Morgan Stanley
SGML icon

Morgan Stanley’s Sigma Lithium SGML Stock Holding History

Morgan Stanley’s Portfolio SGML Stock Details SGML Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$15.4M Sell
1,214,974
-195,680
-14% -$3.29M ﹤0.01% 3341
2026
Q1 		$17.4M Sell
1,410,654
-2,100,031
-60% -$26.9M ﹤0.01% 3083
2025
Q4 		$46.3M Buy
3,510,685
+3,094,575
+744% +$26.7M ﹤0.01% 2150
2025
Q3 		$2.67M Sell
416,110
-470,153
-53% -$2.83M ﹤0.01% 4600
2025
Q2 		$3.99M Buy
886,263
+614,883
+227% +$4.06M ﹤0.01% 4239
2025
Q1 		$2.82M Sell
271,380
-267,137
-50% -$3.07M ﹤0.01% 4376
2024
Q4 		$6.04M Buy
538,517
+127,946
+31% +$1.67M ﹤0.01% 3842
2024
Q3 		$5.07M Sell
410,571
-91,835
-18% -$1M ﹤0.01% 3952
2024
Q2 		$6.04M Buy
502,406
+64,360
+15% +$953K ﹤0.01% 3740
2024
Q1 		$5.68M Buy
438,046
+243,441
+125% +$4.35M ﹤0.01% 3817
2023
Q4 		$6.14M Sell
194,605
-292,987
-60% -$8.17M ﹤0.01% 3749
2023
Q3 		$15.8M Buy
487,592
+82,324
+20% +$2.95M ﹤0.01% 2699
2023
Q2 		$16.3M Buy
405,268
+252,865
+166% +$9.64M ﹤0.01% 2677
2023
Q1 		$5.73M Buy
152,403
+97,313
+177% +$3.12M ﹤0.01% 3670
2022
Q4 		$1.55M Sell
55,090
-46,738
-46% -$1.5M ﹤0.01% 4615
2022
Q3 		$2.77M Buy
101,828
+77,360
+316% +$1.62M ﹤0.01% 4198
2022
Q2 		$377K Buy
24,468
+1,729
+8% +$27.7K ﹤0.01% 5559
2022
Q1 		$309K Buy
22,739
+22,489
+8,996% +$246K ﹤0.01% 5676
2021
Q4 		$3K Buy
+250
New +$2.33K ﹤0.01% 7746

Other funds holding SGML

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
JAM
Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return
KI
Keystone Investors Singapore $1.87B AUM

Morgan Stanley's SGML Position: Q2 2026 in Review

Morgan Stanley reduced its Sigma Lithium (SGML) stake by 14% in Q2 2026, selling an estimated $3.29M and leaving 1,214,974 shares worth $15.4M. The position accounts for ﹤0.01% of the portfolio, ranked #3341.

Morgan Stanley first reported a position in SGML in Q4 2021 and has held it in 19 quarters since. The position peaked at $46.3M in Q4 2025. 119 funds tracked by Wall St. Rank hold SGML as of Q2 2026.

  • Morgan Stanley held 1,214,974 shares of Sigma Lithium worth $15.4M as of Q2 2026.
  • Morgan Stanley sold 195,680 Sigma Lithium shares in Q2 2026, an estimated $3.29M.
  • Sigma Lithium made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #3341 holding.
  • Morgan Stanley first reported a position in Sigma Lithium in Q4 2021 and has held it in 19 quarters since.
  • Morgan Stanley's Sigma Lithium position peaked at $46.3M in Q4 2025.
  • 119 funds tracked by Wall St. Rank held Sigma Lithium as of Q2 2026.

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