Position in MS
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$829,261
+$178,387 QoQ
Shares Held
3,967
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#1,517
of 2,723 holders
Holding Since
Mar 2020
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WOODMONT INVESTMENT COUNSEL LLC holds $39,176,353 across 3 Capital Markets names. MS ranks #2 (2.1% of the industry book) .
All Filings in MS
Export CSV
14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $829,261 | 3,967 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $650,874 | 3,955 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $743,850 | 4,190 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $820,392 | 5,161 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $725,569 | 5,151 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $593,266 | 5,085 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $638,909 | 5,082 | Shares | Sole | 2025-02-11 | |
| 2024-03-31 | $791,038 | 8,401 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $589,619 | 6,323 | Shares | Sole | 2024-01-19 | |
| 2022-12-31 | $689,002 | 8,104 | Shares | Sole | 2023-01-31 | |
| 2022-09-30 | $640,297 | 8,104 | Shares | Sole | 2022-11-08 | |
| 2021-12-31 | $710,089 | 7,234 | Shares | Sole | 2022-02-02 | |
| 2020-06-30 | $349,402 | 7,234 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $245,956 | 7,234 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||