SMITH SHELLNUT WILSON LLC /ADV historic quarter change: USA Stocks, Added
In share positions in stocks (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, SMITH SHELLNUT WILSON LLC /ADV opened 72 positions, added to 200, reduced 308 and sold out of 59.
- Q3 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 11,261.
- Q3 2024: Stock CTAS; Country of operation United States; Class COM; Shares before 1,349.
- Q3 2024: Stock AVGO; Country of operation United States; Class COM; Shares before 395.
- Q3 2024: Stock IBM; Country of operation United States; Class COM; Shares before 2,523.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 944317), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-08-03); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-08-03); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-27); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-05); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-04-17); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-03-04); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-10-31); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-07-26); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-01). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
|---|
| Q3 2024 | MSFT
MICROSOFT CORP | United States | COM | 11,261 | 11,293 | +32 | $5,033,104 | $4,859,378 | -$173,726 | 2024-10-31 |
|---|
| Q3 2024 | CTAS
CINTAS CORP | United States | COM | 1,349 | 5,332 | +3,983 | $944,651 | $1,097,752 | +$153,101 | 2024-10-31 |
|---|
| Q3 2024 | AVGO
BROADCOM INC COM | United States | COM | 395 | 4,402 | +4,007 | $634,184 | $759,345 | +$125,161 | 2024-10-31 |
|---|
| Q3 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 2,523 | 2,528 | +5 | $436,353 | $558,890 | +$122,537 | 2024-10-31 |
|---|
| Q3 2024 | PEP
PEPSICO INC | United States | COM | 20,584 | 20,593 | +9 | $3,394,919 | $3,501,840 | +$106,921 | 2024-10-31 |
|---|
| Q3 2024 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 682 | 722 | +40 | $697,502 | $601,607 | -$95,895 | 2024-10-31 |
|---|
| Q3 2024 | AMZN
AMAZON COM INC | United States | COM | 6,160 | 6,866 | +706 | $1,190,420 | $1,279,342 | +$88,922 | 2024-10-31 |
|---|
| Q3 2024 | COST
COSTCO WHSL CORP NEW COM | United States | COM | 1,199 | 1,230 | +31 | $1,019,138 | $1,090,420 | +$71,282 | 2024-10-31 |
|---|
| Q3 2024 | STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 8,510 | 8,646 | +136 | $878,828 | $946,996 | +$68,168 | 2024-10-31 |
|---|
| Q3 2024 | QCOM
QUALCOMM INC | United States | COM | 2,676 | 2,736 | +60 | $533,006 | $465,257 | -$67,749 | 2024-10-31 |
|---|
| Q3 2024 | BRO
BROWN & BROWN INC | United States | COM | 3,687 | 3,747 | +60 | $329,655 | $388,189 | +$58,534 | 2024-10-31 |
|---|
| Q3 2024 | CB
CHUBB LIMITED | | COM | 1,185 | 1,205 | +20 | $302,270 | $347,510 | +$45,240 | 2024-10-31 |
|---|
| Q3 2024 | CVX
CHEVRON CORP NEW | United States | COM | 3,116 | 3,126 | +10 | $487,405 | $460,366 | -$27,039 | 2024-10-31 |
|---|
| Q3 2024 | V
VISA INC CL A | United States | COM CL A | 1,629 | 1,648 | +19 | $427,564 | $453,118 | +$25,554 | 2024-10-31 |
|---|
| Q3 2024 | GD
GENERAL DYNAMICS CORP | United States | COM | 1,843 | 1,847 | +4 | $534,728 | $558,163 | +$23,435 | 2024-10-31 |
|---|
| Q3 2024 | WRB
BERKLEY W R CORP | United States | COM | 2,633 | 3,947 | +1,314 | $206,901 | $223,913 | +$17,012 | 2024-10-31 |
|---|
| Q3 2024 | DECK
DECKERS OUTDOOR CORP | United States | COM | 244 | 1,464 | +1,220 | $236,180 | $233,435 | -$2,745 | 2024-10-31 |
|---|
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|
| Not available yet |