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Wellington Shields Capital Management’s Morgan Stanley MS Stock Holding History

Wellington Shields 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 		$2.28M Buy
13,828
+61
+0.4% +$10.6K 0.34% 66
2025
Q4 		$2.44M Sell
13,767
-277
-2% -$46.2K 0.36% 58
2025
Q3 		$2.23M Sell
14,044
-2,657
-16% -$392K 0.34% 63
2025
Q2 		$2.35M Buy
16,701
+13,044
+357% +$1.6M 0.4% 56
2025
Q1 		$427K Hold
3,657
– – 0.08% 152
2024
Q4 		$460K Buy
3,657
+50
+1% +$6.16K 0.08% 157
2024
Q3 		$376K Hold
3,607
– – 0.07% 186
2024
Q2 		$351K Hold
3,607
– – 0.06% 185
2024
Q1 		$340K Hold
3,607
– – 0.06% 188
2023
Q4 		$336K Buy
3,607
+970
+37% +$77.6K 0.04% 188
2023
Q3 		$215K Hold
2,637
– – 0.03% 224
2023
Q2 		$225K Hold
2,637
– – 0.03% 212
2023
Q1 		$232K Hold
2,637
– – 0.03% 209
2022
Q4 		$224K Buy
2,637
+30
+1% +$2.56K 0.03% 218
2022
Q3 		$206K Sell
2,607
-750
-22% -$63.2K 0.05% 215
2022
Q2 		$255K Sell
3,357
-300
-8% -$24.6K 0.03% 207
2022
Q1 		$320K Sell
3,657
-1,475
-29% -$142K 0.04% 217
2021
Q4 		$504K Buy
5,132
+300
+6% +$29.9K 0.06% 207
2021
Q3 		$470K Buy
4,832
+1,725
+56% +$171K 0.06% 184
2021
Q2 		$285K Buy
3,107
+200
+7% +$17.1K 0.03% 249
2021
Q1 		$226K Buy
+2,907
New +$223K 0.02% 262
2016
Q2 		– Sell
-13,050
Closed -$326K – 328
2016
Q1 		$326K Buy
+13,050
New +$333K 0.06% 251

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

Wellington Shields Capital Management's MS Position: Q1 2026 in Review

Wellington Shields Capital Management increased its Morgan Stanley (MS) stake by 0.44% in Q1 2026, buying an estimated $10.6K and bringing the position to 13,828 shares worth $2.28M. The position accounts for 0.34% of the portfolio, ranked #66.

Wellington Shields Capital Management first reported a position in MS in Q1 2016 and has held it in 22 quarters since. The position peaked at $2.44M in Q4 2025. 2,490 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Wellington Shields Capital Management held 13,828 shares of Morgan Stanley worth $2.28M as of Q1 2026.
  • Wellington Shields Capital Management bought 61 Morgan Stanley shares in Q1 2026, an estimated $10.6K.
  • Morgan Stanley made up 0.34% of Wellington Shields Capital Management's portfolio in Q1 2026, its #66 holding.
  • Wellington Shields Capital Management first reported a position in Morgan Stanley in Q1 2016 and has held it in 22 quarters since.
  • Wellington Shields Capital Management's Morgan Stanley position peaked at $2.44M in Q4 2025.
  • 2,490 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.