Morgan Stanley
DSM

Morgan Stanley’s BNY Mellon Strategic Municipal Bond Fund DSM Stock Holding History

Morgan Stanley’s Portfolio DSM Stock Details DSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.69M Sell
281,325
-81,003
-22% -$495K ﹤0.01% 4870
2025
Q4 		$2.24M Sell
362,328
-67,550
-16% -$404K ﹤0.01% 4734
2025
Q3 		$2.54M Buy
429,878
+35,162
+9% +$200K ﹤0.01% 4633
2025
Q2 		$2.21M Sell
394,716
-50,461
-11% -$283K ﹤0.01% 4635
2025
Q1 		$2.57M Sell
445,177
-163,475
-27% -$963K ﹤0.01% 4447
2024
Q4 		$3.54M Sell
608,652
-51,367
-8% -$310K ﹤0.01% 4284
2024
Q3 		$4.11M Sell
660,019
-26
-0% -$158 ﹤0.01% 4113
2024
Q2 		$3.92M Buy
660,045
+45,248
+7% +$259K ﹤0.01% 4082
2024
Q1 		$3.6M Sell
614,797
-606,165
-50% -$3.49M ﹤0.01% 4179
2023
Q4 		$6.97M Sell
1,220,962
-345,119
-22% -$1.8M ﹤0.01% 4166
2023
Q3 		$7.78M Buy
1,566,081
+335,990
+27% +$1.84M ﹤0.01% 3350
2023
Q2 		$7.01M Buy
1,230,091
+26,309
+2% +$150K ﹤0.01% 3493
2023
Q1 		$7.23M Buy
1,203,782
+294,106
+32% +$1.72M ﹤0.01% 3444
2022
Q4 		$5.26M Buy
909,676
+370,811
+69% +$2.1M ﹤0.01% 3722
2022
Q3 		$3.05M Sell
538,865
-123,269
-19% -$783K ﹤0.01% 4099
2022
Q2 		$4.12M Buy
662,134
+295,640
+81% +$1.92M ﹤0.01% 3936
2022
Q1 		$2.59M Sell
366,494
-28,623
-7% -$213K ﹤0.01% 4322
2021
Q4 		$3.3M Buy
395,117
+50,341
+15% +$412K ﹤0.01% 4161
2021
Q3 		$2.75M Buy
344,776
+3,316
+1% +$27.7K ﹤0.01% 4304
2021
Q2 		$2.81M Sell
341,460
-2,347
-0.7% -$19K ﹤0.01% 4355
2021
Q1 		$2.69M Buy
343,807
+4,694
+1% +$36.7K ﹤0.01% 4023
2020
Q4 		$2.67M Sell
339,113
-20,423
-6% -$154K ﹤0.01% 3899
2020
Q3 		$2.62M Sell
359,536
-20,894
-5% -$157K ﹤0.01% 3410
2020
Q2 		$2.75M Buy
380,430
+48,321
+15% +$341K ﹤0.01% 3283
2020
Q1 		$2.38M Buy
332,109
+10,604
+3% +$82.5K ﹤0.01% 3211
2019
Q4 		$2.57M Buy
321,505
+21,979
+7% +$183K ﹤0.01% 3841
2019
Q3 		$2.52M Buy
299,526
+19,972
+7% +$166K ﹤0.01% 3574
2019
Q2 		$2.22M Buy
279,554
+24,554
+10% +$193K ﹤0.01% 3692
2019
Q1 		$1.97M Buy
255,000
+39,301
+18% +$294K ﹤0.01% 3598
2018
Q4 		$1.51M Sell
215,699
-195,763
-48% -$1.38M ﹤0.01% 3994
2018
Q3 		$3.02M Sell
411,462
-8,682
-2% -$65.3K ﹤0.01% 3666
2018
Q2 		$3.18M Buy
420,144
+18,241
+5% +$138K ﹤0.01% 3640
2018
Q1 		$3.06M Buy
401,903
+228,859
+132% +$1.81M ﹤0.01% 3584
2017
Q4 		$1.48M Buy
173,044
+25,930
+18% +$219K ﹤0.01% 4278
2017
Q3 		$1.25M Sell
147,114
-4,411
-3% -$38.1K ﹤0.01% 4279
2017
Q2 		$1.29M Buy
151,525
+16,746
+12% +$141K ﹤0.01% 4181
2017
Q1 		$1.12M Buy
134,779
+8,406
+7% +$69.6K ﹤0.01% 4298
2016
Q4 		$1.02M Sell
126,373
-659
-0.5% -$5.45K ﹤0.01% 4451
2016
Q3 		$1.13M Sell
127,032
-29,298
-19% -$262K ﹤0.01% 3946
2016
Q2 		$1.42M Buy
156,330
+15,472
+11% +$136K ﹤0.01% 3702
2016
Q1 		$1.2M Sell
140,858
-124,023
-47% -$1.04M ﹤0.01% 3784
2015
Q4 		$2.14M Sell
264,881
-52,347
-17% -$416K ﹤0.01% 3432
2015
Q3 		$2.48M Sell
317,228
-16,027
-5% -$124K ﹤0.01% 3311
2015
Q2 		$2.56M Buy
333,255
+19,344
+6% +$153K ﹤0.01% 3398
2015
Q1 		$2.54M Buy
313,911
+18,511
+6% +$150K ﹤0.01% 3376
2014
Q4 		$2.35M Buy
295,400
+87,518
+42% +$701K ﹤0.01% 3420
2014
Q3 		$1.67M Sell
207,882
-45,674
-18% -$370K ﹤0.01% 3581
2014
Q2 		$2.1M Sell
253,556
-17,941
-7% -$145K ﹤0.01% 3446
2014
Q1 		$2.12M Sell
271,497
-62,150
-19% -$483K ﹤0.01% 3367
2013
Q4 		$2.48M Buy
333,647
+109,459
+49% +$814K ﹤0.01% 3222
2013
Q3 		$1.73M Buy
224,188
+315
+0.1% +$2.39K ﹤0.01% 3352
2013
Q2 		$1.82M Buy
+223,873
New +$1.98M ﹤0.01% 3223

Other funds holding DSM

SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
AC
Almitas Capital Santa Monica, California $443M AUM 42.36% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley's DSM Position: Q1 2026 in Review

Morgan Stanley reduced its BNY Mellon Strategic Municipal Bond Fund (DSM) stake by 22% in Q1 2026, selling an estimated $495K and leaving 281,325 shares worth $1.69M. The position accounts for ﹤0.01% of the portfolio, ranked #4870.

Morgan Stanley first reported a position in DSM in Q2 2013 and has held it in 52 quarters since. The position peaked at $7.78M in Q3 2023. 88 funds tracked by Wall St. Rank hold DSM as of Q1 2026.

  • Morgan Stanley held 281,325 shares of BNY Mellon Strategic Municipal Bond Fund worth $1.69M as of Q1 2026.
  • Morgan Stanley sold 81,003 BNY Mellon Strategic Municipal Bond Fund shares in Q1 2026, an estimated $495K.
  • BNY Mellon Strategic Municipal Bond Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #4870 holding.
  • Morgan Stanley first reported a position in BNY Mellon Strategic Municipal Bond Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's BNY Mellon Strategic Municipal Bond Fund position peaked at $7.78M in Q3 2023.
  • 88 funds tracked by Wall St. Rank held BNY Mellon Strategic Municipal Bond Fund as of Q1 2026.

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