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SMITH SHELLNUT WILSON LLC /ADV Historic Quarter Change: USA Stocks, New

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SMITH SHELLNUT WILSON LLC /ADV historic quarter change: USA Stocks, New

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.

  • Q2 2026: Stock MU; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock AMD; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock CORT; Country of operation United States; Class COM; Shares before 0.
  • Q2 2026: Stock AMAT; Country of operation United States; Class COM; Shares before 0.

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.

QuarterStockCountry of operationClassShares beforeShares afterShare changeValue beforeValue afterValue changeFiled
Q2 2026MU
MICRON TECHNOLOGY INC		United StatesCOM0607+607$0$700,654+$700,6542026-08-03
Q2 2026AMD
ADVANCED MICRO DEVICES INC		United StatesCOM0987+987$0$573,358+$573,3582026-08-03
Q2 2026CORT
CORCEPT THERAPEUTICS INC		United StatesCOM04,819+4,819$0$419,012+$419,0122026-08-03
Q2 2026AMAT
APPLIED MATLS INC		United StatesCOM0533+533$0$385,359+$385,3592026-08-03
Q2 2026UNH
UNITEDHEALTH GROUP INC		United StatesCOM0831+831$0$345,389+$345,3892026-08-03
Q2 2026LSCC
LATTICE SEMICONDUCTOR CORP		United StatesCOM02,139+2,139$0$327,181+$327,1812026-08-03
Q2 2026ACLS
AXCELIS TECHNOLOGIES INC		United StatesCOM NEW01,540+1,540$0$291,753+$291,7532026-08-03
Q2 2026ALNT
ALLIENT INC		United StatesCOM02,443+2,443$0$251,458+$251,4582026-08-03
Q2 2026OFG
OFG BANCORP		COM04,872+4,872$0$239,069+$239,0692026-08-03
Q2 2026LNTH
LANTHEUS HLDGS INC		United StatesCOM02,146+2,146$0$238,077+$238,0772026-08-03
Q2 2026FITB
FIFTH THIRD BANCORP		United StatesCOM04,101+4,101$0$231,173+$231,1732026-08-03
Q2 2026MS
MORGAN STANLEY		United StatesCOM NEW01,052+1,052$0$219,910+$219,9102026-08-03
Q2 2026IRDM
IRIDIUM COMMUNICATIONS INC		United StatesCOM03,992+3,992$0$218,961+$218,9612026-08-03
Q2 2026ASTH
ASTRANA HEALTH INC		United StatesCOM NEW04,616+4,616$0$214,229+$214,2292026-08-03
Q2 2026CL
COLGATE PALMOLIVE CO		United StatesCOM02,301+2,301$0$210,956+$210,9562026-08-03
Q2 2026NVT
NVENT ELEC PLC		SHS01,225+1,225$0$207,772+$207,7722026-08-03
Q1 2026HAL
HALLIBURTON CO		United StatesCOM06,727+6,727$0$262,286+$262,2862026-08-03
Q1 2026RTX
RTX CORPORATION		United StatesCOM01,331+1,331$0$256,750+$256,7502026-08-03
Q1 2026TGT
TARGET CORP		United StatesCOM01,946+1,946$0$235,855+$235,8552026-08-03
Q1 2026PWR
QUANTA SVCS INC		United StatesCOM0370+370$0$203,137+$203,1372026-08-03
Q1 2026NEE
NEXTERA ENERGY INC		United StatesCOM02,163+2,163$0$200,899+$200,8992026-08-03
Q4 2025LLY
ELI LILLY & CO		United StatesCOM0284+284$0$305,209+$305,2092026-08-03
Q4 2025RY
ROYAL BK CDA		COM01,253+1,253$0$213,624+$213,6242026-08-03
Q4 2025CB
CHUBB LIMITED		COM0673+673$0$210,057+$210,0572026-08-03
Q4 2025TJX
TJX COS INC NEW		United StatesCOM01,336+1,336$0$205,223+$205,2232026-08-03
Q3 2025GLD
SPDR GOLD TR		United StatesGOLD SHS04,106+4,106$0$1,459,560+$1,459,5602025-10-27
Q3 2025GS
GOLDMAN SACHS GROUP INC		United StatesCOM0443+443$0$352,783+$352,7832025-10-27
Q3 2025INTC
INTEL CORP		United StatesCOM07,260+7,260$0$243,573+$243,5732025-10-27
Q3 2025TMUS
T-MOBILE US INC		United StatesCOM01,003+1,003$0$240,098+$240,0982025-10-27
Q3 2025CMCSA
COMCAST CORP NEW		United StatesCL A07,406+7,406$0$232,697+$232,6972025-10-27
Q3 2025PFSI
PENNYMAC FINL SVCS INC NEW		United StatesCOM01,850+1,850$0$229,178+$229,1782025-10-27
Q3 2025ETN
EATON CORP PLC		SHS0592+592$0$221,556+$221,5562025-10-27
Q3 2025ONTO
