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Livermore
Livermore
ZHEN

KLCM Advisors, Inc.

SEC CIK
0001166620
Latest filing
Aug 6, 2026

MS holding history

Morgan Stanley in every 13F filed by KLCM Advisors, Inc., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

MS overviewAll 13F holders of MSFull Q2 2026 holdings

Shares (Q2 2026)
9,260
Value
$1.94M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of MS by KLCM Advisors, Inc., by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20269,260$1.94M0.2%+30.0%AddedHolders
Q1 20269,257$1.52M0.1%+150+1.6%AddedHolders
Q4 20259,107$1.62M0.1%−1,188−11.5%ReducedHolders
Q3 202510,295$1.64M0.2%+738+7.7%AddedHolders
Q2 20259,557$1.35M0.1%00.0%UnchangedHolders
Q1 20259,557$1.12M0.1%−176−1.8%ReducedHolders
Q4 20249,733$1.22M0.1%+915+10.4%AddedHolders
Q3 20248,818$919.2K0.1%+82+0.9%AddedHolders
Q2 20248,736$849.1K0.1%00.0%UnchangedHolders
Q1 20248,736$822.6K0.1%+1,572+21.9%AddedHolders
Q4 20237,164$668.0K0.1%−246−3.3%ReducedHolders
Q3 20237,410$605.2K0.1%+46+0.6%AddedHolders
Q2 20237,364$628.9K0.1%+1,383+23.1%AddedHolders
Q1 20235,981$525.1K0.1%+234+4.1%AddedHolders
Q4 20225,747$488.6K0.1%+1,100+23.7%AddedHolders
Q3 20224,647$367.0K0.1%00.0%UnchangedHolders
Q2 20224,647$353.0K0.1%00.0%UnchangedHolders
Q1 20224,647$406.0K0.1%00.0%UnchangedHolders
Q4 20214,647$456.0K0.1%−131−2.7%ReducedHolders
Q3 20214,778$465.0K0.1%00.0%UnchangedHolders
Q2 20214,778$438.0K0.1%+644+15.6%AddedHolders
Q1 20214,134$321.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.