Position in MS
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$386,305
+$82,180 QoQ
Shares Held
1,848
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#1,978
of 2,723 holders
Holding Since
Dec 2023
10 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, 2026BKM Wealth Management, LLC holds $386,305 across 1 Capital Markets name. MS ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
This page
|
1,848 | $386,305 |
All Filings in MS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $386,305 | 1,848 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $304,125 | 1,848 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $328,075 | 1,848 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $293,758 | 1,848 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $286,368 | 2,033 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $237,656 | 2,037 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $256,217 | 2,038 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $222,031 | 2,130 | Shares | Sole | 2024-10-23 | |
| 2024-03-31 | $207,528 | 2,204 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $193,680 | 2,077 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||