SMITH SHELLNUT WILSON LLC /ADV quarter change: USA Stocks, Sold out
In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, SMITH SHELLNUT WILSON LLC /ADV opened 16 positions, added to 11, reduced 28, sold out of 2 and left 56 unchanged. The largest increase in value was STX (+$4,837,935); the largest decrease was PEP (-$429,127).
- CLX: Country of operation United States; Class COM; Shares 2026-03-31 2,964; Shares 2026-06-30 0.
- NEE: Country of operation United States; Class COM; Shares 2026-03-31 2,163; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 944317): 2026-03-31 (filed 2026-08-03) and 2026-06-30 (filed 2026-08-03). 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; share change is the position change.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Not available yet | |||