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.
- Q1 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 32,146.
- Q1 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 11,273.
- Q1 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 14,097.
- Q1 2025: Stock PM; Country of operation United States; Class COM; Shares before 5,739.
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 |
|---|
| Q1 2025 | AAPL
APPLE INC | United States | COM | 32,146 | 32,158 | +12 | $8,050,001 | $7,143,257 | -$906,744 | 2025-04-17 |
|---|
| Q1 2025 | MSFT
MICROSOFT CORP | United States | COM | 11,273 | 11,283 | +10 | $4,751,570 | $4,235,525 | -$516,045 | 2025-04-17 |
|---|
| Q1 2025 | NVDA
NVIDIA CORP COM | United States | COM | 14,097 | 14,124 | +27 | $1,893,086 | $1,530,759 | -$362,327 | 2025-04-17 |
|---|
| Q1 2025 | PM
PHILIP MORRIS INTL INC | United States | COM | 5,739 | 6,130 | +391 | $690,689 | $973,015 | +$282,326 | 2025-04-17 |
|---|
| Q1 2025 | AFL
AFLAC INC | United States | COM | 20,275 | 20,417 | +142 | $2,097,246 | $2,270,166 | +$172,920 | 2025-04-17 |
|---|
| Q1 2025 | LOW
LOWES COS INC | United States | COM | 13,202 | 13,276 | +74 | $3,258,254 | $3,096,361 | -$161,893 | 2025-04-17 |
|---|
| Q1 2025 | CTAS
CINTAS CORP | United States | COM | 5,768 | 5,912 | +144 | $1,053,814 | $1,215,093 | +$161,279 | 2025-04-17 |
|---|
| Q1 2025 | FDX
FEDEX CORP | United States | COM | 4,272 | 4,280 | +8 | $1,201,842 | $1,043,378 | -$158,464 | 2025-04-17 |
|---|
| Q1 2025 | ABBV
ABBVIE INC | United States | COM | 4,520 | 4,574 | +54 | $803,204 | $958,344 | +$155,140 | 2025-04-17 |
|---|
| Q1 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 11,161 | 11,248 | +87 | $1,200,589 | $1,337,725 | +$137,136 | 2025-04-17 |
|---|
| Q1 2025 | MCD
MCDONALDS CORP | United States | COM | 5,216 | 5,267 | +51 | $1,512,066 | $1,645,253 | +$133,187 | 2025-04-17 |
|---|
| Q1 2025 | ABT
ABBOTT LABS | United States | COM | 5,454 | 5,556 | +102 | $616,902 | $737,003 | +$120,101 | 2025-04-17 |
|---|
| Q1 2025 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 2,725 | 2,842 | +117 | $599,037 | $706,692 | +$107,655 | 2025-04-17 |
|---|
| Q1 2025 | V
VISA INC CL A | United States | COM CL A | 1,712 | 1,831 | +119 | $541,060 | $641,692 | +$100,632 | 2025-04-17 |
|---|
| Q1 2025 | CAH
CARDINAL HEALTH INC OHIO | United States | COM | 4,308 | 4,399 | +91 | $509,507 | $606,050 | +$96,543 | 2025-04-17 |
|---|
| Q1 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,670 | 2,680 | +10 | $505,431 | $414,435 | -$90,996 | 2025-04-17 |
|---|
| Q1 2025 | LIN
LINDE PLC | United Kingdom | SHS | 1,377 | 1,418 | +41 | $576,509 | $660,278 | +$83,769 | 2025-04-17 |
|---|
| Q1 2025 | WFC
WELLS FARGO CO NEW | United States | COM | 30,387 | 30,891 | +504 | $2,134,383 | $2,217,665 | +$83,282 | 2025-04-17 |
|---|
| Q1 2025 | COST
COSTCO WHSL CORP NEW COM | United States | COM | 1,271 | 1,312 | +41 | $1,164,579 | $1,240,863 | +$76,284 | 2025-04-17 |
|---|
| Q1 2025 | MO
ALTRIA GROUP INC | United States | COM | 7,190 | 7,359 | +169 | $375,965 | $441,687 | +$65,722 | 2025-04-17 |
|---|
| Q1 2025 | MDLZ
MONDELEZ INTL INC | United States | CL A | 5,034 | 5,290 | +256 | $300,681 | $358,927 | +$58,246 | 2025-04-17 |
|---|
| Q1 2025 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 3,169 | 3,224 | +55 | $927,661 | $985,029 | +$57,368 | 2025-04-17 |
|---|
| Q1 2025 | AMZN
AMAZON COM INC | United States | COM | 6,907 | 7,702 | +795 | $1,515,327 | $1,465,383 | -$49,944 | 2025-04-17 |
|---|
| Q1 2025 | GWW
GRAINGER W W INC | United States | COM | 1,030 | 1,053 | +23 | $1,085,672 | $1,040,185 | -$45,487 | 2025-04-17 |
|---|
| Q1 2025 | SNEX
STONEX GROUP INC | United States | COM | 2,724 | 4,086 | +1,362 | $266,870 | $312,089 | +$45,219 | 2025-04-17 |
|---|
| Q1 2025 | ATO
ATMOS ENERGY CORP | United States | COM | 1,887 | 1,968 | +81 | $262,802 | $304,213 | +$41,411 | 2025-04-17 |
|---|
| Q1 2025 | PG
PROCTER AND GAMBLE CO | United States | COM | 7,356 | 7,437 | +81 | $1,233,233 | $1,267,414 | +$34,181 | 2025-04-17 |
|---|
| Q1 2025 | SHW
SHERWIN WILLIAMS CO | United States | COM | 1,632 | 1,677 | +45 | $554,766 | $585,592 | +$30,826 | 2025-04-17 |
|---|
| Q1 2025 | SPGI
S&P GLOBAL INC | United States | COM | 1,241 | 1,274 | +33 | $618,055 | $647,319 | +$29,264 | 2025-04-17 |
|---|
| Q1 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 464 | 492 | +28 | $244,328 | $269,675 | +$25,347 | 2025-04-17 |
|---|
| Q1 2025 | WMT
WALMART INC | United States | COM | 14,321 | 14,471 | +150 | $1,293,902 | $1,270,409 | -$23,493 | 2025-04-17 |
|---|
| Q1 2025 | JPM
J P MORGAN CHASE AND CO | United States | COM | 2,011 | 2,047 | +36 | $482,057 | $502,129 | +$20,072 | 2025-04-17 |
|---|
| Q1 2025 | GEV
GE VERNOVA INC | United States | COM | 724 | 730 | +6 | $238,145 | $222,854 | -$15,291 | 2025-04-17 |
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| Q1 2025 | META
META PLATFORMS INC | United States | CL A | 2,111 | 2,136 | +25 | $1,236,012 | $1,231,105 | -$4,907 | 2025-04-17 |
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| Q1 2025 | PEP
PEPSICO INC | United States | COM | 20,586 | 20,858 | +272 | $3,130,307 | $3,127,449 | -$2,858 | 2025-04-17 |
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| Q1 2025 | FDS
FACTSET RESH SYS INC | United States | COM | 456 | 486 | +30 | $219,008 | $220,955 | +$1,947 | 2025-04-17 |
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