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.
- Q4 2024: Stock AAPL; Country of operation United States; Class COM; Shares before 31,997.
- Q4 2024: Stock WFC; Country of operation United States; Class COM; Shares before 30,356.
- Q4 2024: Stock NVDA; Country of operation United States; Class COM; Shares before 12,822.
- Q4 2024: Stock AVGO; Country of operation United States; Class COM; Shares before 4,402.
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 |
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| Q4 2024 | AAPL
APPLE INC | United States | COM | 31,997 | 32,146 | +149 | $7,455,301 | $8,050,001 | +$594,700 | 2025-03-04 |
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| Q4 2024 | WFC
WELLS FARGO CO NEW | United States | COM | 30,356 | 30,387 | +31 | $1,714,810 | $2,134,383 | +$419,573 | 2025-03-04 |
|---|
| Q4 2024 | NVDA
NVIDIA CORP COM | United States | COM | 12,822 | 14,097 | +1,275 | $1,557,104 | $1,893,086 | +$335,982 | 2025-03-04 |
|---|
| Q4 2024 | AVGO
BROADCOM INC COM | United States | COM | 4,402 | 4,585 | +183 | $759,345 | $1,062,986 | +$303,641 | 2025-03-04 |
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| Q4 2024 | LOW
LOWES COS INC | United States | COM | 12,954 | 13,202 | +248 | $3,508,591 | $3,258,254 | -$250,337 | 2025-03-04 |
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| Q4 2024 | GOOG
ALPHABET INC - CL C | United States | CAP STK CL C | 10,060 | 10,085 | +25 | $1,681,931 | $1,920,587 | +$238,656 | 2025-03-04 |
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| Q4 2024 | AMZN
AMAZON COM INC | United States | COM | 6,866 | 6,907 | +41 | $1,279,342 | $1,515,327 | +$235,985 | 2025-03-04 |
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| Q4 2024 | STX
SEAGATE TECHNOLOGY HLDNGS PL | | ORD SHS | 8,646 | 8,681 | +35 | $946,996 | $749,257 | -$197,739 | 2025-03-04 |
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| Q4 2024 | WMT
WALMART INC | United States | COM | 13,800 | 14,321 | +521 | $1,114,350 | $1,293,902 | +$179,552 | 2025-03-04 |
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| Q4 2024 | KKR
KKR & CO INC-A | United States | COM | 8,508 | 8,578 | +70 | $1,110,975 | $1,268,772 | +$157,797 | 2025-03-04 |
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| Q4 2024 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 2,964 | 3,169 | +205 | $820,228 | $927,661 | +$107,433 | 2025-03-04 |
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| Q4 2024 | EMR
EMERSON ELEC CO | United States | COM | 3,581 | 3,993 | +412 | $391,654 | $494,852 | +$103,198 | 2025-03-04 |
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| Q4 2024 | NKE
NIKE INC | United States | CL B | 7,961 | 8,001 | +40 | $703,752 | $605,436 | -$98,316 | 2025-03-04 |
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| Q4 2024 | JPM
J P MORGAN CHASE AND CO | United States | COM | 1,832 | 2,011 | +179 | $386,296 | $482,057 | +$95,761 | 2025-03-04 |
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| Q4 2024 | ASML
ASML HOLDING N V | | N Y REGISTRY SHS | 722 | 730 | +8 | $601,607 | $505,948 | -$95,659 | 2025-03-04 |
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| Q4 2024 | GWW
GRAINGER W W INC | United States | COM | 959 | 1,030 | +71 | $996,219 | $1,085,672 | +$89,453 | 2025-03-04 |
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| Q4 2024 | V
VISA INC CL A | United States | COM CL A | 1,648 | 1,712 | +64 | $453,118 | $541,060 | +$87,942 | 2025-03-04 |
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| Q4 2024 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,530 | 2,670 | +140 | $419,601 | $505,431 | +$85,830 | 2025-03-04 |
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| Q4 2024 | COST
