Position in MS
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$794,561
+$169,031 QoQ
Shares Held
3,801
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.41%
of 13F equity value
Holder Rank
#1,541
of 2,723 holders
Holding Since
Mar 2021
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026WIMMER ASSOCIATES 1, LLC holds $1,033,078 across 2 Capital Markets names. MS ranks #1 (76.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
3,801 | $794,561 | |
| 2 | SCHW |
Schwab Charles Corp
|
2,585 | $238,517 |
All Filings in MS
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $794,561 | 3,801 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $625,530 | 3,801 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $722,724 | 4,071 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $647,126 | 4,071 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $400,464 | 2,843 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $331,692 | 2,843 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $380,051 | 3,023 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $315,117 | 3,023 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $293,805 | 3,023 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $284,645 | 3,023 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $288,888 | 3,098 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $260,363 | 3,188 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $272,255 | 3,188 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $279,906 | 3,188 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $252,339 | 2,968 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $224,625 | 2,843 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $218,444 | 2,872 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $251,012 | 2,872 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $281,915 | 2,872 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $281,420 | 2,892 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $265,167 | 2,892 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $224,592 | 2,892 | Shares | Sole | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||