Position in MS
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$965,555
+$204,913 QoQ
Shares Held
4,619
-0.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#1,424
of 2,723 holders
Holding Since
Jun 2023
10 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, 2026LAZARI CAPITAL MANAGEMENT, INC. holds $2,660,470 across 3 Capital Markets names. MS ranks #2 (36.3% of the industry book) .
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $965,555 | 4,619 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $760,642 | 4,622 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $871,139 | 4,907 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $791,302 | 4,978 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $701,201 | 4,978 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $635,501 | 5,447 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $684,796 | 5,447 | Shares | Sole | 2025-01-24 | |
| 2024-09-30 | $571,547 | 5,483 | Shares | Sole | 2024-10-22 | |
| 2024-06-30 | $525,700 | 5,409 | Shares | Sole | 2024-09-09 | |
| 2023-06-30 | $228,188 | 2,672 | Shares | Sole | 2023-07-20 | |
| No filing history on record for this holder in this stock. | ||||||