Morgan Stanley shares owned by LWM Advisory Services
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in Morgan Stanley
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All positions including Morgan Stanley held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Morgan Stanley by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $229k | 1.1k | 209.04 |
| 2022-09-30 | $305k | 3.9k | 78.95 |
| 2022-06-30 | $231k | 3.0k | 75.91 |
| 2022-03-31 | $234k | 2.7k | 87.44 |
| 2021-12-31 | $215k | 2.2k | 98.17 |