Bill Miller - Miller Value Partners
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    55
Portfolio value:    $383,178,520
Holdings Activity Buys Sells    History
Holding/activity history for  Morgan Stanley (MS)
← All MS superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2014   Q3 0 0.00 Sell 100.00% 0.89 $31.12–36.44 · VW $33.62i SEC
2014   Q2 640,275 0.89 Reduce 9.47% 0.09 $28.31–32.82 · VW $30.75i $20,701,000 SEC
2014   Q1 707,225 0.95 Reduce 0.10% <0.01 $28.78–33.52 · VW $30.80i $22,045,000 SEC
2013   Q4 707,925 1.11 Add 4.20% 0.04 $26.41–31.85 · VW $29.82i $22,201,000 SEC
2013   Q3 679,375 1.19 Add 3.56% 0.04 $23.83–29.50 · VW $26.71i $18,310,000 SEC
2013   Q2 656,050 1.18 Add 2.47% 0.03 $20.16–27.17 · VW $23.71i $16,028,000 SEC
2013   Q1 640,250 1.19 $21.98 $14,073,000 SEC
2012   Q4 640,250 1.23 Add 0.95% 0.01 $15.95–19.45 · VW $17.60i $12,242,000 SEC
2012   Q3 634,250 1.24 Reduce 9.03% 0.10 $12.29–18.50 · VW $15.03i $10,618,000 SEC
2012   Q2 697,200 1.06 Buy 1.06 $12.26–20.05 · VW $15.33i $10,173,000 SEC
2009   Q2 0 0.00 Sell 100.00% 3.71 $20.69–31.99 · VW $26.53i SEC
2009   Q1 1,200,000 3.71 $22.77 $27,324,000 SEC
2008   Q4 1,200,000 1.94 Buy 1.94 $6.71–26.73 · VW $15.88i $19,248,000 SEC
Price snapshot:
Current price$221.09
52-week low$132.07
52-week high$230.47