Morgan Stanley’s SMX (Security Matters) Plc SMX Stock Holding History

Morgan Stanley’s Portfolio SMX Stock Details SMX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$281	Buy	21 +17	+425%	+$1.63K	﹤0.01%	7795
2026 Q1	$1.69K	Buy	+4	New	+$10.3K	﹤0.01%	7357
2025 Q4	–	Hold	0	–	–	–	7270
2025 Q2	–	Hold	0	–	-$20.9K	–	8263
2025 Q1	–	Hold	0	–	–	–	6560
2024 Q4	–	Hold	0	–	-$1.06K	–	8079
2024 Q3	–	Hold	0	–	–	–	7214
2024 Q2	–	Hold	0	–	-$586	–	7952
2024 Q1	–	Hold	0	–	–	–	7224
2023 Q4	–	Hold	0	–	–	–	6941
2023 Q3	–	Hold	0	–	–	–	7270
2023 Q2	–	Hold	0	–	–	–	7254
2023 Q1	–	Hold	0	–	–	–	7041

Other funds holding SMX

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return

PWA

Physician Wealth Advisors Midvale, Utah $837M AUM 26% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

CFM

Cornerstone Financial Management Burlington, Massachusetts $125M AUM

Morgan Stanley's SMX Position: Q2 2026 in Review

Morgan Stanley increased its SMX (Security Matters) Plc (SMX) stake by 425% in Q2 2026, buying an estimated $1.63K and bringing the position to 21 shares worth $281. The position accounts for ﹤0.01% of the portfolio, ranked #7795.

Morgan Stanley first reported a position in SMX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.69K in Q1 2026. 6 funds tracked by Wall St. Rank hold SMX as of Q2 2026.

Morgan Stanley held 21 shares of SMX (Security Matters) Plc worth $281 as of Q2 2026.
Morgan Stanley bought 17 SMX (Security Matters) Plc shares in Q2 2026, an estimated $1.63K.
SMX (Security Matters) Plc made up ﹤0.01% of Morgan Stanley's portfolio in Q2 2026, its #7795 holding.
Morgan Stanley first reported a position in SMX (Security Matters) Plc in Q1 2026 and has held it in 2 quarters since.
Morgan Stanley's SMX (Security Matters) Plc position peaked at $1.69K in Q1 2026.
6 funds tracked by Wall St. Rank held SMX (Security Matters) Plc as of Q2 2026.

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