Position in MS
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$258,582
+$55,668 QoQ
Shares Held
1,237
+0.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#2,223
of 2,722 holders
Holding Since
Dec 2025
3 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, 2026Walker Asset Management, LLC holds $1,119,257 across 2 Capital Markets names. MS ranks #2 (23.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | GS |
Goldman Sachs Group Inc
|
851 | $860,675 | |
| 2 | MS |
Morgan Stanley
This page
|
1,237 | $258,582 |
All Filings in MS
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $258,582 | 1,237 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $202,914 | 1,233 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $218,184 | 1,229 | Shares | Sole | 2026-01-16 | |
| No filing history on record for this holder in this stock. | ||||||