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BXM Wealth LLC

SEC CIK
0002052379
Latest filing
Jul 24, 2026

MS holding history

Morgan Stanley in every 13F filed by BXM Wealth LLC, 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)
2,507
Value
$524.1K
% of portfolio
0.3%
Quarters held
4
Since Q3 2025
Holdings of MS by BXM Wealth LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20262,507$524.1K0.3%+1,251+99.6%AddedHolders
Q1 20261,256$206.7K0.2%−7,750−86.1%ReducedHolders
Q4 20259,006$212.2K0.2%+6,516+261.7%AddedHolders
Q3 20252,490$395.8K0.4%+2,490NewHolders