Position in MS
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$4,451,297
+$871,571 QoQ
Shares Held
21,294
-2.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
2.15%
of 13F equity value
Holder Rank
#786
of 2,723 holders
Holding Since
Jun 2024
9 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, 2026William B. Walkup & Associates, Inc. holds $4,457,048 across 3 Capital Markets names. MS ranks #1 (99.9% of the industry book) .
All Filings in MS
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,451,297 | 21,294 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $3,579,726 | 21,752 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $3,768,606 | 21,228 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $3,434,648 | 21,607 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,051,731 | 21,665 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $2,537,805 | 21,752 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $2,719,575 | 21,632 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,275,559 | 21,830 | Shares | Sole | 2024-11-15 | |
| 2024-06-30 | $2,121,657 | 21,830 | Shares | Sole | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||