SMITHBRIDGE ASSET MANAGEMENT INC/DE

Position in MS — Morgan Stanley

CIK 1103245 Chadds Ford, PA

Position in MS

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$225,763

-$157,701 QoQ

Shares Held

1,080

-50.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,317

of 2,723 holders

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SMITHBRIDGE ASSET MANAGEMENT INC/DE holds $13,880,238 across 3 Capital Markets names. MS ranks #3 (1.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	10,613	$10,733,669
2	SCHW	Schwab Charles Corp	31,655	$2,920,806
3	MS	Morgan Stanley This page	1,080	$225,763

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$225,763	1,080	-50.0%	Shares	Sole	2026-07-20
2025-12-31	$383,464	2,160	—	Shares	Sole	2026-02-11
No filing history on record for this holder in this stock.