SEC 13F Intelligence

Lvm Capital Management Ltd/Mi / MS

Lvm Capital Management Ltd/Mi’s Morgan Stanley Position

Does Lvm Capital Management Ltd/Mi own Morgan Stanley (MS)? Yes — 190.0K shares worth $40M (+3.32% of its 13F portfolio) as of Q2 2026, down from 191.5K shares the prior filed quarter.

Position Value
$40M
Q2 2026
Shares
190.0K
% of Portfolio
+3.32%
Quarters Held
30
currently held

Position History MS

Reported value by quarter
Q1 ’19: $10MQ1 ’19Q2 ’19: $10MQ3 ’19: $10MQ4 ’19: $10MQ1 ’20: $6MQ1 ’20Q2 ’20: $9MQ3 ’20: $9MQ4 ’20: $13MQ1 ’21: $15MQ1 ’21Q2 ’21: $17MQ3 ’21: $18MQ4 ’21: $18MQ1 ’22: $16MQ1 ’22Q2 ’22: $15MQ3 ’22: $16MQ4 ’22: $17MQ1 ’23: $17MQ1 ’23Q2 ’23: $17MQ3 ’23: $16MQ4 ’23: $19MQ1 ’24: $19MQ1 ’24Q2 ’24: $19MQ3 ’24: $19MQ4 ’24: $25MQ1 ’25: $23MQ1 ’25Q2 ’25: $28MQ3 ’25: $31MQ4 ’25: $34MQ1 ’26: $32MQ1 ’26Q2 ’26: $40Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q2 2026190.0K$40M+3.32%
Q1 2026191.5K$32M+2.97%
Q4 2025192.7K$34M+3.18%
Q3 2025197.1K$31M+3.01%
Q2 2025195.4K$28M+2.85%
Q1 2025197.2K$23M+2.56%
Q4 2024196.0K$25M+2.65%
Q3 2024196.8K$19M+2.18%
Q2 2024196.8K$19M+2.18%
Q1 2024204.3K$19M+2.27%
Q4 2023201.7K$19M+2.41%
Q3 2023201.7K$16M+2.32%
Q2 2023202.8K$17M+2.31%
Q1 2023198.2K$17M+2.41%
Q4 2022201.5K$17M+2.48%
Q3 2022201.3K$16M+2.43%
Q2 2022198.2K$15M+2.19%
Q1 2022187.1K$16M+2.16%
Q4 2021181.8K$18M+2.38%
Q3 2021180.3K$18M+2.65%
Q2 2021189.1K$17M+2.65%
Q1 2021187.6K$15M+2.36%
Q4 2020191.2K$13M+2.21%
Q3 2020188.5K$9M+1.77%
Q2 2020184.9K$9M+1.83%
Q1 2020190.4K$6M+1.60%
Q4 2019195.2K$10M+1.97%
Q3 2019236.5K$10M+2.14%
Q2 2019238.4K$10M+2.38%
Q1 2019237.3K$10M+2.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Lvm Capital Management Ltd/Mi’s full portfolio or all institutional holders of MS.