Morgan Stanley
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Morgan Stanley’s LGL Group LGL Stock Holding History

Morgan Stanley’s Portfolio LGL Stock Details LGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$30.9K Sell
4,442
-1,000
-18% -$6.91K ﹤0.01% 6577
2025
Q4 		$31.3K Sell
5,442
-2,482
-31% -$15.1K ﹤0.01% 6567
2025
Q3 		$52.9K Buy
7,924
+2,143
+37% +$14.9K ﹤0.01% 6378
2025
Q2 		$44.1K Hold
5,781
– – ﹤0.01% 6402
2025
Q1 		$37.8K Buy
5,781
+5,481
+1,827% +$36.1K ﹤0.01% 6369
2024
Q4 		$1.79K Buy
300
+109
+57% +$651 ﹤0.01% 7216
2024
Q3 		$1.17K Sell
191
-70
-27% -$398 ﹤0.01% 7205
2024
Q2 		$1.4K Sell
261
-218
-46% -$1.18K ﹤0.01% 7115
2024
Q1 		$3.04K Sell
479
-479
-50% -$2.97K ﹤0.01% 7004
2023
Q4 		$5.88K Buy
958
+597
+165% +$2.92K ﹤0.01% 6968
2023
Q3 		$1.55K Hold
361
– – ﹤0.01% 7169
2023
Q2 		$1.72K Sell
361
-1,500
-81% -$6.8K ﹤0.01% 7216
2023
Q1 		$7.96K Hold
1,861
– – ﹤0.01% 6946
2022
Q4 		$7.54K Sell
1,861
-10,983
-86% -$51K ﹤0.01% 7034
2022
Q3 		$55K Buy
12,844
+9,022
+236% +$45.3K ﹤0.01% 6368
2022
Q2 		$19K Hold
3,822
– – ﹤0.01% 7004
2022
Q1 		$16K Hold
3,822
– – ﹤0.01% 7236
2021
Q4 		$16K Hold
3,822
– – ﹤0.01% 7304
2021
Q3 		$20K Sell
3,822
-1,326
-26% -$5.57K ﹤0.01% 7097
2021
Q2 		$20K Hold
5,148
– – ﹤0.01% 7010
2021
Q1 		$21K Buy
5,148
+8
+0.2% +$35 ﹤0.01% 6700
2020
Q4 		$24K Buy
5,140
+1,905
+59% +$6.94K ﹤0.01% 6376
2020
Q3 		$11K Sell
3,235
-160
-5% -$521 ﹤0.01% 6244
2020
Q2 		$11K Hold
3,395
– – ﹤0.01% 6137
2020
Q1 		$11K Sell
3,395
-1,044
-24% -$4.89K ﹤0.01% 5989
2019
Q4 		$26K Buy
4,439
+3,166
+249% +$14.9K ﹤0.01% 6042
2019
Q3 		$5K Hold
1,273
– – ﹤0.01% 6366
2019
Q2 		$4K Hold
1,273
– – ﹤0.01% 6352
2019
Q1 		$3K Hold
1,273
– – ﹤0.01% 6400
2018
Q4 		$3K Sell
1,273
-1,962
-61% -$4.82K ﹤0.01% 6373
2018
Q3 		$8K Buy
3,235
+1,962
+154% +$4.84K ﹤0.01% 6354
2018
Q2 		$2K Hold
1,273
– – ﹤0.01% 6546
2018
Q1 		$3K Hold
1,273
– – ﹤0.01% 6459
2017
Q4 		$3K Buy
1,273
+743
+140% +$1.62K ﹤0.01% 6401
2017
Q3 		$1K Hold
530
– – ﹤0.01% 6449
2017
Q2 		$1K Hold
530
– – ﹤0.01% 6507
2017
Q1 		$1K Hold
530
– – ﹤0.01% 6500
2016
Q4 		$1K Hold
530
– – ﹤0.01% 6441
2016
Q3 		$1K Hold
530
– – ﹤0.01% 6427
2016
Q2 		$1K Hold
530
– – ﹤0.01% 6428
2016
Q1 		$1K Hold
530
– – ﹤0.01% 6470
2015
Q4 		$1K Hold
530
– – ﹤0.01% 6567
2015
Q3 		$1K Hold
530
– – ﹤0.01% 6540
2015
Q2 		$1K Hold
530
– – ﹤0.01% 6568
2015
Q1 		$1K Sell
530
-2,573
-83% -$3.9K ﹤0.01% 6486
2014
Q4 		$4K Sell
3,103
-40
-1% -$54 ﹤0.01% 6368
2014
Q3 		$5K Sell
3,143
-4,230
-57% -$7.43K ﹤0.01% 6323
2014
Q2 		$14K Sell
7,373
-79
-1% -$143 ﹤0.01% 6106
2014
Q1 		$15K Hold
7,452
– – ﹤0.01% 6030
2013
Q4 		$15K Buy
+7,452
New +$15.6K ﹤0.01% 5948

Other funds holding LGL

GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MFFIA
McIntyre, Freedman & Flynn Investment Advisers Orleans, Massachusetts $176M AUM 42.57% 1-Year Est. Return
CSC
Caldwell Sutter Capital Sausalito, California $246M AUM 23.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley's LGL Position: Q1 2026 in Review

Morgan Stanley reduced its LGL Group (LGL) stake by 18% in Q1 2026, selling an estimated $6.91K and leaving 4,442 shares worth $30.9K. The position accounts for ﹤0.01% of the portfolio, ranked #6577.

Morgan Stanley first reported a position in LGL in Q4 2013 and has held it in 50 quarters since. The position peaked at $55K in Q3 2022. 16 funds tracked by Wall St. Rank hold LGL as of Q1 2026.

  • Morgan Stanley held 4,442 shares of LGL Group worth $30.9K as of Q1 2026.
  • Morgan Stanley sold 1,000 LGL Group shares in Q1 2026, an estimated $6.91K.
  • LGL Group made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6577 holding.
  • Morgan Stanley first reported a position in LGL Group in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's LGL Group position peaked at $55K in Q3 2022.
  • 16 funds tracked by Wall St. Rank held LGL Group as of Q1 2026.

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