Position in MS
as of Mar 31, 2026
· filed May 19, 2026
Position Value
$1,524,411
+$107,012 QoQ
Shares Held
9,263
+16.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
23 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Derivatives in MS
reported options exposure · as of Jun 30, 2020CallValue
$144,900
CallShares
3,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Capital Markets
Financial Services · as of Mar 31, 2026Western Wealth Management, LLC holds $6,166,271 across 25 Capital Markets names. MS ranks #2 (24.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
2,718 | $2,299,400 | |
| 2 | MS |
Morgan Stanley
This page
|
9,263 | $1,524,411 | |
| 3 | SCHW |
Schwab Charles Corp
|
7,710 | $724,585 | |
| 4 | JEF |
Jefferies Financial Group Inc.
|
8,667 | $357,686 | |
| 5 | IREN |
IREN Ltd
|
8,962 | $307,217 | |
| 6 | MARA |
MARA Holdings, Inc.
|
27,140 | $221,462 | |
| 7 | LPLA |
LPL Financial Holdings Inc.
|
503 | $151,317 | |
| 8 | GLXY |
Galaxy Digital Inc.
|
6,844 | $126,271 |
All Filings in MS
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,524,411 | 9,263 | Shares | Sole | 2026-05-19 | |
| 2025-12-31 | $1,417,399 | 7,984 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,249,902 | 7,863 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $1,106,455 | 7,855 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $673,069 | 5,769 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $797,064 | 6,340 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $642,326 | 6,162 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $581,584 | 5,984 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $601,964 | 6,393 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $536,374 | 5,752 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $413,985 | 5,069 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $568,764 | 6,660 | Shares | Sole | 2023-08-30 | |
| 2023-03-31 | $585,187 | 6,665 | Shares | Sole | 2023-08-30 | |
| 2022-12-31 | $604,917 | 7,115 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,421,310 | 17,989 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $1,350,825 | 17,760 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $1,570,315 | 17,967 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $834,065 | 8,497 | Shares | Sole | 2022-02-14 | |
| 2021-06-30 | $533,269 | 5,816 | Shares | Sole | 2021-08-09 | |
| 2021-03-31 | $388,067 | 4,997 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $341,484 | 4,983 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $256,206 | 5,299 | Shares | Sole | 2020-10-27 | |
| 2020-06-30 | $265,360 | 5,494 | Shares | Sole | 2020-07-20 | |
| 2020-06-30 | $144,900 | 3,000 | Call | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||