Abbot Financial Management, Inc.

Position in MS — Morgan Stanley

CIK 1714341 ANDOVER, MA

Position in MS

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,582,945

+$739,999 QoQ

Shares Held

17,140

-0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.71%

of 13F equity value

Holder Rank

#856

of 2,723 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

Abbot Financial Management, Inc. holds $4,726,804 across 2 Capital Markets names. MS ranks #1 (75.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	17,140	$3,582,945
2	GS	Goldman Sachs Group Inc	1,131	$1,143,859

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,582,945	17,140	-0.8%	Shares	Sole	2026-08-06
2026-03-31	$2,842,946	17,275	-0.9%	Shares	Sole	2026-05-13
2025-12-31	$3,093,460	17,425	0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,769,878	17,425	-3.6%	Shares	Sole	2025-11-10
2025-06-30	$2,546,044	18,075	0.0%	Shares	Sole	2025-08-14
2025-03-31	$2,108,810	18,075	-0.1%	Shares	Sole	2025-05-07
2024-12-31	$2,275,532	18,100	0.0%	Shares	Sole	2025-02-06
2024-09-30	$1,886,744	18,100	0.0%	Shares	Sole	2024-11-08
2024-06-30	$1,759,139	18,100	-0.3%	Shares	Sole	2024-08-09
2024-03-31	$1,709,004	18,150	-0.1%	Shares	Sole	2024-05-13
2023-12-31	$1,694,352	18,170	0.0%	Shares	Sole	2024-02-09
2023-09-30	$1,483,943	18,170	-0.5%	Shares	Sole	2023-11-13
2023-06-30	$1,560,258	18,270	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$1,593,131	18,145	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,542,687	18,145	-4.6%	Shares	Sole	2023-02-09
2022-09-30	$1,502,770	19,020	0.0%	Shares	Sole	2022-11-14
2022-06-30	$1,446,661	19,020	-0.5%	Shares	Sole	2022-08-09
2022-03-31	$1,671,088	19,120	-3.0%	Shares	Sole	2022-05-12
2021-12-31	$1,935,715	19,720	-0.5%	Shares	Sole	2022-02-15
2021-09-30	$1,928,684	19,820	-1.0%	Shares	Sole	2021-11-04
2021-06-30	$1,835,633	20,020	-0.9%	Shares	Sole	2021-08-05
2021-03-31	$1,568,732	20,200	0.0%	Shares	Sole	2021-05-13
2020-12-31	$1,384,306	20,200	+2.2%	Shares	Sole	2021-02-11
2020-09-30	$955,444	19,761	+0.3%	Shares	Sole	2020-10-26
2020-06-30	$951,510	19,700	0.0%	Shares	Sole	2020-07-22
2020-03-31	$669,800	19,700	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.