Position in MS
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$3,869,539
+$937,067 QoQ
Shares Held
18,511
+3.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.22%
of 13F equity value
Holder Rank
#825
of 2,723 holders
Holding Since
Jun 2025
5 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, 2026LOM Asset Management Ltd holds $8,266,829 across 3 Capital Markets names. MS ranks #1 (46.8% of the industry book) .
All Filings in MS
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,869,539 | 18,511 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $2,932,472 | 17,819 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,869,239 | 16,162 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,550,354 | 16,044 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $2,047,540 | 14,536 | Shares | Sole | 2025-08-07 | |
| No filing history on record for this holder in this stock. | ||||||