NCM Capital Management, LLC

Position in MS — Morgan Stanley

CIK 1907054 RAMSEY, NJ

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$1,810,495

+$387,788 QoQ

Shares Held

8,661

+0.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.02%

of 13F equity value

Holder Rank

#1,121

of 2,723 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

NCM Capital Management, LLC holds $2,417,317 across 2 Capital Markets names. MS ranks #1 (74.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	MS	Morgan Stanley This page	8,661	$1,810,495
2	GS	Goldman Sachs Group Inc	600	$606,822

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,810,495	8,661	+0.2%	Shares	Sole	2026-08-14
2026-03-31	$1,422,707	8,645	-2.6%	Shares	Sole	2026-05-15
2025-12-31	$1,575,933	8,877	-2.5%	Shares	Sole	2026-03-02
2025-09-30	$1,447,966	9,109	+0.0%	Shares	Sole	2025-11-14
2025-06-30	$1,282,530	9,105	+0.2%	Shares	Sole	2025-08-14
2025-03-31	$1,060,413	9,089	-5.2%	Shares	Sole	2025-05-14
2024-12-31	$1,205,529	9,589	0.0%	Shares	Sole	2025-02-18
2024-09-30	$999,557	9,589	0.0%	Shares	Sole	2024-11-14
2024-06-30	$931,954	9,589	-1.0%	Shares	Sole	2024-08-14
2024-03-31	$912,316	9,689	-9.1%	Shares	Sole	2024-05-15
2023-12-31	$993,578	10,655	+1.5%	Shares	Sole	2024-02-14
2023-09-30	$857,126	10,495	-1.1%	Shares	Sole	2023-11-14
2023-06-30	$906,179	10,611	+0.2%	Shares	Sole	2023-08-14
2023-03-31	$930,241	10,595	-5.4%	Shares	Sole	2023-05-15
2022-12-31	$951,798	11,195	0.0%	Shares	Sole	2023-02-15
2022-09-30	$884,516	11,195	0.0%	Shares	Sole	2022-11-15
2022-06-30	$851,491	11,195	0.0%	Shares	Sole	2022-08-17
2022-03-31	$978,443	11,195	+0.8%	Shares	Sole	2022-05-12
2021-12-31	$1,090,655	11,111	—	Shares	Sole	2022-02-15
No filing history on record for this holder in this stock.