Morgan Stanley shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Morgan Stanley (MS) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Morgan Stanley
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Quarterly reported holdings in Morgan Stanley by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 109k | 158.96 |
| 2025-06-30 | $15M | 108k | 140.86 |
| 2025-03-31 | $12M | 103k | 116.67 |
| 2024-12-31 | $12M | 96k | 125.72 |
| 2024-09-30 | $9.9M | 95k | 104.24 |
| 2024-06-30 | $8.9M | 92k | 97.19 |
| 2024-03-31 | $7.9M | 84k | 94.16 |
| 2023-12-31 | $7.4M | 79k | 93.25 |
| 2023-09-30 | $6.0M | 73k | 81.67 |
| 2023-06-30 | $6.4M | 75k | 85.40 |
| 2023-03-31 | $6.2M | 70k | 87.80 |
| 2022-12-31 | $5.6M | 66k | 85.02 |
| 2022-09-30 | $5.2M | 66k | 79.01 |
| 2022-06-30 | $4.9M | 64k | 76.06 |
| 2022-03-31 | $5.7M | 65k | 87.41 |
| 2021-12-31 | $2.5M | 26k | 98.17 |
| 2021-09-30 | $1.1M | 11k | 97.27 |
| 2021-06-30 | $1.0M | 11k | 91.72 |
| 2021-03-31 | $848k | 11k | 77.70 |
| 2020-12-31 | $573k | 8.4k | 68.57 |
| 2019-12-31 | $220k | 4.3k | 51.17 |
| 2019-03-31 | $286k | 6.8k | 42.21 |
| 2018-12-31 | $282k | 7.1k | 39.72 |
| 2018-09-30 | $331k | 7.1k | 46.62 |
| 2018-06-30 | $344k | 7.3k | 47.45 |
| 2018-03-31 | $428k | 7.9k | 53.90 |
| 2017-12-31 | $448k | 8.5k | 52.46 |
| 2017-09-30 | $421k | 8.7k | 48.13 |
| 2017-06-30 | $444k | 10k | 44.52 |
| 2017-03-31 | $435k | 10k | 42.79 |
| 2016-12-31 | $467k | 11k | 42.28 |