Moody Lynn & Lieberson’s Morgan Stanley MS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $41M | Sell |
249,367
-12,938
| -5% | -$2.24M | 2.3% | 13 |
|
|
2025
Q4 | $46.6M | Buy |
262,305
+733
| +0.3% | +$122K | 2.47% | 11 |
|
|
2025
Q3 | $41.6M | Buy |
261,572
+8,696
| +3% | +$1.28M | 2.24% | 15 |
|
|
2025
Q2 | $35.6M | Buy |
252,876
+6,102
| +2% | +$749K | 2.06% | 16 |
|
|
2025
Q1 | $28.8M | Buy |
246,774
+1,958
| +0.8% | +$252K | 1.85% | 19 |
|
|
2024
Q4 | $30.8M | Buy |
244,816
+33,336
| +16% | +$4.11M | 1.89% | 16 |
|
|
2024
Q3 | $22M | Sell |
211,480
-1,649
| -0.8% | -$166K | 1.36% | 25 |
|
|
2024
Q2 | $20.7M | Buy |
213,129
+2,498
| +1% | +$238K | 1.36% | 24 |
|
|
2024
Q1 | $19.8M | Sell |
210,631
-8,356
| -4% | -$736K | 1.33% | 25 |
|
|
2023
Q4 | $20.4M | Sell |
218,987
-65,414
| -23% | -$5.23M | 1.55% | 22 |
|
|
2023
Q3 | $23.2M | Buy |
284,401
+174
| +0.1% | +$15.1K | 1.99% | 16 |
|
|
2023
Q2 | $24.3M | Buy |
284,227
+363
| +0.1% | +$31K | 1.96% | 16 |
|
|
2023
Q1 | $24.9M | Sell |
283,864
-16,532
| -6% | -$1.54M | 2.24% | 11 |
|
|
2022
Q4 | $25.5M | Sell |
300,396
-6,262
| -2% | -$534K | 2.34% | 12 |
|
|
2022
Q3 | $24.2M | Buy |
306,658
+39,144
| +15% | +$3.3M | 2.34% | 8 |
|
|
2022
Q2 | $20.3M | Buy |
267,514
+31,111
| +13% | +$2.55M | 1.83% | 18 |
|
|
2022
Q1 | $20.7M | Sell |
236,403
-76,859
| -25% | -$7.41M | 1.51% | 26 |
|
|
2021
Q4 | $30.8M | Buy |
313,262
+4,269
| +1% | +$425K | 2.06% | 15 |
|
|
2021
Q3 | $30.1M | Buy |
308,993
+6,251
| +2% | +$619K | 2.25% | 12 |
|
|
2021
Q2 | $27.8M | Buy |
302,742
+8,683
| +3% | +$745K | 2.09% | 13 |
|
|
2021
Q1 | $22.8M | Buy |
294,059
+30,852
| +12% | +$2.36M | 1.9% | 15 |
|
|
2020
Q4 | $18M | Buy |
+263,207
| New | +$15.1M | 1.55% | 19 |
|
|
2020
Q3 | – | Sell |
-13,640
| Closed | -$659K | – | 202 |
|
|
2020
Q2 | $659K | Buy |
+13,640
| New | +$573K | 0.07% | 108 |
|
|
2018
Q3 | – | Sell |
-50,876
| Closed | -$2.41M | – | 211 |
|
|
2018
Q2 | $2.41M | Sell |
50,876
-73,950
| -59% | -$3.86M | 0.28% | 70 |
|
|
2018
Q1 | $6.74M | Sell |
124,826
-634
| -0.5% | -$35.1K | 0.81% | 36 |
|
|
2017
Q4 | $7.1M | Buy |
+125,460
| New | +$6.34M | 0.76% | 43 |
|
|
2015
Q3 | – | Sell |
-41,060
| Closed | -$1.59M | – | 185 |
|
|
2015
Q2 | $1.59M | Sell |
41,060
-88,320
| -68% | -$3.36M | 0.25% | 85 |
|
|
2015
Q1 | $4.62M | Buy |
+129,380
| New | +$4.64M | 0.74% | 49 |
|
|
2014
Q4 | – | Sell |
-136,376
| Closed | -$4.71M | – | 200 |
|
|
2014
Q3 | $4.71M | Buy |
+136,376
| New | +$4.54M | 0.7% | 50 |
|
|
2014
Q1 | – | Sell |
-298,471
| Closed | -$9.36M | – | 210 |
|
|
2013
Q4 | $9.36M | Buy |
298,471
+202,131
| +210% | +$6.01M | 1.28% | 27 |
|
|
2013
Q3 | $2.6M | Buy |
+96,340
| New | +$2.59M | 0.4% | 78 |
|
Other funds holding MS
VCM
VPM
Moody Lynn & Lieberson's MS Position: Q1 2026 in Review
Moody Lynn & Lieberson reduced its Morgan Stanley (MS) stake by 4.9% in Q1 2026, selling an estimated $2.24M and leaving 249,367 shares worth $41M. The position accounts for 2.3% of the portfolio, ranked #13.
Moody Lynn & Lieberson first reported a position in MS in Q3 2013 and has held it in 31 quarters since. The position peaked at $46.6M in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.
- Moody Lynn & Lieberson held 249,367 shares of Morgan Stanley worth $41M as of Q1 2026.
- Moody Lynn & Lieberson sold 12,938 Morgan Stanley shares in Q1 2026, an estimated $2.24M.
- Morgan Stanley made up 2.3% of Moody Lynn & Lieberson's portfolio in Q1 2026, its #13 holding.
- Moody Lynn & Lieberson first reported a position in Morgan Stanley in Q3 2013 and has held it in 31 quarters since.
- Moody Lynn & Lieberson's Morgan Stanley position peaked at $46.6M in Q4 2025.
- 2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.
Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.