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Disclosery

MORGAN STANLEY: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MORGAN STANLEY on WM, newest first. How the timeline and the estimate are built.

MORGAN STANLEY held 8,031,780 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,031,780 shares
    Change vs previous 13F -524,663 shares

    0.09% of the 13F portfolio, value $1,790,123,738.

    13F-HR 0000895421-26-000243 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    • MORGAN STANLEY: 6,584,906 shares
    • Morgan Stanley Institutional Investment Advisors LLC: 1,446,874 shares

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 8,556,443 shares
    Change vs previous 13F +1,884,791 shares

    0.12% of the 13F portfolio, value $1,966,185,496.

    13F-HR 0000895421-26-000183 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    • MORGAN STANLEY: 7,077,170 shares
    • Morgan Stanley Institutional Investment Advisors LLC: 1,479,273 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 6,671,652 shares
    Change vs previous 13F -950,446 shares

    0.09% of the 13F portfolio, value $1,465,829,578.

    13F-HR/A 0000895421-26-000187 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F/A 7,622,098 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $1,683,188,221.

    13F-HR/A 0000895421-26-000186 filed by MORGAN STANLEY
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).