Chesapeake Wealth Management

SEC CIK: 0001730383
Latest filing: Aug 13, 2026

SEC filings (opens in a new tab)

MS holding history

Morgan Stanley in every 13F filed by Chesapeake Wealth Management, 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): 12,612
Value: $2.64M
% of portfolio: 0.7%
Quarters held: 22; Since Q1 2021

Holdings of MS by Chesapeake Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	12,612	$2.64M	0.7%	−219−1.7%	Reduced	Holders
Q1 2026	12,831	$2.11M	0.6%	−817−6.0%	Reduced	Holders
Q4 2025	13,648	$2.42M	0.7%	−441−3.1%	Reduced	Holders
Q3 2025	14,089	$2.24M	0.7%	+23+0.2%	Added	Holders
Q2 2025	14,066	$1.98M	0.7%	−622−4.2%	Reduced	Holders
Q1 2025	14,688	$1.71M	0.6%	−313−2.1%	Reduced	Holders
Q4 2024	15,001	$1.89M	0.6%	−159−1.0%	Reduced	Holders
Q3 2024	15,160	$1.58M	0.5%	−302−2.0%	Reduced	Holders
Q2 2024	15,462	$1.50M	0.5%	−481−3.0%	Reduced	Holders
Q1 2024	15,943	$1.50M	0.5%	−369−2.3%	Reduced	Holders
Q4 2023	16,312	$1.52M	0.6%	+87+0.5%	Added	Holders
Q3 2023	16,225	$1.33M	0.6%	−302−1.8%	Reduced	Holders
Q2 2023	16,527	$1.41M	0.6%	+282+1.7%	Added	Holders
Q1 2023	16,245	$1.43M	0.6%	+610+3.9%	Added	Holders
Q4 2022	15,635	$1.33M	0.6%	+910+6.2%	Added	Holders
Q3 2022	14,725	$1.16M	0.5%	+3,500+31.2%	Added	Holders
Q2 2022	11,225	$853.0K	0.4%	+2,684+31.4%	Added	Holders
Q1 2022	8,541	$747.0K	0.3%	+6,123+253.2%	Added	Holders
Q4 2021	2,418	$238.0K	0.1%	00.0%	Unchanged	Holders
Q3 2021	2,418	$235.0K	0.1%	−13−0.5%	Reduced	Holders
Q2 2021	2,431	$223.0K	0.1%	−165−6.4%	Reduced	Holders
Q1 2021	2,596	$202.0K	0.1%	–	–	Holders

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