Morgan Stanley’s Potbelly PBPB Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | – | Sell |
-333,313
| Closed | -$5.68M | – | 8397 |
|
|
2025
Q3 | $5.68M | Buy |
333,313
+247,350
| +288% | +$3.35M | ﹤0.01% | 4046 |
|
|
2025
Q2 | $1.05M | Buy |
85,963
+7,791
| +10% | +$76.6K | ﹤0.01% | 5064 |
|
|
2025
Q1 | $743K | Sell |
78,172
-57,109
| -42% | -$631K | ﹤0.01% | 5143 |
|
|
2024
Q4 | $1.27M | Sell |
135,281
-3,443
| -2% | -$31.3K | ﹤0.01% | 4967 |
|
|
2024
Q3 | $1.16M | Buy |
138,724
+40,522
| +41% | +$309K | ﹤0.01% | 4969 |
|
|
2024
Q2 | $789K | Sell |
98,202
-37,037
| -27% | -$343K | ﹤0.01% | 5097 |
|
|
2024
Q1 | $1.64M | Sell |
135,239
-90,009
| -40% | -$1.13M | ﹤0.01% | 4693 |
|
|
2023
Q4 | $2.35M | Buy |
225,248
+165,484
| +277% | +$1.5M | ﹤0.01% | 4829 |
|
|
2023
Q3 | $466K | Sell |
59,764
-27,331
| -31% | -$233K | ﹤0.01% | 5198 |
|
|
2023
Q2 | $765K | Buy |
87,095
+13,978
| +19% | +$123K | ﹤0.01% | 4993 |
|
|
2023
Q1 | $609K | Buy |
73,117
+53,425
| +271% | +$402K | ﹤0.01% | 5138 |
|
|
2022
Q4 | $110K | Buy |
19,692
+10,330
| +110% | +$54.2K | ﹤0.01% | 5936 |
|
|
2022
Q3 | $42K | Buy |
9,362
+1,371
| +17% | +$7.37K | ﹤0.01% | 6481 |
|
|
2022
Q2 | $45K | Sell |
7,991
-108
| -1% | -$631 | ﹤0.01% | 6663 |
|
|
2022
Q1 | $54K | Sell |
8,099
-364
| -4% | -$2.11K | ﹤0.01% | 6669 |
|
|
2021
Q4 | $47K | Sell |
8,463
-19,571
| -70% | -$114K | ﹤0.01% | 6843 |
|
|
2021
Q3 | $189K | Sell |
28,034
-27,838
| -50% | -$194K | ﹤0.01% | 6036 |
|
|
2021
Q2 | $441K | Sell |
55,872
-31,055
| -36% | -$218K | ﹤0.01% | 5605 |
|
|
2021
Q1 | $514K | Buy |
86,927
+52,046
| +149% | +$279K | ﹤0.01% | 5137 |
|
|
2020
Q4 | $153K | Sell |
34,881
-248,198
| -88% | -$1.05M | ﹤0.01% | 5724 |
|
|
2020
Q3 | $1.07M | Buy |
283,079
+102,414
| +57% | +$362K | ﹤0.01% | 4170 |
|
|
2020
Q2 | $411K | Buy |
180,665
+161,321
| +834% | +$442K | ﹤0.01% | 4701 |
|
|
2020
Q1 | $60K | Sell |
19,344
-15,933
| -45% | -$66K | ﹤0.01% | 5398 |
|
|
2019
Q4 | $148K | Buy |
35,277
+13,951
| +65% | +$60.9K | ﹤0.01% | 5522 |
|
|
2019
Q3 | $92K | Buy |
21,326
+394
| +2% | +$1.77K | ﹤0.01% | 5471 |
|
|
2019
Q2 | $107K | Sell |
20,932
-30,324
| -59% | -$206K | ﹤0.01% | 5290 |
|
|
2019
Q1 | $437K | Sell |
51,256
-126,116
| -71% | -$1.07M | ﹤0.01% | 4619 |
|
|
2018
Q4 | $1.43M | Sell |
177,372
-1,896,207
| -91% | -$20.3M | ﹤0.01% | 4032 |
|
|
2018
Q3 | $25.5M | Sell |
2,073,579
-301,367
| -13% | -$3.9M | 0.01% | 1463 |
