Meyer Handelman Company’s Morgan Stanley MS Stock Holding History

Meyer Handelman Company’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	$4.5M	Hold	27,338	–	–	0.14%	100
2025 Q4	$4.85M	Hold	27,338	–	–	0.15%	97
2025 Q3	$4.35M	Hold	27,338	–	–	0.14%	105
2025 Q2	$3.85M	Sell	27,338 -230	-0.8%	-$28.3K	0.13%	107
2025 Q1	$3.22M	Sell	27,568 -230	-0.8%	-$29.6K	0.11%	114
2024 Q4	$3.49M	Hold	27,798	–	–	0.12%	113
2024 Q3	$2.9M	Sell	27,798 -444	-2%	-$44.7K	0.1%	120
2024 Q2	$2.74M	Hold	28,242	–	–	0.1%	122
2024 Q1	$2.66M	Sell	28,242 -29,564	-51%	-$2.6M	0.09%	125
2023 Q4	$5.39M	Sell	57,806 -3,300	-5%	-$264K	0.21%	98
2023 Q3	$4.99M	Buy	61,106 +3,300	+6%	+$287K	0.2%	98
2023 Q2	$4.94M	Sell	57,806 -3,300	-5%	-$282K	0.2%	99
2023 Q1	$5.37M	Hold	61,106	–	–	0.22%	98
2022 Q4	$5.2M	Sell	61,106 -2,060	-3%	-$176K	0.22%	98
2022 Q3	$4.99M	Hold	63,166	–	–	0.23%	98
2022 Q2	$4.8M	Sell	63,166 -180	-0.3%	-$14.7K	0.21%	100
2022 Q1	$5.54M	Sell	63,346 -252	-0.4%	-$24.3K	0.21%	101
2021 Q4	$6.24M	Buy	63,598 +56	+0.1%	+$5.58K	0.23%	92
2021 Q3	$6.18M	Hold	63,542	–	–	0.25%	91
2021 Q2	$5.83M	Hold	63,542	–	–	0.23%	94
2021 Q1	$4.93M	Sell	63,542 -860	-1%	-$65.9K	0.2%	97
2020 Q4	$4.41M	Buy	64,402 +2,760	+4%	+$158K	0.2%	98
2020 Q3	$2.98M	Hold	61,642	–	–	0.15%	107
2020 Q2	$2.98M	Hold	61,642	–	–	0.16%	107
2020 Q1	$2.1M	Hold	61,642	–	–	0.13%	106
2019 Q4	$3.15M	Hold	61,642	–	–	0.15%	108
2019 Q3	$2.63M	Hold	61,642	–	–	0.13%	115
2019 Q2	$2.7M	Sell	61,642 -4,920	-7%	-$219K	0.14%	112
2019 Q1	$2.79M	Hold	66,562	–	–	0.14%	110
2018 Q4	$2.64M	Sell	66,562 -2,996	-4%	-$131K	0.15%	106
2018 Q3	$3.24M	Hold	69,558	–	–	0.16%	108
2018 Q2	$3.3M	Hold	69,558	–	–	0.17%	105
2018 Q1	$3.75M	Sell	69,558 -2,454	-3%	-$136K	0.19%	103
2017 Q4	$3.78M	Sell	72,012 -785	-1%	-$39.7K	0.18%	103
2017 Q3	$3.51M	Sell	72,797 -1,569	-2%	-$72.8K	0.16%	107
2017 Q2	$3.31M	Sell	74,366 -1,048	-1%	-$45.2K	0.14%	111
2017 Q1	$3.23M	Sell	75,414 -624	-0.8%	-$27.7K	0.14%	110
2016 Q4	$3.21M	Sell	76,038 -200	-0.3%	-$7.56K	0.14%	110
2016 Q3	$2.44M	Hold	76,238	–	–	0.11%	116
2016 Q2	$1.98M	Hold	76,238	–	–	0.09%	121
2016 Q1	$1.91M	Hold	76,238	–	–	0.09%	121
2015 Q4	$2.42M	Sell	76,238 -12,360	-14%	-$411K	0.11%	117
2015 Q3	$2.79M	Hold	88,598	–	–	0.14%	112
2015 Q2	$3.44M	Sell	88,598 -1,884	-2%	-$71.7K	0.16%	108
2015 Q1	$3.23M	Hold	90,482	–	–	0.15%	106
2014 Q4	$3.51M	Hold	90,482	–	–	0.16%	105
2014 Q3	$3.13M	Sell	90,482 -5,868	-6%	-$196K	0.15%	104
2014 Q2	$3.12M	Hold	96,350	–	–	0.14%	105
2014 Q1	$3M	Hold	96,350	–	–	0.14%	104
2013 Q4	$3.02M	Sell	96,350 -3,432	-3%	-$102K	0.15%	107
2013 Q3	$2.69M	Hold	99,782	–	–	0.14%	104
2013 Q2	$2.44M	Buy	+99,782	New	+$2.37M	0.13%	106

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

Meyer Handelman Company's MS Position: Q1 2026 in Review

Meyer Handelman Company held its Morgan Stanley (MS) position steady in Q1 2026 at 27,338 shares worth $4.5M. The position accounts for 0.14% of the portfolio, ranked #100.

Meyer Handelman Company first reported a position in MS in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.24M in Q4 2021. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Meyer Handelman Company held 27,338 shares of Morgan Stanley worth $4.5M as of Q1 2026.
Meyer Handelman Company left its Morgan Stanley share count unchanged in Q1 2026.
Morgan Stanley made up 0.14% of Meyer Handelman Company's portfolio in Q1 2026, its #100 holding.
Meyer Handelman Company first reported a position in Morgan Stanley in Q2 2013 and has held it in 52 quarters since.
Meyer Handelman Company's Morgan Stanley position peaked at $6.24M in Q4 2021.
2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Meyer Handelman Company's 13F filing for Q1 2026, filed 20 Apr 2026.