46% 17
2024
Q3 		$27.7M Buy
265,796
+2,689
+1% +$271K 2.11% 18
2024
Q2 		$25.6M Buy
263,107
+5,887
+2% +$560K 2.07% 18
2024
Q1 		$24.2M Buy
257,220
+6,864
+3% +$604K 2.2% 18
2023
Q4 		$23.3M Buy
250,356
+2,724
+1% +$218K 2.34% 17
2023
Q3 		$20.2M Buy
247,632
+901
+0.4% +$78.2K 2.31% 17
2023
Q2 		$21.1M Buy
246,731
+5,617
+2% +$480K 2.3% 17
2023
Q1 		$21.2M Buy
241,114
+3,395
+1% +$317K 2.59% 15
2022
Q4 		$20.2M Buy
237,719
+1,861
+0.8% +$159K 2.68% 14
2022
Q3 		$21.2M Buy
235,858
+8,597
+4% +$725K 2.67% 13
2022
Q2 		$17.3M Buy
227,261
+10,400
+5% +$852K 2.28% 15
2022
Q1 		$19M Buy
216,861
+8,847
+4% +$854K 2.23% 16
2021
Q4 		$20.4M Buy
208,014
+18,366
+10% +$1.83M 2.23% 17
2021
Q3 		$18.5M Buy
189,648
+3,831
+2% +$380K 2.34% 15
2021
Q2 		$19.3M Buy
185,817
+18,244
+11% +$1.56M 2.33% 17
2021
Q1 		$13M Buy
167,573
+9,325
+6% +$715K 1.93% 24
2020
Q4 		$10.8M Buy
158,248
+954
+0.6% +$54.7K 1.67% 29
2020
Q3 		$8.9M Buy
157,294
+86,733
+123% +$4.37M 1.44% 30
2020
Q2 		$3.41M Buy
+70,561
New +$2.96M 0.67% 37

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

Maple Capital Management's MS Position: Q1 2026 in Review

Maple Capital Management reduced its Morgan Stanley (MS) stake by 18% in Q1 2026, selling an estimated $7M and leaving 181,370 shares worth $29.8M. The position accounts for 2% of the portfolio, ranked #18.

Maple Capital Management first reported a position in MS in Q2 2020 and has held it in 24 quarters since. The position peaked at $39.4M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Maple Capital Management held 181,370 shares of Morgan Stanley worth $29.8M as of Q1 2026.
  • Maple Capital Management sold 40,428 Morgan Stanley shares in Q1 2026, an estimated $7M.
  • Morgan Stanley made up 2% of Maple Capital Management's portfolio in Q1 2026, its #18 holding.
  • Maple Capital Management first reported a position in Morgan Stanley in Q2 2020 and has held it in 24 quarters since.
  • Maple Capital Management's Morgan Stanley position peaked at $39.4M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Maple Capital Management's 13F filing for Q1 2026, filed 8 May 2026.