GWM Advisors LLC

SEC CIK: 0001633516
Latest filing: Aug 12, 2026

SEC filings (opens in a new tab)

MS holding history

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

MS overview All 13F holders of MS Full Q2 2026 holdings

Shares (Q2 2026): 278,364
Value: $58.2M
% of portfolio: 0.2%
Quarters held: 22; Since Q1 2021

Holdings of MS by GWM Advisors LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	278,364	$58.2M	0.2%	+33,167+13.5%	Added	Holders
Q1 2026	245,197	$40.4M	0.1%	−13,634−5.3%	Reduced	Holders
Q4 2025	258,831	$46.0M	0.2%	+104,437+67.6%	Added	Holders
Q3 2025	154,394	$24.5M	0.1%	+4,410+2.9%	Added	Holders
Q2 2025	149,984	$21.1M	0.1%	+5,787+4.0%	Added	Holders
Q1 2025	144,197	$16.8M	0.1%	+34,280+31.2%	Added	Holders
Q4 2024	109,917	$13.8M	0.1%	+1,882+1.7%	Added	Holders
Q3 2024	108,035	$11.3M	0.1%	+6,106+6.0%	Added	Holders
Q2 2024	101,929	$9.91M	0.1%	+3,777+3.8%	Added	Holders
Q1 2024	98,152	$9.24M	0.1%	−19,362−16.5%	Reduced	Holders
Q4 2023	117,514	$10.7M	0.1%	−322,915−73.3%	Reduced	Holders
Q3 2023	440,429	$36.0M	0.4%	−7,623−1.7%	Reduced	Holders
Q2 2023	448,052	$38.3M	0.4%	−3,147−0.7%	Reduced	Holders
Q1 2023	451,199	$39.6M	0.5%	−11,066−2.4%	Reduced	Holders
Q4 2022	462,265	$6.70M	0.2%	+25,146+5.8%	Added	Holders
Q3 2022	437,119	$34.5M	0.6%	+8,264+1.9%	Added	Holders
Q2 2022	428,855	$32.6M	0.6%	+28,366+7.1%	Added	Holders
Q1 2022	400,489	$35.0M	0.6%	+36,018+9.9%	Added	Holders
Q4 2021	364,471	$35.8M	0.5%	+37,234+11.4%	Added	Holders
Q3 2021	327,237	$31.8M	0.8%	+25,655+8.5%	Added	Holders
Q2 2021	301,582	$27.7M	0.7%	+19,293+6.8%	Added	Holders
Q1 2021	282,289	$21.9M	0.7%	–	–	Holders

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