BAM Wealth Management »

Morgan Stanley shares owned by BAM Wealth Management

Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by BAM Wealth Management from 13F filings

Historical chart of BAM Wealth Management investment in Morgan Stanley

Tip: Access up to 7 years of quarterly data

All positions including Morgan Stanley held by BAM Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Morgan Stanley by BAM Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 1.1k 177.50

More positions owned by BAM Wealth Management

Pimco Etf Tr Active Bd Etf (BOND)
First Tr Exchng Traded Fd Vi Ft Vest Uq Eqt (FDEC)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FOCT)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FSEP)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAUG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FJUL)
Apple (AAPL)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)
Microsoft Corporation (MSFT)
Pimco Etf Tr Multisector Bd (PYLD)
NVIDIA Corporation (NVDA)
Broadcom (AVGO)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)

View all positions for BAM Wealth Management

Top funds holding Morgan Stanley

Mitsubishi UFJ Financial Group
Vanguard Group
State Street Corporation
BlackRock
Jpmorgan Chase & Co
Geode Capital Management
Fisher Investments
FMR
Capital Research and Management Company - Division 3
Wellington Management Company
Goldman Sachs Group
Capital Research Global Investors
Norges Bank Investment Management
Ameriprise Financial
UBS Group

View all funds holding Morgan Stanley