Morgan Stanley
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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
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 		$5.13K 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
-2,902
-54% -$6.89K ﹤0.01% 6799
2023
Q4 		$11.2K Buy
5,390
+2,448
+83% +$6.36K ﹤0.01% 6810
2023
Q3 		$7.21K Sell
2,942
-680
-19% -$2.19K ﹤0.01% 6825
2023
Q2 		$9.85K Sell
3,622
-1,753
-33% -$9.98K ﹤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

CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
BP
BBR Partners New York $2.13B AUM 21.87% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
SDWIA
Schwarz Dygos Wheeler Investment Advisors Minneapolis, Minnesota $524M AUM 25.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
OF
Outfitter Financial Brunswick, Maine $143M AUM 36.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $454B AUM

Morgan Stanley's LOCL Position: Q2 2026 in Review

Morgan Stanley held its Local Bounti (LOCL) position steady in Q2 2026 at 385 shares worth $496. The position accounts for ﹤0.01% of the portfolio, ranked #7664.

Morgan Stanley first reported a position in LOCL in Q1 2022 and has held it in 18 quarters since. The position peaked at $81K in Q3 2022. 19 funds tracked by Wall St. Rank hold LOCL as of Q2 2026.

  • Morgan Stanley held 385 shares of Local Bounti worth $496 as of Q2 2026.
  • Morgan Stanley left its Local Bounti share count unchanged in Q2 2026.
  • Local Bounti made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7664 holding.
  • Morgan Stanley first reported a position in Local Bounti in Q1 2022 and has held it in 18 quarters since.
  • Morgan Stanley's Local Bounti position peaked at $81K in Q3 2022.
  • 19 funds tracked by Wall St. Rank held Local Bounti as of Q2 2026.

Based on Morgan Stanley's 13F filing for Q2 2026, filed 13 Aug 2026.