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Morgan Stanley shares owned by Wilbanks Smith & Thomas Asset Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Wilbanks Smith & Thomas Asset Management from 13F filings

Historical chart of Wilbanks Smith & Thomas Asset Management investment in Morgan Stanley

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All positions including Morgan Stanley held by Wilbanks Smith & Thomas Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Morgan Stanley by Wilbanks Smith & Thomas Asset Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.4M 26k 93.25
2023-09-30 $3.0M 37k 81.67
2023-06-30 $1.6M 18k 85.40
2023-03-31 $12M 140k 87.80
2022-12-31 $12M 143k 85.02
2022-09-30 $11M 143k 79.01
2022-06-30 $11M 139k 76.06
2022-03-31 $12M 139k 83.75
2021-12-31 $14M 137k 98.16
2021-09-30 $13M 135k 97.31
2021-06-30 $12M 136k 91.69
2021-03-31 $10M 132k 77.66
2020-12-31 $8.6M 126k 68.53
2020-09-30 $5.7M 118k 48.35
2020-06-30 $5.4M 112k 48.30
2020-03-31 $3.2M 95k 34.00
2019-12-31 $4.0M 78k 51.12
2019-09-30 $3.1M 73k 42.67
2019-06-30 $3.3M 75k 43.81
2019-03-31 $3.0M 71k 42.19
2018-12-31 $2.5M 63k 39.66
2018-09-30 $3.0M 64k 46.57
2018-06-30 $2.9M 61k 47.39
2018-03-31 $3.2M 59k 53.97
2017-12-31 $3.0M 57k 52.46
2017-09-30 $2.8M 58k 48.18
2017-06-30 $2.6M 59k 44.56
2017-03-31 $2.5M 59k 42.84
2016-12-31 $2.5M 60k 42.25
2016-09-30 $1.9M 60k 32.07
2016-06-30 $1.5M 60k 25.98
2016-03-31 $1.4M 57k 25.02
2015-12-31 $1.5M 49k 31.81
2015-09-30 $1.7M 55k 31.51
2015-06-30 $2.0M 52k 38.79

More positions owned by Wilbanks Smith & Thomas Asset Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Apple (AAPL)
Norfolk Southern (NSC)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Microsoft Corporation (MSFT)
Ishares Tr Rus Mid Cap Etf (IWR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)

View all positions for Wilbanks Smith & Thomas Asset Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
Jpmorgan Chase & Co
Wellington Management Company
Bank of America Corporation
Fisher Investments
Massachusetts Financial Services
UBS Group
Royal Bank of Canada
T. Rowe Price Associates
Goldman Sachs Group
Bank of New York Mellon
Citadel Advisors
Legal & General Group
Norges Bank Investment Management

View all funds holding Morgan Stanley