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Morgan Stanley shares owned by B&l Asset Management

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

Historical chart of B&l Asset Management investment in Morgan Stanley

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

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Quarterly reported holdings in Morgan Stanley by B&l Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $504k 3.2k 158.96
2025-06-30 $442k 3.1k 140.86
2025-03-31 $367k 3.1k 116.67
2024-12-31 $318k 2.5k 125.72
2024-09-30 $289k 2.8k 104.24