Stack Financial Management, Inc
Stack Financial Management, Inc reported 54 positions worth $1.28B as of June 30, 2026 (13F filed August 3, 2026). Largest holding: WMT (9.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | WMT | SH | $115.0M | 8.97% | 1,014,994 | — | — | |
| ▸ 2 | SH | SH | $91.7M | 7.15% | 2,776,433 | — | — | |
| ▸ 3 | MSFT | SH | $70.0M | 5.46% | 187,635 | — | — | |
| ▸ 4 | PWR | SH | $66.7M | 5.20% | 92,624 | — | — | |
| ▸ 5 | BRK-B | SH | $59.7M | 4.66% | 119,231 | — | — | |
| ▸ 6 | CVX | SH | $43.7M | 3.41% | 263,390 | — | — | |
| ▸ 7 | LHX | SH | $41.3M | 3.22% | 142,143 | — | — | |
| ▸ 8 | AEP | SH | $38.5M | 3.01% | 281,488 | — | — | |
| ▸ 9 | PSX | SH | $36.3M | 2.83% | 214,827 | — | — | |
| ▸ 10 | WM | SH | $32.4M | 2.53% | 145,573 | — | — |
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Frequently Asked Questions
What stocks does Stack Financial Management, Inc hold as of Q2 2026?
Stack Financial Management, Inc reported 54 positions worth $1.28B in its Q2 2026 13F filing. Largest positions: WMT (9.0%), SH (7.2%), MSFT (5.5%), PWR (5.2%) and BRK-B (4.7%).
What did Stack Financial Management, Inc buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did Stack Financial Management, Inc sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.