Leavell Investment Management’s The First Bancshares, Inc. FBMS Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-12,702
| Closed | -$429K | – | 592 |
|
|
2025
Q1 | $429K | Hold |
12,702
| – | – | 0.02% | 410 |
|
|
2024
Q4 | $445K | Hold |
12,702
| – | – | 0.02% | 395 |
|
|
2024
Q3 | $408K | Hold |
12,702
| – | – | 0.02% | 418 |
|
|
2024
Q2 | $330K | Hold |
12,702
| – | – | 0.02% | 423 |
|
|
2024
Q1 | $330K | Hold |
12,702
| – | – | 0.02% | 409 |
|
|
2023
Q4 | $373K | Hold |
12,702
| – | – | 0.02% | 367 |
|
|
2023
Q3 | $343K | Sell |
12,702
-300
| -2% | -$8.58K | 0.02% | 381 |
|
|
2023
Q2 | $336K | Hold |
13,002
| – | – | 0.02% | 382 |
|
|
2023
Q1 | $336K | Hold |
13,002
| – | – | 0.02% | 371 |
|
|
2022
Q4 | $416K | Buy |
13,002
+31
| +0.2% | +$1K | 0.03% | 336 |
|
|
2022
Q3 | $387K | Hold |
12,971
| – | – | 0.03% | 342 |
|
|
2022
Q2 | $371K | Hold |
12,971
| – | – | 0.03% | 348 |
|
|
2022
Q1 | $437K | Hold |
12,971
| – | – | 0.03% | 327 |
|
|
2021
Q4 | $501K | Hold |
12,971
| – | – | 0.03% | 314 |
|
|
2021
Q3 | $503K | Hold |
12,971
| – | – | 0.04% | 285 |
|
|
2021
Q2 | $475K | Hold |
12,971
| – | – | 0.04% | 288 |
|
|
2021
Q1 | $475K | Hold |
12,971
| – | – | 0.04% | 288 |
|
|
2020
Q4 | $401K | Hold |
12,971
| – | – | 0.03% | 293 |
|
|
2020
Q3 | $272K | Hold |
12,971
| – | – | 0.02% | 327 |
|
|
2020
Q2 | $292K | Hold |
12,971
| – | – | 0.03% | 315 |
|
|
2020
Q1 | $247K | Buy |
12,971
+557
| +4% | +$16.7K | 0.03% | 313 |
|
|
2019
Q4 | $441K | Hold |
12,414
| – | – | 0.04% | 277 |
|
|
2019
Q3 | $401K | Hold |
12,414
| – | – | 0.04% | 283 |
|
|
2019
Q2 | $377K | Hold |
12,414
| – | – | 0.04% | 292 |
|
|
2019
Q1 | $384K | Hold |
12,414
| – | – | 0.04% | 282 |
|
|
2018
Q4 | $376K | Buy |
+12,414
| New | +$434K | 0.05% | 274 |
|
Other funds holding FBMS
Leavell Investment Management's FBMS Position: Q2 2025 in Review
Leavell Investment Management sold out of The First Bancshares, Inc. (FBMS) in Q2 2025, closing a stake of 12,702 shares — an estimated $429K sold.
Leavell Investment Management first reported a position in FBMS in Q4 2018 and held it in 26 quarters. The position peaked at $503K in Q3 2021. 1 fund tracked by Wall St. Rank holds FBMS as of Q2 2025.
- Leavell Investment Management reported no remaining The First Bancshares, Inc. position as of Q2 2025 after selling out during the quarter.
- Leavell Investment Management sold 12,702 The First Bancshares, Inc. shares in Q2 2025, an estimated $429K.
- Leavell Investment Management first reported a position in The First Bancshares, Inc. in Q4 2018 and held it in 26 quarters.
- Leavell Investment Management's The First Bancshares, Inc. position peaked at $503K in Q3 2021.
- 1 fund tracked by Wall St. Rank held The First Bancshares, Inc. as of Q2 2025.
Based on Leavell Investment Management's 13F filing for Q2 2025, filed 31 Jul 2025.