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.
- Q2 2025: Stock AAPL; Country of operation United States; Class COM; Shares before 32,158.
- Q2 2025: Stock PEP; Country of operation United States; Class COM; Shares before 20,858.
- Q2 2025: Stock JNJ; Country of operation United States; Class COM; Shares before 22,277.
- Q2 2025: Stock AFL; Country of operation United States; Class COM; Shares before 20,417.
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 |
|---|
| Q2 2025 | AAPL
APPLE INC | United States | COM | 32,158 | 31,908 | -250 | $7,143,257 | $6,546,564 | -$596,693 | 2025-08-05 |
|---|
| Q2 2025 | PEP
PEPSICO INC | United States | COM | 20,858 | 20,705 | -153 | $3,127,449 | $2,733,888 | -$393,561 | 2025-08-05 |
|---|
| Q2 2025 | JNJ
JOHNSON & JOHNSON | United States | COM | 22,277 | 22,238 | -39 | $3,694,418 | $3,396,855 | -$297,563 | 2025-08-05 |
|---|
| Q2 2025 | AFL
AFLAC INC | United States | COM | 20,417 | 18,853 | -1,564 | $2,270,166 | $1,988,237 | -$281,929 | 2025-08-05 |
|---|
| Q2 2025 | XOMXXXX
EXXON MOBIL CORP | | COM | 11,248 | 9,830 | -1,418 | $1,337,725 | $1,059,674 | -$278,051 | 2025-08-05 |
|---|
| Q2 2025 | ABBV
ABBVIE INC | United States | COM | 4,574 | 3,729 | -845 | $958,344 | $692,177 | -$266,167 | 2025-08-05 |
|---|
| Q2 2025 | BRO
BROWN & BROWN INC | United States | COM | 3,739 | 2,062 | -1,677 | $465,132 | $228,614 | -$236,518 | 2025-08-05 |
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| Q2 2025 | CVX
CHEVRON CORP NEW | United States | COM | 3,328 | 2,515 | -813 | $556,741 | $360,123 | -$196,618 | 2025-08-05 |
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| Q2 2025 | CB
CHUBB LIMITED | | COM | 1,171 | 700 | -471 | $353,630 | $202,804 | -$150,826 | 2025-08-05 |
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| Q2 2025 | GWW
GRAINGER W W INC | United States | COM | 1,053 | 857 | -196 | $1,040,185 | $891,486 | -$148,699 | 2025-08-05 |
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| Q2 2025 | CLX
CLOROX CO DEL | United States | COM | 3,635 | 3,244 | -391 | $535,254 | $389,507 | -$145,747 | 2025-08-05 |
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| Q2 2025 | MCD
MCDONALDS CORP | United States | COM | 5,267 | 5,139 | -128 | $1,645,253 | $1,501,462 | -$143,791 | 2025-08-05 |
|---|
| Q2 2025 | LIN
LINDE PLC | United Kingdom | SHS | 1,418 | 1,122 | -296 | $660,278 | $526,420 | -$133,858 | 2025-08-05 |
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| Q2 2025 | ADP
AUTOMATIC DATA PROCESSING IN | United States | COM | 3,224 | 2,765 | -459 | $985,029 | $852,726 | -$132,303 | 2025-08-05 |
|---|
| Q2 2025 | SHW
SHERWIN WILLIAMS CO | United States | COM | 1,677 | 1,330 | -347 | $585,592 | $456,669 | -$128,923 | 2025-08-05 |
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| Q2 2025 | ROP
ROPER TECHNOLOGIES INC | United States | COM | 767 | 571 | -196 | $452,208 | $323,666 | -$128,542 | 2025-08-05 |
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| Q2 2025 | CHD
CHURCH & DWIGHT CO INC | United States | COM | 3,934 | 3,223 | -711 | $433,094 | $309,763 | -$123,331 | 2025-08-05 |
|---|
| Q2 2025 | CAH
CARDINAL HEALTH INC OHIO | United States | COM | 4,399 | 2,951 | -1,448 | $606,050 | $495,768 | -$110,282 | 2025-08-05 |
|---|
| Q2 2025 | APD
AIR PRODS & CHEMS INC | United States | COM | 1,456 | 1,140 | -316 | $429,404 | $321,548 | -$107,856 | 2025-08-05 |
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| Q2 2025 | GD
GENERAL DYNAMICS CORP | United States | COM | 1,683 | 1,232 | -451 | $458,752 | $359,325 | -$99,427 | 2025-08-05 |
|---|
| Q2 2025 | CTAS
CINTAS CORP | United States | COM | 5,912 | 5,028 | -884 | $1,215,093 | $1,120,590 | -$94,503 | 2025-08-05 |
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| Q2 2025 | SPGI
S&P GLOBAL INC | United States | COM | 1,274 | 1,050 | -224 | $647,319 | $553,655 | -$93,664 | 2025-08-05 |
