Position in MS
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$228,480
-$76,735 QoQ
Shares Held
1,093
-71.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.61%
of 13F equity value
Holder Rank
#2,304
of 2,723 holders
Holding Since
Dec 2021
5 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, 2026LWM Advisory Services, LLC holds $228,480 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,093 | $228,480 |
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $228,480 | 1,093 | Shares | Sole | 2026-08-03 | |
| 2022-09-30 | $305,215 | 3,863 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $231,450 | 3,043 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $233,882 | 2,676 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $214,970 | 2,190 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||