COSTCO WHSL CORP NEW COM | United States | COM | 1,230 | 1,271 | +41 | $1,090,420 | $1,164,579 | +$74,159 | 2025-03-04 |
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| Q4 2024 | LIN
LINDE PLC | United Kingdom | SHS | 1,357 | 1,377 | +20 | $647,099 | $576,509 | -$70,590 | 2025-03-04 |
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| Q4 2024 | ABT
ABBOTT LABS | United States | COM | 4,813 | 5,454 | +641 | $548,730 | $616,902 | +$68,172 | 2025-03-04 |
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| Q4 2024 | XOMXXXX
EXXON MOBIL CORP | | COM | 10,803 | 11,161 | +358 | $1,266,328 | $1,200,589 | -$65,739 | 2025-03-04 |
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| Q4 2024 | SHW
SHERWIN WILLIAMS CO | United States | COM | 1,620 | 1,632 | +12 | $618,305 | $554,766 | -$63,539 | 2025-03-04 |
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| Q4 2024 | CINF
CINCINNATI FINL CORP | United States | COM | 3,060 | 3,328 | +268 | $416,527 | $478,234 | +$61,707 | 2025-03-04 |
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| Q4 2024 | WST
WEST PHARMACEUTICAL SVSC INC | United States | COM | 947 | 1,041 | +94 | $284,252 | $340,990 | +$56,738 | 2025-03-04 |
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| Q4 2024 | CAH
CARDINAL HEALTH INC OHIO | United States | COM | 4,140 | 4,308 | +168 | $457,553 | $509,507 | +$51,954 | 2025-03-04 |
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| Q4 2024 | SNEX
STONEX GROUP INC | United States | COM | 2,664 | 2,724 | +60 | $218,128 | $266,870 | +$48,742 | 2025-03-04 |
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| Q4 2024 | ADM
ARCHER DANIELS MIDLAND CO | United States | COM | 8,762 | 9,409 | +647 | $523,442 | $475,343 | -$48,099 | 2025-03-04 |
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| Q4 2024 | GPC
GENUINE PARTS CO | United States | COM | 2,782 | 2,922 | +140 | $388,590 | $341,173 | -$47,417 | 2025-03-04 |
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| Q4 2024 | SPGI
S&P GLOBAL INC | United States | COM | 1,105 | 1,241 | +136 | $570,865 | $618,055 | +$47,190 | 2025-03-04 |
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| Q4 2024 | CTAS
CINTAS CORP | United States | COM | 5,332 | 5,768 | +436 | $1,097,752 | $1,053,814 | -$43,938 | 2025-03-04 |
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| Q4 2024 | ABBV
ABBVIE INC | United States | COM | 4,275 | 4,520 | +245 | $844,227 | $803,204 | -$41,023 | 2025-03-04 |
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| Q4 2024 | PNR
PENTAIR PLC | | SHS | 3,907 | 4,201 | +294 | $382,066 | $422,789 | +$40,723 | 2025-03-04 |
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| Q4 2024 | DOV
DOVER CORP | United States | COM | 2,850 | 3,128 | +278 | $546,459 | $586,813 | +$40,354 | 2025-03-04 |
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| Q4 2024 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 2,528 | 2,725 | +197 | $558,890 | $599,037 | +$40,147 | 2025-03-04 |
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| Q4 2024 | ETR
ENTERGY CORP NEW | United States | COM | 1,876 | 3,752 | +1,876 | $246,900 | $284,477 | +$37,577 | 2025-03-04 |
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| Q4 2024 | CBSH
COMMERCE BANCSHARES INC | United States | COM | 5,959 | 6,254 | +295 | $353,965 | $389,687 | +$35,722 | 2025-03-04 |
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| Q4 2024 | FDX
FEDEX CORP | United States | COM | 4,263 | 4,272 | +9 | $1,166,698 | $1,201,842 | +$35,144 | 2025-03-04 |
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| Q4 2024 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,303 | 1,456 | +153 | $387,955 | $422,298 | +$34,343 | 2025-03-04 |
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| Q4 2024 | META
