Axiom Investment Management LLC

Position in MS — Morgan Stanley

CIK 1513703 NEW YORK, NY

Position in MS

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

Position Value

$336,136

+$105,738 QoQ

Shares Held

1,608

+14.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#2,052

of 2,723 holders

Holding Since

Mar 2020

3 quarters on record

Voting authority Sole 0% Shared 100% None 0%

Financial Services · as of Jun 30, 2026

Axiom Investment Management LLC holds $729,216 across 4 Capital Markets names. MS ranks #1 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	1,608	$336,136
2	SCHW	Schwab Charles Corp	3,229	$297,927
3	LAZ	Lazard, Inc.	2,100	$88,074
4	GS	Goldman Sachs Group Inc	7	$7,079

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$336,136	1,608	+14.9%	Shares	Sole	2026-07-31
2026-03-31	$230,398	1,400	-80.0%	Shares	Sole	2026-05-26
2020-03-31	$238,000	7,000	—	Shares	Sole	2021-03-16
No filing history on record for this holder in this stock.