BAXTER BROS INC

Position in MS — Morgan Stanley

CIK 1096783 RIVERSIDE, CT

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$19,311,324

+$3,972,084 QoQ

Shares Held

92,381

-0.9% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

2.26%

of 13F equity value

Holder Rank

#436

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Financial Services · as of Jun 30, 2026

BAXTER BROS INC holds $49,172,005 across 3 Capital Markets names. MS ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	92,381	$19,311,324
2	SCHW	Schwab Charles Corp	168,229	$15,522,489
3	GS	Goldman Sachs Group Inc	14,177	$14,338,192

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$19,311,324	92,381	-0.9%	Shares	Sole	2026-08-06
2026-03-31	$15,339,240	93,208	-2.0%	Shares	Sole	2026-04-28
2025-12-31	$16,883,280	95,101	-1.7%	Shares	Sole	2026-01-26
2025-09-30	$15,383,830	96,778	+1.2%	Shares	Sole	2025-10-14
2025-06-30	$13,475,231	95,664	+6.3%	Shares	Sole	2025-07-24
2025-03-31	$10,499,716	89,995	+12.7%	Shares	Sole	2025-04-09
2024-12-31	$10,038,616	79,849	+1.8%	Shares	Sole	2025-02-12
2024-09-30	$8,174,188	78,417	+7.1%	Shares	Sole	2024-10-29
2024-06-30	$7,116,640	73,224	+6.6%	Shares	Sole	2024-07-15
2024-03-31	$6,470,863	68,722	+1.3%	Shares	Sole	2024-04-29
2023-12-31	$6,327,758	67,858	+1.1%	Shares	Sole	2024-05-17
2023-09-30	$5,479,485	67,093	+2.3%	Shares	Sole	2024-05-17
2023-06-30	$5,600,873	65,584	-0.4%	Shares	Sole	2023-08-14
2023-03-31	$5,784,088	65,878	-0.0%	Shares	Sole	2023-05-15
2022-12-31	$5,601,032	65,879	+3.3%	Shares	Sole	2023-02-01
2022-09-30	$5,037,677	63,760	+2.5%	Shares	Sole	2022-11-14
2022-06-30	$4,729,943	62,187	+5.3%	Shares	Sole	2022-07-25
2022-03-31	$5,163,329	59,077	+0.1%	Shares	Sole	2022-04-20
2021-12-31	$5,790,654	58,992	+13.2%	Shares	Sole	2022-01-14
2021-09-30	$5,072,478	52,127	+0.5%	Shares	Sole	2021-10-25
2021-06-30	$4,755,685	51,867	+3.8%	Shares	Sole	2021-08-11
2021-03-31	$3,879,893	49,960	+14.3%	Shares	Sole	2021-04-23
2020-12-31	$2,995,446	43,710	0.0%	Shares	Sole	2021-01-25
2020-09-30	$2,113,378	43,710	-0.7%	Shares	Sole	2020-11-05
2020-06-30	$2,126,649	44,030	+10.5%	Shares	Sole	2020-07-31
2020-03-31	$1,354,220	39,830	—	Shares	Sole	2020-04-17
No filing history on record for this holder in this stock.