Linscomb Wealth, Inc.

Position in MS — Morgan Stanley

CIK 1313294 Houston, TX

Position in MS

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$7,723,818

+$1,285,676 QoQ

Shares Held

36,949

-5.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.87%

of 13F equity value

Holder Rank

#628

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Financial Services · as of Jun 30, 2026

Linscomb Wealth, Inc. holds $11,097,855 across 2 Capital Markets names. MS ranks #1 (69.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	36,949	$7,723,818
2	SCHW	Schwab Charles Corp	36,567	$3,374,037

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$7,723,818	36,949	-5.6%	Shares	Sole	2026-07-31
2026-03-31	$6,438,142	39,121	-20.8%	Shares	Sole	2026-05-11
2025-12-31	$8,767,851	49,388	+3.4%	Shares	Sole	2026-02-10
2025-09-30	$7,590,498	47,751	+6.6%	Shares	Sole	2025-11-05
2025-06-30	$6,308,415	44,785	+0.5%	Shares	Sole	2025-08-04
2025-03-31	$5,199,515	44,566	-0.4%	Shares	Sole	2025-05-12
2024-12-31	$5,624,964	44,742	+0.6%	Shares	Sole	2025-02-05
2024-09-30	$4,635,031	44,465	-0.5%	Shares	Sole	2024-11-06
2024-06-30	$4,344,393	44,700	-0.2%	Shares	Sole	2024-08-07
2024-03-31	$4,215,919	44,774	+6.6%	Shares	Sole	2024-05-14
2023-12-31	$3,918,365	42,020	-2.5%	Shares	Sole	2024-02-06
2023-09-30	$3,520,467	43,106	+4.1%	Shares	Sole	2023-10-10
2023-06-30	$3,536,755	41,414	+1.5%	Shares	Sole	2023-08-09
2023-03-31	$3,582,327	40,801	+7.1%	Shares	Sole	2023-05-11
2022-12-31	$3,239,857	38,107	+22.7%	Shares	Sole	2023-02-14
2022-09-30	$2,454,524	31,066	+17.8%	Shares	Sole	2022-11-09
2022-06-30	$2,005,626	26,369	+57.2%	Shares	Sole	2022-08-15
2022-03-31	$1,466,309	16,777	+483.3%	Shares	Sole	2022-05-17
2021-12-31	$282,308	2,876	—	Shares	Sole	2022-02-10
No filing history on record for this holder in this stock.