Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$24,912,132
+$5,771,325 QoQ
Shares Held
119,174
+2.5% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
#387
of 2,734 holders
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 21%
Shared 0%
None 79%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Apollon Wealth Management, LLC holds $84,890,976 across 20 Capital Markets names. MS ranks #2 (29.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
33,571 | $33,952,702 | |
| 2 | MS |
Morgan Stanley
This page
|
119,174 | $24,912,132 | |
| 3 | SNEX |
StoneX Group Inc.
|
159,388 | $12,591,691 | |
| 4 | SCHW |
Schwab Charles Corp
|
41,677 | $3,845,536 | |
| 5 | EVR |
Evercore Inc.
|
10,738 | $3,666,382 | |
| 6 | GLXY |
Galaxy Digital Inc.
|
50,834 | $1,389,801 | |
| 7 | IBKR |
Interactive Brokers Group, Inc.
|
9,814 | $854,210 | |
| 8 | IREN |
IREN Ltd
|
17,798 | $813,902 |
All Filings in MS
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,912,132 | 119,174 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $19,140,807 | 116,308 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $14,770,496 | 83,200 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $13,025,977 | 81,945 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $11,600,947 | 82,358 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $8,480,042 | 72,684 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $4,315,841 | 34,329 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,299,821 | 31,656 | Shares | Sole | 2024-11-05 | |
| 2024-06-30 | $2,954,381 | 30,398 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $2,832,521 | 30,082 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $2,386,640 | 25,594 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $1,814,544 | 22,218 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $2,008,949 | 23,524 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,957,764 | 22,298 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $1,871,375 | 22,011 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $1,594,263 | 20,178 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $1,126,296 | 14,808 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,236,273 | 14,145 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $1,069,649 | 10,897 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $786,459 | 8,082 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $366,026 | 3,992 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $344,422 | 4,435 | Shares | Sole | 2021-05-17 | |
| 2020-06-30 | $41,779 | 865 | Shares | Sole | 2020-08-14 | |
| No filing history on record for this holder in this stock. | ||||||