Penobscot Investment Management Company, Inc.
Position in MS — Morgan Stanley
CIK 1394866
BOSTON, MA
Position in MS
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,925,980
+$1,711,527 QoQ
Shares Held
18,781
+39.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.31%
of 13F equity value
Holder Rank
#820
of 2,723 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Penobscot Investment Management Company, Inc. holds $4,141,401 across 2 Capital Markets names. MS ranks #1 (94.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
18,781 | $3,925,980 | |
| 2 | GS |
Goldman Sachs Group Inc
|
213 | $215,421 |
All Filings in MS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,925,980 | 18,781 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,214,453 | 13,456 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $2,388,843 | 13,456 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $2,124,659 | 13,366 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,847,238 | 13,114 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $1,530,010 | 13,114 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $1,711,552 | 13,614 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $1,419,123 | 13,614 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $1,323,144 | 13,614 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,230,765 | 13,071 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,156,020 | 12,397 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $1,026,510 | 12,569 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||