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Willis Johnson & Associates’s Morgan Stanley MS Stock Holding History

Willis Johnson & Associates’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 		– Sell
-1,157
Closed -$205K – 208
2025
Q4 		$205K Buy
+1,157
New +$193K 0.01% 176
2024
Q4 		– Sell
-2,299
Closed -$240K – 170
2024
Q3 		$240K Buy
+2,299
New +$232K 0.02% 143

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

Willis Johnson & Associates's MS Position: Q1 2026 in Review

Willis Johnson & Associates sold out of Morgan Stanley (MS) in Q1 2026, closing a stake of 1,157 shares — an estimated $205K sold.

Willis Johnson & Associates first reported a position in MS in Q3 2024 and held it in 2 quarters. The position peaked at $240K in Q3 2024. 2,489 funds tracked by Wall St. Rank hold MS as of Q1 2026.

  • Willis Johnson & Associates reported no remaining Morgan Stanley position as of Q1 2026 after selling out during the quarter.
  • Willis Johnson & Associates sold 1,157 Morgan Stanley shares in Q1 2026, an estimated $205K.
  • Willis Johnson & Associates first reported a position in Morgan Stanley in Q3 2024 and held it in 2 quarters.
  • Willis Johnson & Associates's Morgan Stanley position peaked at $240K in Q3 2024.
  • 2,489 funds tracked by Wall St. Rank held Morgan Stanley as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.