META PLATFORMS INC | United States | CL A | 2,101 | 2,111 | +10 | $1,202,696 | $1,236,012 | +$33,316 | 2025-03-04 |
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| Q4 2024 | EXPD
EXPEDITORS INTL WASH INC | United States | COM | 2,202 | 2,320 | +118 | $289,343 | $256,986 | -$32,357 | 2025-03-04 |
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| Q4 2024 | MA
MASTERCARD INCORPORATED | United States | CL A | 430 | 464 | +34 | $212,334 | $244,328 | +$31,994 | 2025-03-04 |
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| Q4 2024 | MDT
MEDTRONIC PLC | Ireland | SHS | 3,103 | 3,123 | +20 | $279,363 | $249,465 | -$29,898 | 2025-03-04 |
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| Q4 2024 | NUE
NUCOR CORP | United States | COM | 2,583 | 3,073 | +490 | $388,328 | $358,650 | -$29,678 | 2025-03-04 |
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| Q4 2024 | CVX
CHEVRON CORP NEW | United States | COM | 3,126 | 3,353 | +227 | $460,366 | $485,649 | +$25,283 | 2025-03-04 |
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| Q4 2024 | SYY
SYSCO CORP | United States | COM | 7,369 | 7,777 | +408 | $575,224 | $594,629 | +$19,405 | 2025-03-04 |
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| Q4 2024 | CLX
CLOROX CO DEL | United States | COM | 4,248 | 4,375 | +127 | $692,042 | $710,544 | +$18,502 | 2025-03-04 |
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| Q4 2024 | ROP
ROPER TECHNOLOGIES INC | United States | COM | 747 | 767 | +20 | $415,661 | $398,725 | -$16,936 | 2025-03-04 |
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| Q4 2024 | FDS
FACTSET RESH SYS INC | United States | COM | 442 | 456 | +14 | $203,254 | $219,008 | +$15,754 | 2025-03-04 |
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| Q4 2024 | PG
PROCTER AND GAMBLE CO | United States | COM | 7,206 | 7,356 | +150 | $1,248,079 | $1,233,233 | -$14,846 | 2025-03-04 |
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| Q4 2024 | ED
CONSOLIDATED EDISON INC | United States | COM | 2,212 | 2,437 | +225 | $230,336 | $217,454 | -$12,882 | 2025-03-04 |
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| Q4 2024 | CMCSA
COMCAST CORP NEW | United States | CL A | 5,295 | 5,645 | +350 | $221,172 | $211,857 | -$9,315 | 2025-03-04 |
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| Q4 2024 | JKHY
HENRY JACK & ASSOC INC | United States | COM | 6,985 | 7,062 | +77 | $1,233,132 | $1,237,969 | +$4,837 | 2025-03-04 |
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| Q4 2024 | PM
PHILIP MORRIS INTL INC | United States | COM | 5,656 | 5,739 | +83 | $686,638 | $690,689 | +$4,051 | 2025-03-04 |
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| Q4 2024 | CAT
CATERPILLAR INC | United States | COM | 1,550 | 1,661 | +111 | $606,236 | $602,544 | -$3,692 | 2025-03-04 |
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| Q4 2024 | ECL
ECOLAB INC | United States | COM | 1,215 | 1,310 | +95 | $310,226 | $306,959 | -$3,267 | 2025-03-04 |
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| Q4 2024 | FRT
FEDERAL RLTY INVT TR NEW | United States | SH BEN INT NEW | 2,271 | 2,326 | +55 | $261,097 | $260,396 | -$701 | 2025-03-04 |
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| Q4 2024 | MKC
MCCORMICK & CO INC | United States | COM NON VTG | 3,018 | 3,263 | +245 | $248,381 | $248,771 | +$390 | 2025-03-04 |
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| Q4 2024 | CHD
CHURCH & DWIGHT CO INC | United States | COM | 4,355 | 4,359 | +4 | $456,056 | $456,431 | +$375 | 2025-03-04 |
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| Q4 2024 | KMB
KIMBERLY-CLARK CORP | United States | COM | 1,781 | 1,935 | +154 | $253,401 | $253,562 | +$161 | 2025-03-04 |
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