Morgan Stanley
LODE icon

Morgan Stanley’s Comstock LODE Stock Holding History

Morgan Stanley’s Portfolio LODE Stock Details LODE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$244K Buy
80,122
+23,244
+41% +$76.1K ﹤0.01% 5794
2025
Q4 		$214K Sell
56,878
-284,201
-83% -$966K ﹤0.01% 5907
2025
Q3 		$1.17M Buy
341,079
+325,079
+2,032% +$1.01M ﹤0.01% 5103
2025
Q2 		$60.6K Buy
16,000
+7,884
+97% +$21.9K ﹤0.01% 6294
2025
Q1 		$19.8K Sell
8,116
-2,346
-22% -$7.79K ﹤0.01% 6574
2024
Q4 		$83.8K Buy
10,462
+2,453
+31% +$10.5K ﹤0.01% 6126
2024
Q3 		$37.9K Buy
8,009
+1,007
+14% +$2.32K ﹤0.01% 6291
2024
Q2 		$11.5K Buy
7,002
+2,200
+46% +$5.7K ﹤0.01% 6629
2024
Q1 		$17.5K Sell
4,802
-4,801
-50% -$21.6K ﹤0.01% 6529
2023
Q4 		$52.6K Buy
9,603
+8,101
+539% +$37.1K ﹤0.01% 6370
2023
Q3 		$6.16K Buy
1,502
+190
+14% +$987 ﹤0.01% 6868
2023
Q2 		$9.57K Hold
1,312
– – ﹤0.01% 6829
2023
Q1 		$4.42K Buy
1,312
+1,000
+321% +$3.94K ﹤0.01% 7081
2022
Q4 		$857 Sell
312
-25
-7% -$91 ﹤0.01% 7486
2022
Q3 		$1K Buy
337
+3
+0.9% +$17 ﹤0.01% 7578
2022
Q2 		$2K Sell
334
-28,808
-99% -$287K ﹤0.01% 7597
2022
Q1 		$487K Sell
29,142
-74,642
-72% -$1.15M ﹤0.01% 5415
2021
Q4 		$1.34M Buy
103,784
+98,302
+1,793% +$1.93M ﹤0.01% 4870
2021
Q3 		$146K Hold
5,482
– – ﹤0.01% 6163
2021
Q2 		$199K Buy
5,482
+950
+21% +$36.6K ﹤0.01% 6019
2021
Q1 		$208K Buy
4,532
+3,070
+210% +$99.9K ﹤0.01% 5640
2020
Q4 		$15K Buy
1,462
+450
+44% +$4.71K ﹤0.01% 6526
2020
Q3 		$11K Buy
1,012
+1,000
+8,333% +$9.64K ﹤0.01% 6245
2020
Q2 		$0 Hold
12
– – ﹤0.01% 6669
2020
Q1 		$0 Hold
12
– – ﹤0.01% 6638
2019
Q4 		$0 Hold
12
– – ﹤0.01% 6706
2019
Q3 		$0 Hold
12
– – ﹤0.01% 6699
2019
Q2 		$0 Sell
12
-4
-25% -$41 ﹤0.01% 6700
2019
Q1 		$0 Hold
16
– – ﹤0.01% 6652
2018
Q4 		$0 Hold
16
– – ﹤0.01% 6666
2018
Q3 		$0 Hold
16
– – ﹤0.01% 6758
2018
Q2 		$0 Hold
16
– – ﹤0.01% 6710
2018
Q1 		$0 Hold
16
– – ﹤0.01% 6659
2017
Q4 		$0 Hold
16
– – ﹤0.01% 6611
2017
Q3 		$1K Hold
16
– – ﹤0.01% 6450
2017
Q2 		$1K Hold
16
– – ﹤0.01% 6508
2017
Q1 		$1K Hold
16
– – ﹤0.01% 6501
2016
Q4 		$1K Hold
16
– – ﹤0.01% 6443
2016
Q3 		$1K Hold
16
– – ﹤0.01% 6428
2016
Q2 		$1K Buy
16
+12
+300% +$1.16K ﹤0.01% 6430
2016
Q1 		$0 Hold
4
– – ﹤0.01% 6649
2015
Q4 		$0 Hold
4
– – ﹤0.01% 6736
2015
Q3 		$1K Hold
4
– – ﹤0.01% 6541
2015
Q2 		$1K Hold
4
– – ﹤0.01% 6569
2015
Q1 		$1K Hold
4
– – ﹤0.01% 6487
2014
Q4 		$1K Hold
4
– – ﹤0.01% 6488
2014
Q3 		$1K Hold
4
– – ﹤0.01% 6495
2014
Q2 		$2K Sell
4
-2
-33% -$841 ﹤0.01% 6389
2014
Q1 		$2K Hold
6
– – ﹤0.01% 6348
2013
Q4 		$2K Buy
+6
New +$2.64K ﹤0.01% 6256

Other funds holding LODE

HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
MCO
MAK Capital One New York $679M AUM 29.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
GC
Gratia Capital Los Angeles, California $227M AUM 16.14% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
FPC
Flax Pond Capital Falmouth, Massachusetts $124M AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley's LODE Position: Q1 2026 in Review

Morgan Stanley increased its Comstock (LODE) stake by 41% in Q1 2026, buying an estimated $76.1K and bringing the position to 80,122 shares worth $244K. The position accounts for ﹤0.01% of the portfolio, ranked #5794.

Morgan Stanley first reported a position in LODE in Q4 2013 and has held it in 50 quarters since. The position peaked at $1.34M in Q4 2021. 91 funds tracked by Wall St. Rank hold LODE as of Q1 2026.

  • Morgan Stanley held 80,122 shares of Comstock worth $244K as of Q1 2026.
  • Morgan Stanley bought 23,244 Comstock shares in Q1 2026, an estimated $76.1K.
  • Comstock made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5794 holding.
  • Morgan Stanley first reported a position in Comstock in Q4 2013 and has held it in 50 quarters since.
  • Morgan Stanley's Comstock position peaked at $1.34M in Q4 2021.
  • 91 funds tracked by Wall St. Rank held Comstock as of Q1 2026.

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