Pinnacle Wealth Management Advisory Group, LLC

Position in MS — Morgan Stanley

CIK 1631864 RED BANK, NJ

Position in MS

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$10,878,859

+$2,382,110 QoQ

Shares Held

52,042

+0.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#536

of 2,723 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Financial Services · as of Jun 30, 2026

Pinnacle Wealth Management Advisory Group, LLC holds $15,296,422 across 3 Capital Markets names. MS ranks #1 (71.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MS	Morgan Stanley This page	52,042	$10,878,859
2	GS	Goldman Sachs Group Inc	3,345	$3,383,032
3	SCHW	Schwab Charles Corp	11,212	$1,034,531

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,878,859	52,042	+0.8%	Shares	Sole	2026-08-05
2026-03-31	$8,496,749	51,630	+2.2%	Shares	Sole	2026-04-21
2025-12-31	$8,971,478	50,535	+1.0%	Shares	Sole	2026-02-02
2025-09-30	$7,950,066	50,013	+3.4%	Shares	Sole	2025-10-20
2025-06-30	$6,815,229	48,383	+2.7%	Shares	Sole	2025-08-07
2025-03-31	$5,495,857	47,106	+4.2%	Shares	Sole	2025-05-07
2024-12-31	$5,685,435	45,223	-0.1%	Shares	Sole	2025-01-31
2024-09-30	$4,717,172	45,253	+2.1%	Shares	Sole	2024-10-16
2024-06-30	$4,306,683	44,312	+3.8%	Shares	Sole	2024-07-25
2024-03-31	$4,018,560	42,678	-2.0%	Shares	Sole	2024-05-01
2023-12-31	$4,059,732	43,536	-11.9%	Shares	Sole	2024-02-07
2023-09-30	$4,037,846	49,441	+2.0%	Shares	Sole	2023-10-25
2023-06-30	$4,138,911	48,465	-5.8%	Shares	Sole	2023-08-02
2023-03-31	$4,515,817	51,433	-0.6%	Shares	Sole	2023-05-04
2022-12-31	$4,397,149	51,719	-5.9%	Shares	Sole	2023-02-07
2022-09-30	$4,341,441	54,948	-4.6%	Shares	Sole	2022-11-10
2022-06-30	$4,378,774	57,570	+5.0%	Shares	Sole	2022-08-01
2022-03-31	$4,791,879	54,827	+54.3%	Shares	Sole	2022-05-05
2021-12-31	$3,487,722	35,531	+50.6%	Shares	Sole	2022-01-20
2021-09-30	$2,295,542	23,590	-2.7%	Shares	Sole	2021-10-29
2021-06-30	$2,222,107	24,235	+6.2%	Shares	Sole	2021-08-10
2021-03-31	$1,772,977	22,830	-9.9%	Shares	Sole	2021-05-13
2020-12-31	$1,736,550	25,340	—	Shares	Sole	2021-02-03
No filing history on record for this holder in this stock.