Position in MS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,804,062
+$528,389 QoQ
Shares Held
13,414
-3.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#957
of 2,722 holders
Holding Since
Mar 2021
22 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, 2026Wellington Shields Capital Management, LLC holds $7,272,009 across 4 Capital Markets names. MS ranks #1 (38.6% of the industry book) .
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,804,062 | 13,414 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $2,275,673 | 13,828 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $2,444,055 | 13,767 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $2,232,434 | 14,044 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $2,352,502 | 16,701 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $426,662 | 3,657 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $459,758 | 3,657 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $375,993 | 3,607 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $350,564 | 3,607 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $339,635 | 3,607 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $336,352 | 3,607 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $215,363 | 2,637 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $225,199 | 2,637 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $231,528 | 2,637 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $224,197 | 2,637 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $205,979 | 2,607 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $255,333 | 3,357 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $319,621 | 3,657 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $503,757 | 5,132 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $470,201 | 4,832 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $284,880 | 3,107 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $225,757 | 2,907 | Shares | Sole | 2021-05-12 | |
| No filing history on record for this holder in this stock. | ||||||