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 2025: Stock ORCL; Country of operation United States; Class COM; Shares before 65,325.
- Q3 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 31,908.
- Q3 2025: Stock NVDA; Country of operation United States; Class COM; Shares before 14,124.
- Q3 2025: Stock MSFT; Country of operation United States; Class COM; Shares before 11,283.
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 2025 | ORCL
ORACLE CORP | United States | COM | 65,325 | 66,569 | +1,244 | $14,282,005 | $18,721,866 | +$4,439,861 | 2025-10-27 |
|---|
| Q3 2025 | AAPL
APPLE INC | United States | COM | 31,908 | 34,809 | +2,901 | $6,546,564 | $8,863,416 | +$2,316,852 | 2025-10-27 |
|---|
| Q3 2025 | NVDA
NVIDIA CORPORATION | United States | COM | 14,124 | 19,131 | +5,007 | $2,231,451 | $3,569,462 | +$1,338,011 | 2025-10-27 |
|---|
| Q3 2025 | MSFT
MICROSOFT CORP | United States | COM | 11,283 | 12,803 | +1,520 | $5,612,277 | $6,631,221 | +$1,018,944 | 2025-10-27 |
|---|
| Q3 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 22,238 | 23,172 | +934 | $3,396,855 | $4,296,552 | +$899,697 | 2025-10-27 |
|---|
| Q3 2025 | GOOGL
ALPHABET INC | United States | CAP STK CL A | 2,680 | 5,246 | +2,566 | $472,296 | $1,275,303 | +$803,007 | 2025-10-27 |
|---|
| Q3 2025 | GOOG
ALPHABET INC | United States | CAP STK CL C | 10,085 | 10,130 | +45 | $1,788,978 | $2,467,162 | +$678,184 | 2025-10-27 |
|---|
| Q3 2025 | AVGO
BROADCOM INC | United States | COM | 4,512 | 5,537 | +1,025 | $1,243,733 | $1,826,712 | +$582,979 | 2025-10-27 |
|---|
| Q3 2025 | AMZN
AMAZON COM INC | United States | COM | 7,717 | 9,733 | +2,016 | $1,693,033 | $2,137,075 | +$444,042 | 2025-10-27 |
|---|
| Q3 2025 | JPM
JPMORGAN CHASE & CO. | United States | COM | 1,955 | 3,002 | +1,047 | $566,774 | $946,921 | +$380,147 | 2025-10-27 |
|---|
| Q3 2025 | META
META PLATFORMS INC | United States | CL A | 2,136 | 2,645 | +509 | $1,576,560 | $1,942,435 | +$365,875 | 2025-10-27 |
|---|
| Q3 2025 | ABBV
ABBVIE INC | United States | COM | 3,729 | 4,427 | +698 | $692,177 | $1,025,028 | +$332,851 | 2025-10-27 |
|---|
| Q3 2025 | GEV
GE VERNOVA INC | United States | COM | 730 | 1,034 | +304 | $386,280 | $635,807 | +$249,527 | 2025-10-27 |
|---|
| Q3 2025 | BAC
BANK AMERICA CORP | United States | COM | 56,066 | 56,128 | +62 | $2,653,043 | $2,895,644 | +$242,601 | 2025-10-27 |
|---|
| Q3 2025 | WMT
WALMART INC | United States | COM | 12,639 | 13,790 | +1,151 | $1,235,841 | $1,421,197 | +$185,356 | 2025-10-27 |
|---|
| Q3 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 484 | 802 | +318 | $271,979 | $456,186 | +$184,207 | 2025-10-27 |
|---|
| Q3 2025 | NFLX
NETFLIX INC | United States | COM | 165 | 311 | +146 | $220,956 | $372,864 | +$151,908 | 2025-10-27 |
|---|
| Q3 2025 | MCD
MCDONALDS CORP | United States | COM | 5,139 | 5,426 | +287 | $1,501,462 | $1,648,907 | +$147,445 | 2025-10-27 |
|---|
| Q3 2025 | WFC
WELLS FARGO CO NEW | United States | COM | 30,891 | 30,922 | +31 | $2,474,987 | $2,591,882 | +$116,895 | 2025-10-27 |
|---|
| Q3 2025 | CAT
CATERPILLAR INC | United States | COM | 1,216 | 1,234 | +18 | $472,063 | $588,803 | +$116,740 | 2025-10-27 |
|---|
| Q3 2025 | MDLZ
MONDELEZ INTL INC | United States | CL A | 5,290 | 6,949 | +1,659 | $356,758 | $434,104 | +$77,346 | 2025-10-27 |
|---|
| Q3 2025 | CVX
CHEVRON CORP NEW | United States | COM | 2,515 | 2,805 | +290 | $360,123 | $435,588 | +$75,465 | 2025-10-27 |
|---|
| Q3 2025 | GD
GENERAL DYNAMICS CORP | United States | COM | 1,232 | 1,241 | +9 | $359,325 | $423,181 | +$63,856 | 2025-10-27 |
|---|
| Q3 2025 | COST
COSTCO WHSL CORP NEW | United States | COM | 1,291 | 1,445 | +154 | $1,278,013 | $1,337,535 | +$59,522 | 2025-10-27 |
|---|
| Q3 2025 | MRK
MERCK & CO INC | United States | COM | 3,039 | 3,517 | +478 | $240,567 | $295,182 | +$54,615 | 2025-10-27 |
|---|
| Q3 2025 | QCOM
QUALCOMM INC | United States | COM | 2,736 | 2,896 | +160 | $435,735 | $481,779 | +$46,044 | 2025-10-27 |
|---|
| Q3 2025 | SNEX
STONEX GROUP INC | United States | COM | 4,086 | 4,146 | +60 | $372,398 | $418,414 | +$46,016 | 2025-10-27 |
|---|
| Q3 2025 | FDX
FEDEX CORP | United States | COM | 4,280 | 4,318 | +38 | $972,887 | $1,018,228 | +$45,341 | 2025-10-27 |
|---|
| Q3 2025 | IBM
INTERNATIONAL BUSINESS MACHS | United States | COM | 2,842 | 2,867 | +25 | $837,765 | $808,953 | -$28,812 | 2025-10-27 |
|---|
| Q3 2025 | SPGI
S&P GLOBAL INC | United States | COM | 1,050 | 1,160 | +110 | $553,655 | $564,584 | +$10,929 | 2025-10-27 |
|---|
| Q3 2025 | EMR
EMERSON ELEC CO | United States | COM | 3,047 | 3,066 | +19 | $406,257 | $402,198 | -$4,059 | 2025-10-27 |
|---|
| Q3 2025 | CSCO
CISCO SYS INC | United States | COM | 3,926 | 3,964 | +38 | $272,386 | $271,217 | -$1,169 | 2025-10-27 |
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