Morgan Stanley shares owned by LM Advisors
Historical chart of LM Advisors investment in Morgan Stanley
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All positions including Morgan Stanley held by LM Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by LM Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $970k | 6.1k | 158.91 |
| 2025-06-30 | $860k | 6.1k | 140.89 |
| 2025-03-31 | $670k | 5.7k | 116.75 |
| 2024-12-31 | $719k | 5.7k | 125.68 |
| 2024-09-30 | $596k | 5.7k | 104.18 |
| 2024-03-31 | $1.9M | 20k | 94.18 |
| 2023-12-31 | $2.2M | 24k | 93.25 |