Morgan Stanley
US ˙ NYSE ˙ US6174464486

SecurityMS / Morgan Stanley
InstitutionBuckley Wealth Management, LLC
Latest Disclosed Ownership9,495 shares
Latest Disclosed Value $ 1,562,754
Buckley Wealth Management, LLC reports 9.41% increase in ownership of MS / Morgan Stanley

On May 13, 2026 - Buckley Wealth Management, LLC filed a 13F-HR form disclosing ownership of 9,495 shares of Morgan Stanley (US:MS) valued at $1,562,592 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 8,678 shares of Morgan Stanley. This represents a change in shares of 9.41% during the quarter. The current value of the position is $1,995,279 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-13 2026-03-31 13F MORGAN STANLEY COM NEW 617446448 9,495 817 9.41 1,563 1.43 0.3988
2026-02-12 2025-12-31 13F MORGAN STANLEY COM NEW 617446448 8,678 -25 -0.29 1,541 11.35 0.4085
2025-11-14 2025-09-30 13F MORGAN STANLEY COM NEW 617446448 8,703 -235 -2.63 1,383 9.85 0.3788
2025-08-11 2025-06-30 13F MORGAN STANLEY COM NEW 617446448 8,938 -1,047 -10.49 1,259 8.16 0.3768
2025-05-15 2025-03-31 13F MORGAN STANLEY COM NEW 617446448 9,985 200 2.04 1,165 -5.37 0.3624
2025-02-10 2024-12-31 13F MORGAN STANLEY COM NEW 617446448 9,785 96 0.99 1,230 21.90 0.3766
2024-10-18 2024-09-30 13F MORGAN STANLEY COM NEW 617446448 9,689 270 2.87 1,010 10.27 0.3111
2024-07-24 2024-06-30 13F MORGAN STANLEY COM NEW 617446448 9,419 31 0.33 915 3.62 0.2901
2024-04-16 2024-03-31 13F MORGAN STANLEY COM NEW 617446448 9,388 128 1.38 884 2.32 0.2834
2024-01-18 2023-12-31 13F MORGAN STANLEY COM NEW 617446448 9,260 -477 -4.90 863 8.55 0.2998
2023-10-13 2023-09-30 13F MORGAN STANLEY COM NEW 617446448 9,737 -2,208 -18.48 795 -22.06 0.2975
2023-07-12 2023-06-30 13F MORGAN STANLEY COM NEW 617446448 11,945 1,151 10.66 1,020 7.71 0.3469
2023-04-14 2023-03-31 13F MORGAN STANLEY COM NEW 617446448 10,794 -1,199 -10.00 948 -7.07 0.3490
2023-02-10 2022-12-31 13F MORGAN STANLEY COM NEW 617446448 11,993 89 0.75 1,020 8.29 0.3711
2022-11-14 2022-09-30 13F MORGAN STANLEY COM NEW 617446448 11,904 -3,552 -22.98 941 -19.98 0.3468
2022-08-04 2022-06-30 13F MORGAN STANLEY COM NEW 617446448 15,456 -36 -0.23 1,176 -13.15 0.3784
2022-05-06 2022-03-31 13F MORGAN STANLEY COM NEW 617446448 15,492 3,082 24.83 1,354 11.17 0.3665
2022-02-02 2021-12-31 13F MORGAN STANLEY COM NEW 617446448 12,410 5,995 93.45 1,218 95.19 0.3556
2021-11-09 2021-09-30 13F MORGAN STANLEY COM NEW 617446448 6,415 809 14.43 624 21.40 0.2018
2021-07-27 2021-06-30 13F MORGAN STANLEY COM NEW 617446448 5,606 1,131 25.27 514 47.70 0.1763
2021-04-30 2021-03-31 13F MORGAN STANLEY COM NEW 617446448 4,475 -2,105 -31.99 348 -22.84 0.1290
2021-01-20 2020-12-31 13F MORGAN STANLEY COM NEW 617446448 6,580 -2,840 -30.15 451 -0.88 0.1849
2020-10-19 2020-09-30 13F MORGAN STANLEY COM NEW 617446448 9,420 -3,967 -29.63 455 -29.68 0.2042
2020-07-15 2020-06-30 13F MORGAN STANLEY COM NEW 617446448 13,387 -15 -0.11 647 41.89 0.2934
2020-04-10 2020-03-31 13F MORGAN STANLEY COM NEW 617446448 13,402 -35 -0.26 456 -33.62 0.2474
2020-01-16 2019-12-31 13F MORGAN STANLEY COM NEW 617446448 13,437 0 0.00 687 19.90 0.3118
2019-10-11 2019-09-30 13F MORGAN STANLEY COM NEW 617446448 13,437 -6,531 -32.71 573 -34.51 0.2805
2019-07-19 2019-06-30 13F MORGAN STANLEY COM NEW 617446448 19,968 -2,958 -12.90 875 -9.51 0.4095
2019-04-11 2019-03-31 13F MORGAN STANLEY COM NEW 617446448 22,926 0 0.00 967 6.38 0.4580
2019-02-01 2018-12-31 13F MORGAN STANLEY COM NEW 617446448 22,926 50 0.22 909 -14.65 0.4686
2018-10-25 2018-09-30 13F MORGAN STANLEY COM NEW 617446448 22,876 216 0.95 1,065 -0.84 0.4651
2018-07-31 2018-06-30 13F MORGAN STANLEY COM NEW 617446448 22,660 -86 -0.38 1,074 -12.47 0.5078
2018-05-08 2018-03-31 13F MORGAN STANLEY COM NEW 617446448 22,746 -78 -0.34 1,227 2.42 0.6065
2018-02-07 2017-12-31 13F MORGAN STANLEY COM NEW 617446448 22,824 22,824 1,198 0.6009
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.