Position in MS
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$618,758
+$240,412 QoQ
Shares Held
2,960
+28.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#1,669
of 2,723 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in MS Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026Lewis Asset Management, LLC holds $3,468,302 across 3 Capital Markets names. MS ranks #2 (17.8% of the industry book) .
All Filings in MS
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $618,758 | 2,960 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $378,346 | 2,299 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $391,986 | 2,208 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $307,269 | 1,933 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $259,323 | 1,841 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $203,472 | 1,744 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $221,644 | 1,763 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $212,441 | 2,038 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||