Institutions / Sheets Smith Wealth Management / Activity
Activity — Sheets Smith Wealth Management
370 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | Graco Inc Common stock | $74.1K | +875 +6.10% | 15,223 0.15% of portfolio | low |
| Q1 2026 as of | Trim | 52468L505 Common stock | $-73.8K | -2K -3.26% | 53,964 0.25% of portfolio | low |
| Q1 2026 as of | Add | 808524102 Common stock | $70.2K | +3K +1.01% | 280,015 0.79% of portfolio | low |
| Q1 2026 as of | Add | 35473P884 Common stock | $66.0K | +1K +8.07% | 16,098 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 316092840 Common stock | $-65.6K | -1K -2.34% | 49,646 0.31% of portfolio | low |
| Q1 2026 as of | Trim | Williams Sonoma Inc Common stock | $-61.4K | -337 -2.37% | 13,892 0.29% of portfolio | low |
| Q1 2026 as of | Add | 92206C813 Common stock | $59.9K | +801 +8.93% | 9,769 0.08% of portfolio | low |
| Q1 2026 as of | Add | 808524797 Common stock | $58.8K | +2K +0.78% | 247,599 0.85% of portfolio | low |
| Q1 2026 as of | Trim | 30151E806 Common stock | $-55.8K | -2K -5.10% | 46,034 0.12% of portfolio | low |
| Q1 2026 as of | Add | Johnson & Johnson Common stock | $55.7K | +228 +2.18% | 10,709 0.29% of portfolio | low |
| Q1 2026 as of | Trim | 09290C863 Common stock | $-55.3K | -2K -4.31% | 39,847 0.14% of portfolio | low |
| Q1 2026 as of | Add | 74255Y607 Common stock | $54.0K | +942 +7.93% | 12,819 0.08% of portfolio | low |
| Q1 2026 as of | Trim | 69374H857 Common stock | $-53.6K | -1K -5.72% | 19,668 0.10% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $53.4K | +370 +7.56% | 5,264 0.09% of portfolio | low |
| Q1 2026 as of | Trim | 464288760 Common stock | $-53.2K | -243 -2.34% | 10,135 0.25% of portfolio | low |
| Q1 2026 as of | Trim | Southern Co Common stock | $-53.1K | -550 -4.21% | 12,499 0.14% of portfolio | low |
| Q1 2026 as of | Add | 69344A834 Common stock | $52.7K | +1K +6.02% | 18,134 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 233051143 Common stock | $-51.3K | -862 -1.81% | 46,703 0.31% of portfolio | low |
| Q1 2026 as of | Add | 92189F601 Common stock | $50.5K | +379 +12.77% | 3,347 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Kinder Morgan, Inc. Common stock | $-49.3K | -1K -9.20% | 14,502 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 78464A375 Common stock | $-49.0K | -1K -0.51% | 284,956 1.08% of portfolio | low |
| Q1 2026 as of | Add | Broadcom Inc. Common stock | $48.3K | +156 +4.13% | 3,936 0.14% of portfolio | low |
| Q1 2026 as of | Trim | Warren E. Buffett Common stock | $-47.9K | -100 -4.18% | 2,292 0.12% of portfolio | low |
| Q1 2026 as of | Trim | 92189H748 Common stock | $-47.4K | -900 -9.81% | 8,275 0.05% of portfolio | low |
| Q1 2026 as of | Trim | Autozone Inc Common stock | $-47.3K | -14 -8.05% | 160 0.06% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $45.8K | +475 +15.56% | 3,527 0.04% of portfolio | low |
| Q1 2026 as of | Trim | 46090E103 Common stock | $-45.6K | -79 -0.28% | 27,656 1.80% of portfolio | low |
| Q1 2026 as of | Trim | 46431W606 Common stock | $-45.5K | -531 -3.93% | 12,984 0.13% of portfolio | low |
| Q1 2026 as of | Trim | 464288414 Common stock | $-44.9K | -423 -6.15% | 6,458 0.08% of portfolio | low |
| Q1 2026 as of | Add | Netflix Inc Common stock | $44.7K | +465 +3.11% | 15,410 0.17% of portfolio | low |
| Q1 2026 as of | Add | First Citizens Bancshares Inc /De Common stock | $43.3K | +23 +0.80% | 2,910 0.62% of portfolio | low |
| Q1 2026 as of | Trim | 233051507 Common stock | $-42.3K | -419 -8.16% | 4,713 0.05% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $41.2K | +199 +3.06% | 6,711 0.16% of portfolio | low |
| Q1 2026 as of | Add | 78470P846 Common stock | $41.1K | +1K +5.06% | 30,684 0.10% of portfolio | low |
| Q1 2026 as of | Trim | 78468R606 Common stock | $-40.4K | -2K -2.14% | 79,273 0.21% of portfolio | low |
| Q1 2026 as of | Add | WP Carey Inc Common stock | $40.1K | +590 +0.71% | 84,010 0.64% of portfolio | low |
| Q1 2026 as of | Add | 233051200 Common stock | $40.1K | +811 +6.76% | 12,800 0.07% of portfolio | low |
| Q1 2026 as of | Add | Dominion Energy, Inc Common stock | $37.5K | +606 +10.93% | 6,150 0.04% of portfolio | low |
| Q1 2026 as of | Add | 464288646 Common stock | $36.8K | +700 +2.24% | 31,927 0.19% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $35.4K | +285 +1.68% | 17,255 0.24% of portfolio | low |
| Q1 2026 as of | Add | 38149W622 Common stock | $35.0K | +700 +11.61% | 6,730 0.04% of portfolio | low |
| Q1 2026 as of | Trim | Advanced Micro Devices Inc Common stock | $-34.6K | -170 -1.61% | 10,403 0.24% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $33.5K | +102 +0.80% | 12,800 0.47% of portfolio | low |
| Q1 2026 as of | Add | 97717X263 Common stock | $32.3K | +732 +4.29% | 17,803 0.09% of portfolio | low |
| Q1 2026 as of | Trim | 003261203 Common stock | $-31.7K | -885 -10.11% | 7,867 0.03% of portfolio | low |
| Q1 2026 as of | Add | Lowes Companies Inc Common stock | $30.7K | +130 +1.47% | 8,990 0.24% of portfolio | low |
| Q1 2026 as of | Trim | 921078101 Common stock | $-30.0K | -665 -0.84% | 78,171 0.40% of portfolio | low |
| Q1 2026 as of | Add | ConocoPhillips Common stock | $29.4K | +223 +6.84% | 3,482 0.05% of portfolio | low |
| Q1 2026 as of | Trim | 921937819 Common stock | $-29.3K | -380 -2.55% | 14,507 0.13% of portfolio | low |
| Q1 2026 as of | Add | 92189F437 Common stock | $29.3K | +1K +3.33% | 31,615 0.10% of portfolio | low |