Position in MS
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,680,681
+$118,089 QoQ
Shares Held
8,040
-15.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.42%
of 13F equity value
Holder Rank
#1,153
of 2,723 holders
Holding Since
Mar 2020
26 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, 2026Buckley Wealth Management, LLC holds $2,699,130 across 2 Capital Markets names. MS ranks #1 (62.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
8,040 | $1,680,681 | |
| 2 | GS |
Goldman Sachs Group Inc
|
1,007 | $1,018,449 |
All Filings in MS
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,680,681 | 8,040 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,562,592 | 9,495 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $1,540,605 | 8,678 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,383,428 | 8,703 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,259,006 | 8,938 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $1,164,949 | 9,985 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,230,170 | 9,785 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,009,981 | 9,689 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $915,432 | 9,419 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $883,974 | 9,388 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $863,495 | 9,260 | Shares | Sole | 2024-01-18 | |
| 2023-09-30 | $795,220 | 9,737 | Shares | Sole | 2023-10-13 | |
| 2023-06-30 | $1,020,103 | 11,945 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $947,713 | 10,794 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $1,019,644 | 11,993 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $940,535 | 11,904 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,175,583 | 15,456 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,354,000 | 15,492 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $1,218,165 | 12,410 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $624,243 | 6,415 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $514,014 | 5,606 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $347,528 | 4,475 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $450,927 | 6,580 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $455,457 | 9,420 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $646,592 | 13,387 | Shares | Sole | 2020-07-15 | |
| 2020-03-31 | $455,668 | 13,402 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||