Morgan Stanley
PIM

Morgan Stanley’s Franklin Master Intermediate Income Trust PIM Stock Holding History

Morgan Stanley’s Portfolio PIM Stock Details PIM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$561K Sell
171,598
-1,071
-0.6% -$3.51K ﹤0.01% 5432
2025
Q4 		$577K Sell
172,669
-42,358
-20% -$141K ﹤0.01% 5436
2025
Q3 		$740K Buy
215,027
+25,638
+14% +$86.4K ﹤0.01% 5319
2025
Q2 		$634K Sell
189,389
-3,055
-2% -$10.1K ﹤0.01% 5346
2025
Q1 		$639K Buy
192,444
+299
+0.2% +$986 ﹤0.01% 5221
2024
Q4 		$626K Sell
192,145
-4,593
-2% -$15.1K ﹤0.01% 5332
2024
Q3 		$667K Buy
196,738
+516
+0.3% +$1.72K ﹤0.01% 5262
2024
Q2 		$633K Buy
196,222
+9,072
+5% +$28.7K ﹤0.01% 5177
2024
Q1 		$599K Sell
187,150
-188,188
-50% -$603K ﹤0.01% 5230
2023
Q4 		$1.2M Buy
375,338
+182,074
+94% +$557K ﹤0.01% 5216
2023
Q3 		$584K Buy
193,264
+29,092
+18% +$91.4K ﹤0.01% 5100
2023
Q2 		$519K Buy
164,172
+15,278
+10% +$48.2K ﹤0.01% 5192
2023
Q1 		$473K Sell
148,894
-13,725
-8% -$44.6K ﹤0.01% 5288
2022
Q4 		$520K Buy
162,619
+10,963
+7% +$36K ﹤0.01% 5230
2022
Q3 		$493K Sell
151,656
-56,046
-27% -$192K ﹤0.01% 5277
2022
Q2 		$709K Buy
207,702
+66,542
+47% +$231K ﹤0.01% 5231
2022
Q1 		$505K Buy
141,160
+27,536
+24% +$100K ﹤0.01% 5397
2021
Q4 		$449K Sell
113,624
-88,675
-44% -$352K ﹤0.01% 5613
2021
Q3 		$823K Sell
202,299
-122,776
-38% -$506K ﹤0.01% 5174
2021
Q2 		$1.36M Sell
325,075
-104,079
-24% -$441K ﹤0.01% 4907
2021
Q1 		$1.85M Buy
429,154
+260,079
+154% +$1.1M ﹤0.01% 4308
2020
Q4 		$715K Buy
169,075
+61,270
+57% +$253K ﹤0.01% 4854
2020
Q3 		$443K Sell
107,805
-7,813
-7% -$32.5K ﹤0.01% 4706
2020
Q2 		$472K Buy
115,618
+3,063
+3% +$13K ﹤0.01% 4629
2020
Q1 		$459K Sell
112,555
-66,659
-37% -$302K ﹤0.01% 4426
2019
Q4 		$849K Buy
179,214
+8,315
+5% +$39.1K ﹤0.01% 4627
2019
Q3 		$785K Buy
170,899
+11,904
+7% +$54.7K ﹤0.01% 4432
2019
Q2 		$730K Buy
158,995
+1,833
+1% +$8.32K ﹤0.01% 4405
2019
Q1 		$714K Buy
157,162
+26,504
+20% +$118K ﹤0.01% 4334
2018
Q4 		$555K Sell
130,658
-6,034
-4% -$26.6K ﹤0.01% 4718
2018
Q3 		$618K Buy
136,692
+14,739
+12% +$67.7K ﹤0.01% 4873
2018
Q2 		$569K Buy
121,953
+11,139
+10% +$52.6K ﹤0.01% 5006
2018
Q1 		$521K Sell
110,814
-11,716
-10% -$55.8K ﹤0.01% 4978
2017
Q4 		$585K Buy
122,530
+4,197
+4% +$19.9K ﹤0.01% 4880
2017
Q3 		$560K Sell
118,333
-42,563
-26% -$201K ﹤0.01% 4811
2017
Q2 		$753K Buy
160,896
+36,045
+29% +$172K ﹤0.01% 4570
2017
Q1 		$586K Buy
124,851
+45,247
+57% +$211K ﹤0.01% 4740
2016
Q4 		$367K Buy
79,604
+24,247
+44% +$107K ﹤0.01% 5091
2016
Q3 		$245K Buy
55,357
+1,180
+2% +$5.24K ﹤0.01% 4925
2016
Q2 		$235K Sell
54,177
-4,389
-7% -$19.2K ﹤0.01% 4860
2016
Q1 		$258K Sell
58,566
-30,402
-34% -$130K ﹤0.01% 4827
2015
Q4 		$405K Sell
88,968
-32,973
-27% -$150K ﹤0.01% 4685
2015
Q3 		$550K Sell
121,941
-18,834
-13% -$87.3K ﹤0.01% 4543
2015
Q2 		$664K Sell
140,775
-3,351
-2% -$16.2K ﹤0.01% 4504
2015
Q1 		$707K Sell
144,126
-37,805
-21% -$183K ﹤0.01% 4395
2014
Q4 		$876K Sell
181,931
-19,049
-9% -$94.6K ﹤0.01% 4253
2014
Q3 		$1.01M Buy
200,980
+12,183
+6% +$61.6K ﹤0.01% 4019
2014
Q2 		$972K Sell
188,797
-49,675
-21% -$255K ﹤0.01% 4075
2014
Q1 		$1.23M Sell
238,472
-19,801
-8% -$100K ﹤0.01% 3827
2013
Q4 		$1.3M Sell
258,273
-9,255
-3% -$46.1K ﹤0.01% 3718
2013
Q3 		$1.3M Sell
267,528
-107,524
-29% -$530K ﹤0.01% 3567
2013
Q2 		$1.87M Buy
+375,052
New +$1.92M ﹤0.01% 3208

Other funds holding PIM

SIA
Sit Investment Associates Minneapolis, Minnesota $4.93B AUM 12.22% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
1CP
1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
PM
Penbrook Management New York $157M AUM 46.57% 1-Year Est. Return
GCP
Gill Capital Partners Denver, Colorado $348M AUM 14.74% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
WA
WealthTrust Axiom Wayne, Pennsylvania $406M AUM 40.44% 1-Year Est. Return

Morgan Stanley's PIM Position: Q1 2026 in Review

Morgan Stanley reduced its Franklin Master Intermediate Income Trust (PIM) stake by 0.62% in Q1 2026, selling an estimated $3.51K and leaving 171,598 shares worth $561K. The position accounts for ﹤0.01% of the portfolio, ranked #5432.

Morgan Stanley first reported a position in PIM in Q2 2013 and has held it in 52 quarters since. The position peaked at $1.87M in Q2 2013. 59 funds tracked by Wall St. Rank hold PIM as of Q1 2026.

  • Morgan Stanley held 171,598 shares of Franklin Master Intermediate Income Trust worth $561K as of Q1 2026.
  • Morgan Stanley sold 1,071 Franklin Master Intermediate Income Trust shares in Q1 2026, an estimated $3.51K.
  • Franklin Master Intermediate Income Trust made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #5432 holding.
  • Morgan Stanley first reported a position in Franklin Master Intermediate Income Trust in Q2 2013 and has held it in 52 quarters since.
  • Morgan Stanley's Franklin Master Intermediate Income Trust position peaked at $1.87M in Q2 2013.
  • 59 funds tracked by Wall St. Rank held Franklin Master Intermediate Income Trust as of Q1 2026.

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