|
|
2018
Q2 | $30.8M | Sell |
2,374,946
-415,901
| -15% | -$5.24M | 0.01% | 1237 |
|
|
2018
Q1 | $33.6M | Sell |
2,790,847
-267,216
| -9% | -$3.36M | 0.01% | 1213 |
|
|
2017
Q4 | $37.6M | Buy |
3,058,063
+192,088
| +7% | +$2.36M | 0.01% | 1146 |
|
|
2017
Q3 | $35.5M | Buy |
2,865,975
+1,692,277
| +144% | +$19.7M | 0.01% | 1124 |
|
|
2017
Q2 | $13.5M | Buy |
1,173,698
+1,042,374
| +794% | +$12.7M | ﹤0.01% | 1879 |
|
|
2017
Q1 | $1.82M | Sell |
131,324
-78,606
| -37% | -$1.03M | ﹤0.01% | 3886 |
|
|
2016
Q4 | $2.71M | Buy |
209,930
+98,435
| +88% | +$1.32M | ﹤0.01% | 3647 |
|
|
2016
Q3 | $1.39M | Sell |
111,495
-117,949
| -51% | -$1.53M | ﹤0.01% | 3783 |
|
|
2016
Q2 | $2.88M | Sell |
229,444
-15,320
| -6% | -$204K | ﹤0.01% | 3122 |
|
|
2016
Q1 | $3.33M | Sell |
244,764
-5,027
| -2% | -$60.3K | ﹤0.01% | 2893 |
|
|
2015
Q4 | $2.92M | Buy |
249,791
+179,926
| +258% | +$2.1M | ﹤0.01% | 3166 |
|
|
2015
Q3 | $769K | Sell |
69,865
-130,752
| -65% | -$1.57M | ﹤0.01% | 4328 |
|
|
2015
Q2 | $2.46M | Buy |
200,617
+135,255
| +207% | +$1.9M | ﹤0.01% | 3433 |
|
|
2015
Q1 | $896K | Buy |
65,362
+1,918
| +3% | +$26.6K | ﹤0.01% | 4212 |
|
|
2014
Q4 | $817K | Buy |
63,444
+30,538
| +93% | +$386K | ﹤0.01% | 4314 |
|
|
2014
Q3 | $384K | Sell |
32,906
-1,888,198
| -98% | -$23.3M | ﹤0.01% | 4746 |
|
|
2014
Q2 | $30.7M | Sell |
1,921,104
-843,959
| -31% | -$13.8M | 0.01% | 1095 |
|
|
2014
Q1 | $49.4M | Sell |
2,765,063
-127,074
| -4% | -$2.74M | 0.02% | 750 |
|
|
2013
Q4 | $70.2M | Buy |
+2,892,137
| New | +$79.1M | 0.03% | 583 |
|
Other funds holding PBPB
Morgan Stanley's PBPB Position: Q4 2025 in Review
Morgan Stanley sold out of Potbelly (PBPB) in Q4 2025, closing a stake of 333,313 shares — an estimated $5.68M sold.
Morgan Stanley first reported a position in PBPB in Q4 2013 and held it in 48 quarters. The position peaked at $70.2M in Q4 2013. 1 fund tracked by Wall St. Rank holds PBPB as of Q4 2025.
- Morgan Stanley reported no remaining Potbelly position as of Q4 2025 after selling out during the quarter.
- Morgan Stanley sold 333,313 Potbelly shares in Q4 2025, an estimated $5.68M.
- Morgan Stanley first reported a position in Potbelly in Q4 2013 and held it in 48 quarters.
- Morgan Stanley's Potbelly position peaked at $70.2M in Q4 2013.
- 1 fund tracked by Wall St. Rank held Potbelly as of Q4 2025.
Based on Morgan Stanley's 13F filing for Q4 2025, filed 13 Feb 2026.