SMC
MS icon

Smith, Moore & Co’s Morgan Stanley MS Stock Holding History

Smith, Moore & Co’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 		$258K Buy
1,569
+342
+28% +$59.2K 0.02% 482
2025
Q4 		$218K Sell
1,227
-32
-3% -$5.34K 0.02% 493
2025
Q3 		$200K Buy
+1,259
New +$186K 0.02% 506

Other funds holding MS

Mitsubishi UFJ Financial Group
Mitsubishi UFJ Financial Group Tokyo, Japan $62.1B AUM 41.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
JP Morgan Chase
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
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

Smith, Moore & Co's MS Position: Q1 2026 in Review

Smith, Moore & Co increased its Morgan Stanley (MS) stake by 28% in Q1 2026, buying an estimated $59.2K and bringing the position to 1,569 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #482.

Smith, Moore & Co first reported a position in MS in Q3 2025 and has held it in 3 quarters since. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Smith, Moore & Co held 1,569 shares of Morgan Stanley worth $258K as of Q1 2026.
  • Smith, Moore & Co bought 342 Morgan Stanley shares in Q1 2026, an estimated $59.2K.
  • Morgan Stanley made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #482 holding.
  • Smith, Moore & Co first reported a position in Morgan Stanley in Q3 2025 and has held it in 3 quarters since.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.