Position in MS
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,636,412
+$524,815 QoQ
Shares Held
12,612
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.59%
of 13F equity value
Holder Rank
#977
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, 2026Chesapeake Wealth Management holds $2,923,641 across 2 Capital Markets names. MS ranks #1 (90.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
12,612 | $2,636,412 | |
| 2 | GS |
Goldman Sachs Group Inc
|
284 | $287,229 |
All Filings in MS
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,636,412 | 12,612 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $2,111,597 | 12,831 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $2,422,928 | 13,648 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,239,587 | 14,089 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,981,335 | 14,066 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $1,713,648 | 14,688 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,885,924 | 15,001 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,580,277 | 15,160 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $1,502,751 | 15,462 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,501,192 | 15,943 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $1,521,093 | 16,312 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1,325,094 | 16,225 | Shares | Sole | 2023-11-16 | |
| 2023-06-30 | $1,411,405 | 16,527 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $1,426,311 | 16,245 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $1,329,287 | 15,635 | Shares | Sole | 2023-02-23 | |
| 2022-09-30 | $1,163,421 | 14,725 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $853,773 | 11,225 | Shares | Sole | 2022-07-21 | |
| 2022-03-31 | $746,483 | 8,541 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $237,350 | 2,418 | Shares | Sole | 2022-02-03 | |
| 2021-09-30 | $235,295 | 2,418 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $222,897 | 2,431 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 | $201,605 | 2,596 | Shares | Sole | 2021-04-26 | |
| No filing history on record for this holder in this stock. | ||||||