Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$485,181
+$103,215 QoQ
Shares Held
2,321
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#1,807
of 2,721 holders
Holding Since
Dec 2022
15 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, 2026Welch Group, LLC holds $17,034,228 across 2 Capital Markets names. MS ranks #2 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
16,363 | $16,549,047 | |
| 2 | MS |
Morgan Stanley
This page
|
2,321 | $485,181 |
All Filings in MS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $485,181 | 2,321 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $381,966 | 2,321 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $420,923 | 2,371 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $362,428 | 2,280 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $321,160 | 2,280 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $255,157 | 2,187 | Shares | Sole | 2025-04-08 | |
| 2024-12-31 | $286,767 | 2,281 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $227,138 | 2,179 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $211,777 | 2,179 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $205,174 | 2,179 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $234,896 | 2,519 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $205,726 | 2,519 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $221,015 | 2,588 | Shares | Sole | 2023-07-18 | |
| 2023-03-31 | $227,226 | 2,588 | Shares | Sole | 2023-04-13 | |
| 2022-12-31 | $220,031 | 2,588 | Shares | Sole | 2023-01-30 | |
| No filing history on record for this holder in this stock. | ||||||