Morgan Stanley
PCM

Morgan Stanley’s PCM Fund PCM Stock Holding History

Morgan Stanley’s Portfolio PCM Stock Details PCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$106K Buy
18,550
+1,936
+12% +$11.5K ﹤0.01% 6130
2025
Q4 		$102K Buy
16,614
+991
+6% +$6.24K ﹤0.01% 6193
2025
Q3 		$105K Buy
15,623
+631
+4% +$4.05K ﹤0.01% 6128
2025
Q2 		$94.9K Sell
14,992
-27,620
-65% -$173K ﹤0.01% 6154
2025
Q1 		$275K Buy
42,612
+6,353
+18% +$42.2K ﹤0.01% 5597
2024
Q4 		$279K Buy
36,259
+6,523
+22% +$52.3K ﹤0.01% 5661
2024
Q3 		$238K Sell
29,736
-1,174
-4% -$9.07K ﹤0.01% 5688
2024
Q2 		$229K Buy
30,910
+62
+0.2% +$520 ﹤0.01% 5603
2024
Q1 		$255K Sell
30,848
-50,524
-62% -$413K ﹤0.01% 5634
2023
Q4 		$648K Buy
81,372
+34,824
+75% +$277K ﹤0.01% 5510
2023
Q3 		$414K Sell
46,548
-6,748
-13% -$63.7K ﹤0.01% 5249
2023
Q2 		$513K Sell
53,296
-1,995
-4% -$18.6K ﹤0.01% 5198
2023
Q1 		$466K Sell
55,291
-2,730
-5% -$24.3K ﹤0.01% 5297
2022
Q4 		$457K Sell
58,021
-10,796
-16% -$89.7K ﹤0.01% 5293
2022
Q3 		$549K Buy
68,817
+15,131
+28% +$145K ﹤0.01% 5226
2022
Q2 		$497K Buy
53,686
+7,712
+17% +$77.4K ﹤0.01% 5429
2022
Q1 		$468K Buy
45,974
+31,477
+217% +$334K ﹤0.01% 5440
2021
Q4 		$155K Sell
14,497
-272
-2% -$3.03K ﹤0.01% 6193
2021
Q3 		$168K Buy
14,769
+1,585
+12% +$18.5K ﹤0.01% 6093
2021
Q2 		$156K Buy
13,184
+1,011
+8% +$11.9K ﹤0.01% 6137
2021
Q1 		$140K Buy
12,173
+2,731
+29% +$30.7K ﹤0.01% 5849
2020
Q4 		$101K Sell
9,442
-512
-5% -$5.28K ﹤0.01% 5909
2020
Q3 		$101K Sell
9,954
-926
-9% -$9K ﹤0.01% 5434
2020
Q2 		$102K Sell
10,880
-4,815
-31% -$43.1K ﹤0.01% 5391
2020
Q1 		$125K Buy
15,695
+5,329
+51% +$56.7K ﹤0.01% 5092
2019
Q4 		$119K Sell
10,366
-5,669
-35% -$64.6K ﹤0.01% 5595
2019
Q3 		$178K Sell
16,035
-4,014
-20% -$44.9K ﹤0.01% 5188
2019
Q2 		$227K Sell
20,049
-158
-0.8% -$1.79K ﹤0.01% 4970
2019
Q1 		$225K Buy
20,207
+5,131
+34% +$55.2K ﹤0.01% 4992
2018
Q4 		$153K Sell
15,076
-907
-6% -$9.53K ﹤0.01% 5390
2018
Q3 		$180K Sell
15,983
-2,257
-12% -$25.9K ﹤0.01% 5501
2018
Q2 		$209K Sell
18,240
-4,048
-18% -$47K ﹤0.01% 5514
2018
Q1 		$252K Sell
22,288
-20,660
-48% -$230K ﹤0.01% 5369
2017
Q4 		$497K Sell
42,948
-10,261
-19% -$119K ﹤0.01% 4984
2017
Q3 		$620K Sell
53,209
-4,398
-8% -$50.4K ﹤0.01% 4742
2017
Q2 		$647K Sell
57,607
-3,586
-6% -$38.2K ﹤0.01% 4642
2017
Q1 		$621K Buy
61,193
+2,779
+5% +$28.3K ﹤0.01% 4698
2016
Q4 		$584K Buy
58,414
+9,887
+20% +$97.1K ﹤0.01% 4830
2016
Q3 		$485K Buy
48,527
+23,755
+96% +$239K ﹤0.01% 4543
2016
Q2 		$241K Buy
24,772
+12,359
+100% +$120K ﹤0.01% 4844
2016
Q1 		$117K Sell
12,413
-4,885
-28% -$44.4K ﹤0.01% 5241
2015
Q4 		$159K Sell
17,298
-401
-2% -$3.81K ﹤0.01% 5192
2015
Q3 		$167K Sell
17,699
-5,308
-23% -$51.6K ﹤0.01% 5173
2015
Q2 		$231K Sell
23,007
-1,028
-4% -$10.8K ﹤0.01% 5162
2015
Q1 		$254K Sell
24,035
-3,916
-14% -$41.8K ﹤0.01% 5077
2014
Q4 		$297K Sell
27,951
-5,807
-17% -$63.8K ﹤0.01% 5014
2014
Q3 		$375K Sell
33,758
-1,064
-3% -$12.5K ﹤0.01% 4765
2014
Q2 		$426K Buy
34,822
+2,092
+6% +$25.3K ﹤0.01% 4699
2014
Q1 		$398K Sell
32,730
-10,203
-24% -$122K ﹤0.01% 4709
2013
Q4 		$501K Sell
42,933
-12,665
-23% -$145K ﹤0.01% 4445
2013
Q3 		$636K Sell
55,598
-30,565
-35% -$347K ﹤0.01% 4166
2013
Q2 		$1.01M Buy
+86,163
New +$1.1M ﹤0.01% 3721

Other funds holding PCM

RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
LCM
Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
CIC
Concord Investment Counsel Irvine, California $297M AUM
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Morgan Stanley's PCM Position: Q1 2026 in Review

Morgan Stanley increased its PCM Fund (PCM) stake by 12% in Q1 2026, buying an estimated $11.5K and bringing the position to 18,550 shares worth $106K. The position accounts for ﹤0.01% of the portfolio, ranked #6130.

Morgan Stanley first reported a position in PCM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.01M in Q2 2013. 27 funds tracked by Wall St. Rank hold PCM as of Q1 2026.

  • Morgan Stanley held 18,550 shares of PCM Fund worth $106K as of Q1 2026.
  • Morgan Stanley bought 1,936 PCM Fund shares in Q1 2026, an estimated $11.5K.
  • PCM Fund made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6130 holding.
  • Morgan Stanley first reported a position in PCM Fund in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's PCM Fund position peaked at $1.01M in Q2 2013.
  • 27 funds tracked by Wall St. Rank held PCM Fund as of Q1 2026.

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