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.
- Q4 2024: Stock JNJ; Country of operation United States; Class COM; Shares before 22,284.
- Q4 2024: Stock PEP; Country of operation United States; Class COM; Shares before 20,593.
- Q4 2024: Stock KO; Country of operation United States; Class COM; Shares before 24,950.
- Q4 2024: Stock BAC; Country of operation United States; Class COM; Shares before 56,120.
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 |
|---|
| Q4 2024 | JNJ
JOHNSON & JOHNSON | United States | COM | 22,284 | 22,277 | -7 | $3,611,345 | $3,221,700 | -$389,645 | 2025-03-04 |
|---|
| Q4 2024 | PEP
PEPSICO INC | United States | COM | 20,593 | 20,586 | -7 | $3,501,840 | $3,130,307 | -$371,533 | 2025-03-04 |
|---|
| Q4 2024 | KO
COCA COLA CO | United States | COM | 24,950 | 24,736 | -214 | $1,792,907 | $1,540,063 | -$252,844 | 2025-03-04 |
|---|
| Q4 2024 | BAC
BANK AMERICA CORP | United States | COM | 56,120 | 56,066 | -54 | $2,226,842 | $2,464,101 | +$237,259 | 2025-03-04 |
|---|
| Q4 2024 | AFL
AFLAC INC | United States | COM | 20,592 | 20,275 | -317 | $2,302,186 | $2,097,246 | -$204,940 | 2025-03-04 |
|---|
| Q4 2024 | TGT
TARGET CORP COM | United States | COM | 3,272 | 2,860 | -412 | $509,974 | $386,615 | -$123,359 | 2025-03-04 |
|---|
| Q4 2024 | MSFT
MICROSOFT CORP | United States | COM | 11,293 | 11,273 | -20 | $4,859,378 | $4,751,570 | -$107,808 | 2025-03-04 |
|---|
| Q4 2024 | MDLZ
MONDELEZ INTL INC | United States | CL A | 5,239 | 5,034 | -205 | $385,957 | $300,681 | -$85,276 | 2025-03-04 |
|---|
| Q4 2024 | MCD
MCDONALDS CORP | United States | COM | 5,222 | 5,216 | -6 | $1,590,151 | $1,512,066 | -$78,085 | 2025-03-04 |
|---|
| Q4 2024 | GD
GENERAL DYNAMICS CORP | United States | COM | 1,847 | 1,837 | -10 | $558,163 | $484,031 | -$74,132 | 2025-03-04 |
|---|
| Q4 2024 | AOS
SMITH A O CORP | United States | COM | 3,095 | 3,016 | -79 | $278,024 | $205,721 | -$72,303 | 2025-03-04 |
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| Q4 2024 | CL
COLGATE PALMOLIVE CO | United States | COM | 3,577 | 3,462 | -115 | $371,328 | $314,730 | -$56,598 | 2025-03-04 |
|---|
| Q4 2024 | PPG
PPG INDS INC | United States | COM | 2,606 | 2,598 | -8 | $345,191 | $310,331 | -$34,860 | 2025-03-04 |
|---|
| Q4 2024 | MMM
3M CO | United States | COM | 3,311 | 3,247 | -64 | $452,614 | $419,155 | -$33,459 | 2025-03-04 |
|---|
| Q4 2024 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 2,207 | 2,153 | -54 | $578,388 | $545,915 | -$32,473 | 2025-03-04 |
|---|
| Q4 2024 | CB
CHUBB LIMITED | | COM | 1,205 | 1,171 | -34 | $347,510 | $323,547 | -$23,963 | 2025-03-04 |
|---|
| Q4 2024 | ATO
ATMOS ENERGY CORP | United States | COM | 1,998 | 1,887 | -111 | $277,143 | $262,802 | -$14,341 | 2025-03-04 |
|---|
| Q4 2024 | WRB
BERKLEY W R CORP | United States | COM | 3,947 | 3,709 | -238 | $223,913 | $217,051 | -$6,862 | 2025-03-04 |
|---|
| Q4 2024 | BRO
BROWN & BROWN INC | United States | COM | 3,747 | 3,739 | -8 | $388,189 | $381,453 | -$6,736 | 2025-03-04 |
|---|
| Q4 2024 | MO
ALTRIA GROUP INC | United States | COM | 7,240 | 7,190 | -50 | $369,530 | $375,965 | +$6,435 | 2025-03-04 |
|---|
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