Murphy & Mullick Capital Management’s Morgan Stanley MS Stock Holding History

Murphy & Mullick Capital Management’s Portfolio MS Stock Details MS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$114K	Sell	692 -34	-5%	-$5.89K	0.08%	182
2025 Q4	$129K	Buy	726 +101	+16%	+$16.8K	0.09%	179
2025 Q3	$100K	Buy	625 +1	+0.2%	+$148	0.07%	200
2025 Q2	$77.9K	Buy	624 +76	+14%	+$9.34K	0.06%	211
2025 Q1	$63.9K	Buy	548 +41	+8%	+$5.28K	0.06%	232
2024 Q4	$63.7K	Buy	+507	New	+$62.4K	0.06%	228

Other funds holding MS

Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Murphy & Mullick Capital Management's MS Position: Q1 2026 in Review

Murphy & Mullick Capital Management reduced its Morgan Stanley (MS) stake by 4.7% in Q1 2026, selling an estimated $5.89K and leaving 692 shares worth $114K. The position accounts for 0.08% of the portfolio, ranked #182.

Murphy & Mullick Capital Management first reported a position in MS in Q4 2024 and has held it in 6 quarters since. The position peaked at $129K in Q4 2025. 2,487 funds tracked by Wall St. Rank hold MS as of Q1 2026.

Murphy & Mullick Capital Management held 692 shares of Morgan Stanley worth $114K as of Q1 2026.
Murphy & Mullick Capital Management sold 34 Morgan Stanley shares in Q1 2026, an estimated $5.89K.
Morgan Stanley made up 0.08% of Murphy & Mullick Capital Management's portfolio in Q1 2026, its #182 holding.
Murphy & Mullick Capital Management first reported a position in Morgan Stanley in Q4 2024 and has held it in 6 quarters since.
Murphy & Mullick Capital Management's Morgan Stanley position peaked at $129K in Q4 2025.
2,487 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Murphy & Mullick Capital Management's 13F filing for Q1 2026, filed 17 Apr 2026.