13F Filings History of Stack Financial Management, Inc
- Latest 13F filing
- Q1 2026 - 04 May 2026
- Latest reported 13F value
- $1,361,472,756
- Form 13F summary
-
- Stack Financial Management, Inc Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Stack Financial Management, Inc reported 52 equity holdings with a total reported market value of $1,361,472,756 for Q1 2026. Top reported holdings included PROSHARES TR, WALMART INC, QUANTA SVCS INC, MICROSOFT CORP, and BERKSHIRE HATHAWAY INC DEL.
- Largest 13F holdings
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PROSHARES TR WALMART INC QUANTA SVCS INC MICROSOFT CORP BERKSHIRE HATHAWAY INC DEL CHEVRON CORPORATION L3HARRIS TECHNOLOGIES INC PHILLIPS 66 AMERICAN ELEC PWR CO INC WHEATON PRECIOUS METALS CORP WASTE MGMT INC DEL...
- Manager signature
- Jeanine L. Morreim - Chief Compliance Officer
- Manager location
- Whitefish, MT
13F snapshot
Latest parsed holdings, value, and filing-period context.
2 signals
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2026
Latest value
$1,361,472,756
Quarter delta
n/a
Accepted
04 May 2026, 13:01
Rows shown
1-1 of 1
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q1 2026 | 52 | $1,361,472,756 | $0 | $0 | $0 | PROSHARES TR, WALMART INC, QUANTA SVCS INC, MICROSOFT CORP, BERKSHIRE HATHAWAY INC DEL | 13F-HR | 04 May 2026, 13:01 |