MS MORGAN STANLEY

Ownership history in Maple Capital Management, Inc.  ·  23 quarters on record

This page tracks every 13F SEC filing in which Maple Capital Management, Inc. reported a position in MORGAN STANLEY (MS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.68% (2022 Q4)
Avg. % of fund
2.18%
First filed
2020 Q2
Last filed
2025 Q4
Quarters held
23
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 221,798 -3,331 -1.5% 2.48% $39.4M $176.56
2025 Q3 REDUCED 225,129 -11,032 -4.7% 2.35% $35.8M $157.13
2025 Q2 REDUCED 236,161 -12,730 -5.1% 2.28% $33.3M $138.28
2025 Q1 REDUCED 248,891 -16,988 -6.4% 2.24% $29.0M $113.62
2024 Q4 ADDED 265,879 +83 +0.0% 2.46% $33.4M $121.63
2024 Q3 ADDED 265,796 +2,689 +1.0% 2.11% $27.7M $100.05
2024 Q2 ADDED 263,107 +5,887 +2.3% 2.07% $25.6M $92.46
2024 Q1 ADDED 257,220 +6,864 +2.7% 2.20% $24.2M $88.75
2023 Q4 ADDED 250,356 +2,724 +1.1% 2.34% $23.3M $87.04
2023 Q3 ADDED 247,632 +901 +0.4% 2.31% $20.2M $75.31
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    MS price (monthly, adj. close)
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