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Piedmont Capital Management (North Carolina)’s Morgan Stanley MS Stock Holding History

Piedmont Capital Management (North Carolina)’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 		$692K Hold
4,205
– – 0.46% 36
2025
Q4 		$747K Buy
+4,205
New +$701K 0.49% 34

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VCM
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Piedmont Capital Management (North Carolina)'s MS Position: Q1 2026 in Review

Piedmont Capital Management (North Carolina) held its Morgan Stanley (MS) position steady in Q1 2026 at 4,205 shares worth $692K. The position accounts for 0.46% of the portfolio, ranked #36.

Piedmont Capital Management (North Carolina) first reported a position in MS in Q4 2025 and has held it in 2 quarters since. The position peaked at $747K in Q4 2025. 2,491 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Piedmont Capital Management (North Carolina) held 4,205 shares of Morgan Stanley worth $692K as of Q1 2026.
  • Piedmont Capital Management (North Carolina) left its Morgan Stanley share count unchanged in Q1 2026.
  • Morgan Stanley made up 0.46% of Piedmont Capital Management (North Carolina)'s portfolio in Q1 2026, its #36 holding.
  • Piedmont Capital Management (North Carolina) first reported a position in Morgan Stanley in Q4 2025 and has held it in 2 quarters since.
  • Piedmont Capital Management (North Carolina)'s Morgan Stanley position peaked at $747K in Q4 2025.
  • 2,491 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Piedmont Capital Management (North Carolina)'s 13F filing for Q1 2026, filed 21 Apr 2026.