KLCM Advisors, Inc.

Position in MS — Morgan Stanley

CIK 1166620 MILWAUKEE, WI

Position in MS

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

Position Value

$1,935,710

+$412,286 QoQ

Shares Held

9,260

+0.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#1,083

of 2,723 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

KLCM Advisors, Inc. holds $3,043,425 across 4 Capital Markets names. MS ranks #1 (63.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	9,260	$1,935,710
2	SCHW	Schwab Charles Corp	5,824	$537,380
3	GS	Goldman Sachs Group Inc	356	$360,047
4	IBKR	Interactive Brokers Group, Inc.	2,416	$210,288

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,935,710	9,260	+0.0%	Shares	Sole	2026-08-06
2026-03-31	$1,523,424	9,257	+1.6%	Shares	Sole	2026-04-30
2025-12-31	$1,616,765	9,107	-11.5%	Shares	Sole	2026-02-04
2025-09-30	$1,636,493	10,295	+7.7%	Shares	Sole	2025-11-13
2025-06-30	$1,346,199	9,557	0.0%	Shares	Sole	2025-08-04
2025-03-31	$1,115,015	9,557	-1.8%	Shares	Sole	2025-05-13
2024-12-31	$1,223,632	9,733	+10.4%	Shares	Sole	2025-01-31
2024-09-30	$919,188	8,818	+0.9%	Shares	Sole	2024-11-07
2024-06-30	$849,051	8,736	0.0%	Shares	Sole	2024-08-14
2024-03-31	$822,581	8,736	+21.9%	Shares	Sole	2024-05-16
2023-12-31	$668,043	7,164	-3.3%	Shares	Sole	2024-01-31
2023-09-30	$605,174	7,410	+0.6%	Shares	Sole	2023-11-07
2023-06-30	$628,885	7,364	+23.1%	Shares	Sole	2023-08-09
2023-03-31	$525,131	5,981	+4.1%	Shares	Sole	2023-05-11
2022-12-31	$488,609	5,747	+23.7%	Shares	Sole	2023-02-10
2022-09-30	$367,159	4,647	0.0%	Shares	Sole	2022-11-14
2022-06-30	$353,450	4,647	0.0%	Shares	Sole	2022-08-04
2022-03-31	$406,147	4,647	0.0%	Shares	Sole	2022-05-03
2021-12-31	$456,149	4,647	-2.7%	Shares	Sole	2022-01-31
2021-09-30	$464,947	4,778	0.0%	Shares	Sole	2021-11-16
2021-06-30	$438,094	4,778	+15.6%	Shares	Sole	2021-08-03
2021-03-31	$321,046	4,134	0.0%	Shares	Sole	2021-04-21
2020-12-31	$283,303	4,134	-0.8%	Shares	Sole	2021-01-26
2020-09-30	$201,474	4,167	—	Shares	Sole	2020-11-03
No filing history on record for this holder in this stock.