LEAVELL INVESTMENT MANAGEMENT, INC.

Position in MS — Morgan Stanley

CIK 924181 MOBILE, AL

Position in MS

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,762,140

+$1,043,188 QoQ

Shares Held

22,781

+0.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#759

of 2,722 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

LEAVELL INVESTMENT MANAGEMENT, INC. holds $13,311,389 across 3 Capital Markets names. MS ranks #2 (35.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	GS	Goldman Sachs Group Inc	7,671	$7,758,219
2	MS	Morgan Stanley This page	22,781	$4,762,140
3	SCHW	Schwab Charles Corp	8,573	$791,030

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,762,140	22,781	+0.8%	Shares	Sole	2026-07-21
2026-03-31	$3,718,952	22,598	-2.5%	Shares	Sole	2026-05-12
2025-12-31	$4,114,790	23,178	+2.1%	Shares	Sole	2026-02-09
2025-09-30	$3,608,074	22,698	-1.3%	Shares	Sole	2025-10-28
2025-06-30	$3,239,498	22,998	+6.6%	Shares	Sole	2025-07-31
2025-03-31	$2,517,621	21,579	-4.0%	Shares	Sole	2025-04-30
2024-12-31	$2,826,059	22,479	+0.5%	Shares	Sole	2025-01-29
2024-09-30	$2,332,474	22,376	-0.3%	Shares	Sole	2024-11-01
2024-06-30	$2,182,012	22,451	+5.5%	Shares	Sole	2024-07-17
2024-03-31	$2,003,348	21,276	-5.1%	Shares	Sole	2024-04-24
2023-12-31	$2,089,919	22,412	+5.3%	Shares	Sole	2024-01-23
2023-09-30	$1,738,917	21,292	+7.2%	Shares	Sole	2023-10-16
2023-06-30	$1,696,214	19,862	+4.9%	Shares	Sole	2023-07-19
2023-03-31	$1,662,668	18,937	+0.9%	Shares	Sole	2023-04-13
2022-12-31	$1,596,420	18,777	-14.2%	Shares	Sole	2023-01-17
2022-09-30	$1,729,212	21,886	+12.1%	Shares	Sole	2022-10-17
2022-06-30	$1,484,463	19,517	+9.5%	Shares	Sole	2022-07-28
2022-03-31	$1,557,555	17,821	+11.2%	Shares	Sole	2022-04-21
2021-12-31	$1,572,621	16,021	+9.7%	Shares	Sole	2022-01-20
2021-09-30	$1,420,823	14,601	+27.0%	Shares	Sole	2021-10-26
2021-06-30	$1,054,068	11,496	0.0%	Shares	Sole	2021-07-21
2021-03-31	$892,779	11,496	—	Shares	Sole	2021-04-15
No filing history on record for this holder in this stock.