Morgan Stanley shares owned by Lvm Capital Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lvm Capital Management
from 13F filings
Historical chart of Lvm Capital Management investment in Morgan Stanley
Tip: Access up to 7 years of quarterly data
All positions including Morgan Stanley held by Lvm Capital Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Morgan Stanley by Lvm Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $31M | 197k | 158.96 |
| 2025-06-30 | $28M | 195k | 140.86 |
| 2025-03-31 | $23M | 197k | 116.67 |
| 2024-12-31 | $25M | 196k | 125.72 |
| 2024-09-30 | $19M | 197k | 97.19 |
| 2024-06-30 | $19M | 197k | 97.19 |
| 2024-03-31 | $19M | 204k | 94.16 |
| 2023-12-31 | $19M | 202k | 93.25 |
| 2023-09-30 | $17M | 202k | 81.67 |
| 2023-06-30 | $17M | 203k | 85.40 |
| 2023-03-31 | $17M | 198k | 87.80 |
| 2022-12-31 | $17M | 202k | 85.02 |
| 2022-09-30 | $16M | 201k | 79.01 |
| 2022-06-30 | $15M | 198k | 76.06 |
| 2022-03-31 | $16M | 187k | 87.40 |
| 2021-12-31 | $18M | 182k | 98.16 |
| 2021-09-30 | $18M | 180k | 97.31 |
| 2021-06-30 | $17M | 189k | 91.69 |
| 2021-03-31 | $15M | 188k | 77.66 |
| 2020-12-31 | $13M | 191k | 68.53 |
| 2020-09-30 | $9.1M | 189k | 48.35 |
| 2020-06-30 | $8.9M | 185k | 48.30 |
| 2020-03-31 | $6.5M | 190k | 34.00 |
| 2019-12-31 | $10M | 195k | 51.12 |
| 2019-09-30 | $10M | 237k | 42.67 |
| 2019-06-30 | $10M | 238k | 43.81 |
| 2019-03-31 | $10M | 237k | 42.20 |
| 2018-12-31 | $9.2M | 233k | 39.65 |
| 2018-09-30 | $12M | 253k | 46.57 |
| 2018-06-30 | $12M | 253k | 47.40 |
| 2018-03-31 | $14M | 251k | 53.96 |
| 2017-12-31 | $13M | 252k | 52.47 |
| 2017-09-30 | $12M | 250k | 48.17 |
| 2017-06-30 | $11M | 251k | 44.56 |
| 2017-03-31 | $5.8M | 134k | 42.84 |
More positions owned by Lvm Capital Management
Home Depot (HD)
View all positions for Lvm Capital Management