Morgan Stanley
CMU

Morgan Stanley’s MFS High Yield Municipal Trust CMU Stock Holding History

Morgan Stanley’s Portfolio CMU Stock Details CMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.54M Buy
710,702
+319,091
+81% +$1.14M ﹤0.01% 4592
2025
Q4 		$1.37M Buy
391,611
+295,240
+306% +$1.03M ﹤0.01% 5027
2025
Q3 		$334K Sell
96,371
-1,988
-2% -$6.62K ﹤0.01% 5681
2025
Q2 		$328K Buy
98,359
+10
+0% +$34 ﹤0.01% 5655
2025
Q1 		$343K Buy
98,349
+37
+0% +$131 ﹤0.01% 5504
2024
Q4 		$346K Buy
98,312
+17
+0% +$61 ﹤0.01% 5571
2024
Q3 		$360K Sell
98,295
-1,057
-1% -$3.76K ﹤0.01% 5544
2024
Q2 		$341K Sell
99,352
-34,853
-26% -$115K ﹤0.01% 5461
2024
Q1 		$447K Sell
134,205
-128,705
-49% -$424K ﹤0.01% 5363
2023
Q4 		$870K Buy
262,910
+124,789
+90% +$385K ﹤0.01% 5364
2023
Q3 		$432K Sell
138,121
-943
-0.7% -$3.08K ﹤0.01% 5231
2023
Q2 		$448K Buy
139,064
+4,474
+3% +$14.3K ﹤0.01% 5274
2023
Q1 		$432K Sell
134,590
-13,905
-9% -$44.7K ﹤0.01% 5336
2022
Q4 		$465K Buy
148,495
+4,715
+3% +$14.5K ﹤0.01% 5283
2022
Q3 		$432K Buy
143,780
+27,255
+23% +$92.5K ﹤0.01% 5337
2022
Q2 		$392K Sell
116,525
-8,122
-7% -$28.3K ﹤0.01% 5538
2022
Q1 		$482K Buy
124,647
+29,804
+31% +$123K ﹤0.01% 5422
2021
Q4 		$429K Buy
94,843
+5,489
+6% +$24.8K ﹤0.01% 5636
2021
Q3 		$410K Buy
89,354
+3,826
+4% +$18.2K ﹤0.01% 5616
2021
Q2 		$406K Sell
85,528
-5,859
-6% -$27.4K ﹤0.01% 5654
2021
Q1 		$408K Sell
91,387
-1,609
-2% -$7.22K ﹤0.01% 5267
2020
Q4 		$409K Sell
92,996
-1,233
-1% -$5.29K ﹤0.01% 5204
2020
Q3 		$396K Sell
94,229
-1,363
-1% -$5.84K ﹤0.01% 4753
2020
Q2 		$389K Sell
95,592
-23,423
-20% -$93.4K ﹤0.01% 4723
2020
Q1 		$502K Sell
119,015
-22,828
-16% -$106K ﹤0.01% 4370
2019
Q4 		$671K Buy
141,843
+7,153
+5% +$33.7K ﹤0.01% 4763
2019
Q3 		$632K Buy
134,690
+5,576
+4% +$26.6K ﹤0.01% 4570
2019
Q2 		$611K Buy
129,114
+15,522
+14% +$72.2K ﹤0.01% 4496
2019
Q1 		$528K Sell
113,592
-13,240
-10% -$59.3K ﹤0.01% 4512
2018
Q4 		$529K Buy
126,832
+78,566
+163% +$338K ﹤0.01% 4748
2018
Q3 		$220K Sell
48,266
-50,802
-51% -$229K ﹤0.01% 5413
2018
Q2 		$447K Buy
99,068
+50,387
+104% +$226K ﹤0.01% 5174
2018
Q1 		$216K Buy
48,681
+27,196
+127% +$122K ﹤0.01% 5437
2017
Q4 		$99K Sell
21,485
-42,904
-67% -$203K ﹤0.01% 5634
2017
Q3 		$306K Buy
64,389
+12,140
+23% +$57.6K ﹤0.01% 5151
2017
Q2 		$246K Sell
52,249
-18,182
-26% -$84.7K ﹤0.01% 5224
2017
Q1 		$325K Sell
70,431
-39,491
-36% -$181K ﹤0.01% 5080
2016
Q4 		$486K Buy
109,922
+83,522
+316% +$379K ﹤0.01% 4951
2016
Q3 		$134K Hold
26,400
– – ﹤0.01% 5193
2016
Q2 		$130K Sell
26,400
-11,947
-31% -$58.3K ﹤0.01% 5121
2016
Q1 		$185K Sell
38,347
-164,792
-81% -$776K ﹤0.01% 5022
2015
Q4 		$916K Sell
203,139
-49,730
-20% -$221K ﹤0.01% 4117
2015
Q3 		$1.1M Buy
252,869
+14,417
+6% +$60.9K ﹤0.01% 4027
2015
Q2 		$980K Buy
238,452
+121,462
+104% +$525K ﹤0.01% 4214
2015
Q1 		$518K Sell
116,990
-44,789
-28% -$202K ﹤0.01% 4630
2014
Q4 		$710K Buy
161,779
+132,751
+457% +$591K ﹤0.01% 4419
2014
Q3 		$126K Sell
29,028
-15,225
-34% -$66.2K ﹤0.01% 5367
2014
Q2 		$192K Buy
44,253
+29,753
+205% +$131K ﹤0.01% 5178
2014
Q1 		$64K Sell
14,500
-7,251
-33% -$31.9K ﹤0.01% 5621
2013
Q4 		$90K Sell
21,751
-39,338
-64% -$161K ﹤0.01% 5383
2013
Q3 		$252K Buy
+61,089
New +$251K ﹤0.01% 4745

Other funds holding CMU

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
IA
Icon Advisers Greenwood Village, Colorado $433M AUM 40.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley's CMU Position: Q1 2026 in Review

Morgan Stanley increased its MFS High Yield Municipal Trust (CMU) stake by 81% in Q1 2026, buying an estimated $1.14M and bringing the position to 710,702 shares worth $2.54M. The position accounts for ﹤0.01% of the portfolio, ranked #4592.

Morgan Stanley first reported a position in CMU in Q3 2013 and has held it in 51 quarters since. 45 funds tracked by Wall St. Rank hold CMU as of Q1 2026.

  • Morgan Stanley held 710,702 shares of MFS High Yield Municipal Trust worth $2.54M as of Q1 2026.
  • Morgan Stanley bought 319,091 MFS High Yield Municipal Trust shares in Q1 2026, an estimated $1.14M.
  • MFS High Yield Municipal Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4592 holding.
  • Morgan Stanley first reported a position in MFS High Yield Municipal Trust in Q3 2013 and has held it in 51 quarters since.
  • 45 funds tracked by Wall St. Rank held MFS High Yield Municipal Trust as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.