SMITH SHELLNUT WILSON LLC /ADV historic quarter change: USA Stocks, Reduced
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 2024: Stock MSFT; Country of operation United States; Class COM; Shares before 11,349.
- Q1 2024: Stock META; Country of operation United States; Class CL A; Shares before 2,141.
- Q1 2024: Stock MCD; Country of operation United States; Class COM; Shares before 5,434.
- Q1 2024: Stock ABBV; Country of operation United States; Class COM; Shares before 4,474.
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 2024 | MSFT
MICROSOFT CORP | United States | COM | 11,349 | 11,261 | -88 | $4,267,678 | $4,737,728 | +$470,050 | 2024-05-01 |
|---|
| Q1 2024 | META
FACEBOOK INC-A | United States | CL A | 2,141 | 2,126 | -15 | $757,828 | $1,032,343 | +$274,515 | 2024-05-01 |
|---|
| Q1 2024 | MCD
MCDONALDS CORP | United States | COM | 5,434 | 5,222 | -212 | $1,611,235 | $1,472,343 | -$138,892 | 2024-05-01 |
|---|
| Q1 2024 | ABBV
ABBVIE INC | United States | COM | 4,474 | 4,287 | -187 | $693,336 | $780,663 | +$87,327 | 2024-05-01 |
|---|
| Q1 2024 | MDLZ
MONDELEZ INTL INC | United States | CL A | 6,064 | 5,239 | -825 | $439,216 | $366,730 | -$72,486 | 2024-05-01 |
|---|
| Q1 2024 | DOV
DOVER CORP | United States | COM | 2,899 | 2,864 | -35 | $445,895 | $507,472 | +$61,577 | 2024-05-01 |
|---|
| Q1 2024 | CINF
CINCINNATI FINL CORP | United States | COM | 3,088 | 3,060 | -28 | $319,484 | $379,960 | +$60,476 | 2024-05-01 |
|---|
| Q1 2024 | MRK
MERCK & CO INC | United States | COM | 3,439 | 3,239 | -200 | $374,920 | $427,386 | +$52,466 | 2024-05-01 |
|---|
| Q1 2024 | SYY
SYSCO CORP | United States | COM | 7,503 | 7,369 | -134 | $548,694 | $598,215 | +$49,521 | 2024-05-01 |
|---|
| Q1 2024 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,321 | 1,303 | -18 | $361,690 | $315,678 | -$46,012 | 2024-05-01 |
|---|
| Q1 2024 | CLX
CLOROX CO DEL | United States | COM | 4,638 | 4,475 | -163 | $661,332 | $685,167 | +$23,835 | 2024-05-01 |
|---|
| Q1 2024 | ABT
ABBOTT LABS | United States | COM | 5,166 | 4,813 | -353 | $568,622 | $547,046 | -$21,576 | 2024-05-01 |
|---|
| Q1 2024 | BMY
BRISTOL-MYERS SQUIBB CO | United States | COM | 5,405 | 5,299 | -106 | $277,331 | $287,365 | +$10,034 | 2024-05-01 |
|---|
| Q1 2024 | KMB
KIMBERLY-CLARK CORP | United States | COM | 1,819 | 1,781 | -38 | $221,027 | $230,372 | +$9,345 | 2024-05-01 |
|---|
| Q1 2024 | MKC
MCCORMICK & CO INC | United States | COM NON VTG | 3,280 | 3,018 | -262 | $224,418 | $231,813 | +$7,395 | 2024-05-01 |
|---|
| Q1 2024 | ED
CONSOLIDATED EDISON INC | United States | COM | 2,579 | 2,512 | -67 | $234,612 | $228,115 | -$6,497 | 2024-05-01 |
|---|
| Q1 2024 | BDX
BECTON DICKINSON & CO | United States | COM | 880 | 858 | -22 | $214,570 | $212,312 | -$2,258 | 2024-05-01 |
|---|
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