ONTO INNOVATION INC		United StatesCOM01,667+1,667$0$215,410+$215,4102025-10-27
Q3 2025TRMK
TRUSTMARK CORP		United StatesCOM05,165+5,165$0$204,534+$204,5342025-10-27
Q3 2025HAL
HALLIBURTON CO		United StatesCOM08,227+8,227$0$202,384+$202,3842025-10-27
Q3 2025LITE
LUMENTUM HLDGS INC		United StatesCOM01,230+1,230$0$200,133+$200,1332025-10-27
Q2 2025RNST
RENASANT CORP		United StatesCOM044,399+44,399$0$1,595,256+$1,595,2562025-08-05
Q2 2025NFLX
NETFLIX INC		United StatesCOM0165+165$0$220,956+$220,9562025-08-05
Q2 2025OFG
OFG BANCORP		COM04,872+4,872$0$208,522+$208,5222025-08-05
Q1 2025BMY
BRISTOL-MYERS SQUIBB CO		United StatesCOM03,524+3,524$0$214,929+$214,9292025-04-17
Q1 2025LNTH
LANTHEUS HLDGS INC		United StatesCOM02,146+2,146$0$209,450+$209,4502025-04-17
Q4 2024GEV
GE VERNOVA INC		United StatesCOM0724+724$0$238,145+$238,1452025-03-04
Q4 2024TROW
T ROWE PRICE GROUP INC		United StatesCOM02,075+2,075$0$234,662+$234,6622025-03-04
Q4 2024BDX
BECTON DICKINSON & CO		United StatesCOM0979+979$0$222,106+$222,1062025-03-04
Q4 2024CSCO
CISCO SYS INC		United StatesCOM03,446+3,446$0$204,003+$204,0032025-03-04
Q4 2024RNST
RENASANT CORP		United StatesCOM05,618+5,618$0$200,844+$200,8442025-03-04
Q3 2024ASTH
ASTRANA HEALTH INC		United StatesCOM NEW04,616+4,616$0$267,451+$267,4512024-10-31
Q3 2024HLNE
HAMILTON LANE INC		United StatesCL A01,475+1,475$0$248,375+$248,3752024-10-31
Q3 2024LNTH
LANTHEUS HLDGS INC		United StatesCOM02,146+2,146$0$235,524+$235,5242024-10-31
Q3 2024CORT
CORCEPT THERAPEUTICS INC		United StatesCOM04,819+4,819$0$223,023+$223,0232024-10-31
Q3 2024OFG
OFG BANCORP		COM04,872+4,872$0$218,850+$218,8502024-10-31
Q3 2024SNEX
STONEX GROUP INC		United StatesCOM02,664+2,664$0$218,128+$218,1282024-10-31
Q3 2024BCC
BOISE CASCADE COMPANY		United StatesCOM01,536+1,536$0$216,545+$216,5452024-10-31
Q3 2024MA
MASTERCARD INCORPORATED		United StatesCL A0430+430$0$212,334+$212,3342024-10-31
Q3 2024PFSI
PENNYMAC FINANCIAL SERVICES IN		United StatesCOM01,850+1,850$0$210,845+$210,8452024-10-31
Q3 2024FDS
FACTSET RESH SYS INC		United StatesCOM0442+442$0$203,254+$203,2542024-10-31
Q2 2024STRL
STERLING INFRASTRUCTURE INC		United StatesCOM04,907+4,907$0$580,694+$580,6942024-07-26
Q2 2024MEDP
MEDPACE HOLDINGS INC		United StatesCOM0963+963$0$396,612+$396,6122024-07-26
Q2 2024ONTO
ONTO INNOVATION INC		United StatesCOM01,667+1,667$0$366,007+$366,0072024-07-26
Q2 2024TRMK
TRUSTMARK CORP		United StatesCOM09,565+9,565$0$287,333+$287,3332024-07-26
Q2 2024ATKR
ATKORE INC		United StatesCOM01,973+1,973$0$266,217+$266,2172024-07-26
Q2 2024BOOT
BOOT BARN HLDGS INC		United StatesCOM01,975+1,975$0$254,637+$254,6372024-07-26
Q2 2024KAI
KADANT INC		United StatesCOM0825+825$0$242,369+$242,3692024-07-26
Q2 2024DECK
DECKERS OUTDOOR CORP		United StatesCOM0244+244$0$236,180+$236,1802024-07-26
Q2 2024ENVA
ENOVA INTERNATIONAL INC		United StatesCOM03,771+3,771$0$234,745+$234,7452024-07-26
Q2 2024UFPI
UFP INDUSTRIALS INC		United StatesCOM02,069+2,069$0$231,728+$231,7282024-07-26
Q2 2024ACLS
AXCELIS TECHNOLOGIES INC		United StatesCOM NEW01,540+1,540$0$218,973+$218,9732024-07-26
Q2 2024LPX
LOUISIANA PAC CORP		United StatesCOM02,540+2,540$0$209,118+$209,1182024-07-26
Q1 2024WRB
BERKLEY W R CORP		United StatesCOM02,805+2,805$0$248,074+$248,0742024-05-01
Q1 2024TROW
T ROWE PRICE GROUP INC		United StatesCOM01,719+1,719$0$209,580+$209,5802024-05-01
Q1 2024MA
MASTERCARD INCORPORATED		United StatesCL A0430+430$0$207,075+$207,0752024-05-01
Q1 2024ETR
ENTERGY CORP NEW		United StatesCOM01,944+1,944$0$205,442+$205,4422024-05-01

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