Morgan Stanley’s Local Bounti LOCL Stock Holding History

Morgan Stanley’s Portfolio LOCL Stock Details LOCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	–	Sell	-385	Closed	-$496	–	8114
2026 Q2	$496	Hold	385	–	–	﹤0.01%	7664
2026 Q1	$446	Hold	385	–	–	﹤0.01%	7631
2025 Q4	$824	Hold	385	–	–	﹤0.01%	7415
2025 Q3	$1.15K	Sell	385 -2,103	-85%	-$5.68K	﹤0.01%	7379
2025 Q2	$5.82K	Hold	2,488	–	–	﹤0.01%	7001
2025 Q1	$5.12K	Hold	2,488	–	–	﹤0.01%	6986
2024 Q4	$5.15K	Hold	2,488	–	–	﹤0.01%	7003
2024 Q3	$6.22K	Hold	2,488	–	–	﹤0.01%	6849
2024 Q2	$6.94K	Hold	2,488	–	–	﹤0.01%	6773
2024 Q1	$7.24K	Sell	2,488 -207	-8%	-$492	﹤0.01%	6799
2023 Q4	$5.58K	Sell	2,695 -247	-8%	-$642	﹤0.01%	6810
2023 Q3	$7.21K	Sell	2,942 -680	-19%	-$2.19K	﹤0.01%	6825
2023 Q2	$9.9K	Sell	3,622 -1,753	-33%	-$10K	﹤0.01%	6822
2023 Q1	$55.7K	Buy	5,375 +2,156	+67%	+$23K	﹤0.01%	6243
2022 Q4	$58.2K	Buy	3,219 +1,023	+47%	+$31.9K	﹤0.01%	6225
2022 Q3	$81K	Buy	2,196 +1,763	+407%	+$82.5K	﹤0.01%	6182
2022 Q2	$17K	Sell	433 -204	-32%	-$15K	﹤0.01%	7047
2022 Q1	$70K	Buy	+637	New	+$48.2K	﹤0.01%	6524

Other funds holding LOCL

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Fiduciary Trust Malvern, Pennsylvania $463B AUM

Global Retirement Partners San Rafael, California $7.1B AUM

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $294B AUM 47.59% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Morgan Stanley's LOCL Position: Q3 2026 in Review

Morgan Stanley sold out of Local Bounti (LOCL) in Q3 2026, closing a stake of 385 shares — an estimated $496 sold.

Morgan Stanley first reported a position in LOCL in Q1 2022 and held it in 18 quarters. The position peaked at $81K in Q3 2022. 14 funds tracked by Wall St. Rank hold LOCL as of Q3 2026.

Morgan Stanley reported no remaining Local Bounti position as of Q3 2026 after selling out during the quarter.
Morgan Stanley sold 385 Local Bounti shares in Q3 2026, an estimated $496.
Morgan Stanley first reported a position in Local Bounti in Q1 2022 and held it in 18 quarters.
Morgan Stanley's Local Bounti position peaked at $81K in Q3 2022.
14 funds tracked by Wall St. Rank held Local Bounti as of Q3 2026.

Based on Morgan Stanley's 13F filing for Q3 2026, filed 13 Nov 2026.