Morgan Stanley’s Bank Of The James BOTJ Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $102K | Sell |
4,010
-16
| -0.4% | -$372 | ﹤0.01% | 6246 |
|
|
2026
Q1 | $82.9K | Buy |
4,026
+1
| +0% | +$20 | ﹤0.01% | 6236 |
|
|
2025
Q4 | $74.8K | Hold |
4,025
| – | – | ﹤0.01% | 6299 |
|
|
2025
Q3 | $62.8K | Buy |
4,025
+440
| +12% | +$6.44K | ﹤0.01% | 6325 |
|
|
2025
Q2 | $50.4K | Buy |
3,585
+2,000
| +126% | +$28.1K | ﹤0.01% | 6360 |
|
|
2025
Q1 | $23.4K | Hold |
1,585
| – | – | ﹤0.01% | 6517 |
|
|
2024
Q4 | $25.2K | Hold |
1,585
| – | – | ﹤0.01% | 6503 |
|
|
2024
Q3 | $21.8K | Buy |
1,585
+1
| +0.1% | +$13 | ﹤0.01% | 6482 |
|
|
2024
Q2 | $17.8K | Hold |
1,584
| – | – | ﹤0.01% | 6505 |
|
|
2024
Q1 | $16.4K | Sell |
1,584
-1,586
| -50% | -$18.4K | ﹤0.01% | 6547 |
|
|
2023
Q4 | $38.7K | Buy |
3,170
+1,586
| +100% | +$16.5K | ﹤0.01% | 6454 |
|
|
2023
Q3 | $16.6K | Hold |
1,584
| – | – | ﹤0.01% | 6542 |
|
|
2023
Q2 | $14.4K | Hold |
1,584
| – | – | ﹤0.01% | 6670 |
|
|
2023
Q1 | $16.6K | Sell |
1,584
-1
| -0.1% | -$12 | ﹤0.01% | 6687 |
|
|
2022
Q4 | $18.9K | Buy |
1,585
+1
| +0.1% | +$12 | ﹤0.01% | 6713 |
|
|
2022
Q3 | $20K | Sell |
1,584
-1,057
| -40% | -$13.5K | ﹤0.01% | 6788 |
|
|
2022
Q2 | $34K | Buy |
2,641
+1,057
| +67% | +$14.4K | ﹤0.01% | 6782 |
|
|
2022
Q1 | $24K | Sell |
1,584
-1
| -0.1% | -$15 | ﹤0.01% | 7067 |
|
|
2021
Q4 | $24K | Sell |
1,585
-6
| -0.4% | -$93 | ﹤0.01% | 7140 |
|
|
2021
Q3 | $23K | Buy |
1,591
+150
| +10% | +$2.24K | ﹤0.01% | 7048 |
|
|
2021
Q2 | $23K | Sell |
1,441
-143
| -9% | -$2.17K | ﹤0.01% | 6953 |
|
|
2021
Q1 | $21K | Buy |
+1,584
| New | +$20.1K | ﹤0.01% | 6698 |
|
|
2020
Q4 | – | Sell |
-1,100
| Closed | -$10K | – | 7039 |
|
|
2020
Q3 | $10K | Buy |
+1,100
| New | +$10.1K | ﹤0.01% | 6269 |
|
|
2019
Q4 | – | Sell |
-13
| Closed | – | – | 6649 |
|
|
2019
Q3 | $0 | Buy |
+13
| New | +$172 | ﹤0.01% | 6638 |
|
|
2019
Q1 | – | Sell |
-110
| Closed | -$1K | – | 6595 |
|
|
2018
Q4 | $1K | Buy |
+110
| New | +$1.43K | ﹤0.01% | 6482 |
|
|
2018
Q3 | – | Sell |
-289
| Closed | -$4K | – | 6712 |
|
|
2018
Q2 | $4K | Buy |
289
+286
| +9,533% | +$4K | ﹤0.01% | 6464 |
|
|
2018
Q1 | $0 | Sell |
3
-3
| -50% | -$41 | ﹤0.01% | 6613 |
|
|
2017
Q4 | $0 | Sell |
6
-754
| -99% | -$10.1K | ﹤0.01% | 6569 |
|
|
2017
Q3 | $10K | Buy |
+760
| New | +$10.3K | ﹤0.01% | 6167 |
|
|
2016
Q2 | – | Sell |
-7
| Closed | – | – | 6513 |
|
|
2016
Q1 | $0 | Sell |
7
-2
| -22% | -$22 | ﹤0.01% | 6573 |
|
|
2015
Q4 | $0 | Buy |
+9
| New | +$98 | ﹤0.01% | 6667 |
|
|
2015
Q3 | – | Sell |
-8
| Closed | – | – | 6612 |
|
|
2015
Q2 | $0 | Buy |
8
+1
| +14% | +$10 | ﹤0.01% | 6643 |
|
|
2015
Q1 | $0 | Hold |
7
| – | – | ﹤0.01% | 6551 |
|
|
2014
Q4 | $0 | Hold |
7
| – | – | ﹤0.01% | 6569 |
|
|
2014
Q3 | $0 | Hold |
7
| – | – | ﹤0.01% | 6571 |
|
|
2014
Q2 | $0 | Hold |
7
| – | – | ﹤0.01% | 6517 |
|
|
2014
Q1 | $0 | Buy |
+7
| New | +$58 | ﹤0.01% | 6472 |
|
Other funds holding BOTJ
PWW
VCM
DSC
VFT
Morgan Stanley's BOTJ Position: Q2 2026 in Review
Morgan Stanley reduced its Bank Of The James (BOTJ) stake by 0.4% in Q2 2026, selling an estimated $372 and leaving 4,010 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #6246.
Morgan Stanley first reported a position in BOTJ in Q1 2014 and has held it in 37 quarters since. 34 funds tracked by Wall St. Rank hold BOTJ as of Q2 2026.
- Morgan Stanley held 4,010 shares of Bank Of The James worth $102K as of Q2 2026.
- Morgan Stanley sold 16 Bank Of The James shares in Q2 2026, an estimated $372.
- Bank Of The James made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #6246 holding.
- Morgan Stanley first reported a position in Bank Of The James in Q1 2014 and has held it in 37 quarters since.
- 34 funds tracked by Wall St. Rank held Bank Of The James as of Q2 2026.
Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.