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| Q2 2025 | ITW
ILLINOIS TOOL WKS INC | United States | COM | 2,153 | 1,784 | -369 | $533,966 | $441,094 | -$92,872 | 2025-08-05 |
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| Q2 2025 | GPC
GENUINE PARTS CO | United States | COM | 2,746 | 1,936 | -810 | $327,158 | $234,856 | -$92,302 | 2025-08-05 |
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| Q2 2025 | DOV
DOVER CORP | United States | COM | 3,128 | 2,521 | -607 | $549,527 | $461,923 | -$87,604 | 2025-08-05 |
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| Q2 2025 | CINF
CINCINNATI FINL CORP | United States | COM | 3,328 | 2,782 | -546 | $491,612 | $414,295 | -$77,317 | 2025-08-05 |
|---|
| Q2 2025 | JPM
J P MORGAN CHASE AND CO | United States | COM | 2,047 | 1,955 | -92 | $502,129 | $566,774 | +$64,645 | 2025-08-05 |
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| Q2 2025 | NUE
NUCOR CORP | United States | COM | 3,073 | 2,395 | -678 | $369,805 | $310,248 | -$59,557 | 2025-08-05 |
|---|
| Q2 2025 | KO
COCA COLA CO | United States | COM | 24,736 | 24,266 | -470 | $1,771,592 | $1,716,820 | -$54,772 | 2025-08-05 |
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| Q2 2025 | CAT
CATERPILLAR INC | United States | COM | 1,570 | 1,216 | -354 | $517,786 | $472,063 | -$45,723 | 2025-08-05 |
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| Q2 2025 | MKC
MCCORMICK & CO INC | United States | COM NON VTG | 3,263 | 2,948 | -315 | $268,578 | $223,517 | -$45,061 | 2025-08-05 |
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| Q2 2025 | ADM
ARCHER DANIELS MIDLAND CO | United States | COM | 8,604 | 7,092 | -1,512 | $413,078 | $374,316 | -$38,762 | 2025-08-05 |
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| Q2 2025 | COST
COSTCO WHSL CORP NEW COM | United States | COM | 1,312 | 1,291 | -21 | $1,240,863 | $1,278,013 | +$37,150 | 2025-08-05 |
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| Q2 2025 | KMB
KIMBERLY-CLARK CORP | United States | COM | 1,857 | 1,771 | -86 | $264,103 | $228,317 | -$35,786 | 2025-08-05 |
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| Q2 2025 | WMT
WALMART INC | United States | COM | 14,471 | 12,639 | -1,832 | $1,270,409 | $1,235,841 | -$34,568 | 2025-08-05 |
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| Q2 2025 | ED
CONSOLIDATED EDISON INC | United States | COM | 2,324 | 2,243 | -81 | $257,011 | $225,085 | -$31,926 | 2025-08-05 |
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| Q2 2025 | EMR
EMERSON ELEC CO | United States | COM | 3,916 | 3,047 | -869 | $429,350 | $406,257 | -$23,093 | 2025-08-05 |
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| Q2 2025 | TGT
TARGET CORP COM | United States | COM | 2,860 | 2,810 | -50 | $298,470 | $277,207 | -$21,263 | 2025-08-05 |
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| Q2 2025 | SYY
SYSCO CORP | United States | COM | 7,730 | 7,423 | -307 | $580,059 | $562,218 | -$17,841 | 2025-08-05 |
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| Q2 2025 | MDT
MEDTRONIC PLC | Ireland | SHS | 2,641 | 2,594 | -47 | $237,320 | $226,119 | -$11,201 | 2025-08-05 |
|---|
| Q2 2025 | MMM
3M CO | United States | COM | 3,182 | 3,005 | -177 | $467,309 | $457,481 | -$9,828 | 2025-08-05 |
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| Q2 2025 | V
VISA INC CL A | United States | COM CL A | 1,831 | 1,816 | -15 | $641,692 | $644,771 | +$3,079 | 2025-08-05 |
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| Q2 2025 | ABT
ABBOTT LABS | United States | COM | 5,556 | 5,400 | -156 | $737,003 | $734,454 | -$2,549 | 2025-08-05 |
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| Q2 2025 | MA
MASTERCARD INCORPORATED | United States | CL A | 492 | 484 | -8 | $269,675 | $271,979 | +$2,304 | 2025-08-05 |
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