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Leelyn Smith’s Morgan Stanley MS Stock Holding History

Leelyn Smith’s Portfolio MS Stock Details MS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.22M Buy
5,845
+5
+0.1% +$990 0.15% 101
2026
Q1 		$961K Buy
5,840
+1,536
+36% +$266K 0.13% 101
2025
Q4 		$764K Buy
+4,304
New +$718K 0.11% 103

Other funds holding MS

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
AAMU
AEGON Asset Management (UK) Edinburgh, United Kingdom $9.38B AUM 48.94% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

Leelyn Smith's MS Position: Q2 2026 in Review

Leelyn Smith increased its Morgan Stanley (MS) stake by 0.09% in Q2 2026, buying an estimated $990 and bringing the position to 5,845 shares worth $1.22M. The position accounts for 0.15% of the portfolio, ranked #101.

Leelyn Smith first reported a position in MS in Q4 2025 and has held it in 3 quarters since. 1,021 funds tracked by Wall St. Rank hold MS as of Q2 2026.

  • Leelyn Smith held 5,845 shares of Morgan Stanley worth $1.22M as of Q2 2026.
  • Leelyn Smith bought 5 Morgan Stanley shares in Q2 2026, an estimated $990.
  • Morgan Stanley made up 0.15% of Leelyn Smith's portfolio in Q2 2026, its #101 holding.
  • Leelyn Smith first reported a position in Morgan Stanley in Q4 2025 and has held it in 3 quarters since.
  • 1,021 funds tracked by Wall St. Rank held Morgan Stanley as of Q2 2026.

Based on Leelyn Smith's 13F filing for Q2 2026, filed 24 Jul 2026.