Position in MS
as of Jun 30, 2026
· filed Jul 8, 2026
Position Value
$1,731,269
+$366,161 QoQ
Shares Held
8,282
-0.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.39%
of 13F equity value
Holder Rank
#1,135
of 2,723 holders
Holding Since
Mar 2020
25 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, 2026Shulman DeMeo Asset Management LLC holds $2,168,157 across 2 Capital Markets names. MS ranks #1 (79.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
8,282 | $1,731,269 | |
| 2 | LAZ |
Lazard, Inc.
|
10,417 | $436,888 |
All Filings in MS
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,731,269 | 8,282 | Shares | Sole | 2026-07-08 | |
| 2026-03-31 | $1,365,108 | 8,295 | Shares | Sole | 2026-04-09 | |
| 2025-12-31 | $1,470,658 | 8,284 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $1,312,532 | 8,257 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $1,095,327 | 7,776 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $904,775 | 7,755 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $971,312 | 7,726 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $804,211 | 7,715 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $751,570 | 7,733 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $730,399 | 7,757 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $718,864 | 7,709 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $606,726 | 7,429 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $719,495 | 8,425 | Shares | Sole | 2023-07-27 | |
| 2023-03-31 | $755,431 | 8,604 | Shares | Sole | 2023-04-14 | |
| 2022-12-31 | $743,925 | 8,750 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $685,569 | 8,677 | Shares | Sole | 2022-10-18 | |
| 2022-06-30 | $655,561 | 8,619 | Shares | Sole | 2022-07-22 | |
| 2022-03-31 | $748,144 | 8,560 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $835,636 | 8,513 | Shares | Sole | 2022-01-28 | |
| 2021-09-30 | $830,540 | 8,535 | Shares | Sole | 2021-10-26 | |
| 2021-03-31 | $652,111 | 8,397 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $677,281 | 9,883 | Shares | Sole | 2021-01-13 | |
| 2020-09-30 | $475,183 | 9,828 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $472,760 | 9,788 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $330,718 | 9,727 | Shares | Sole | 2020-04-10 | |
| No filing history on record for this holder in this stock. | ||||||