Current Market Value 1,132,028,157
Current Holdings 49
Most Recent File Date 2025-07-25
Total Filings on Record 50
SEC Form 13F Filing History

This page shows a list of all the recent 13F filings made by Stack Financial Management, Inc . Form 13F is required to be filed within 45 days of the end of a calendar quarter. The Form 13F report requires disclosure of the manager that files the report, the name and class of the security, the CUSIP number, the number of shares as of the end of the calendar quarter for which the report is filed, and the total market value. The market value column should not be used as a substitute for Assets Under Management (AUM), as it does not include cash held in accounts.

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File Date Reporting Period Form Amendment Holdings Reported Value
($1000)
2025-07-25 2025-06-30 13F-HR 49 1,132,028
2025-05-02 2025-03-31 13F-HR 53 1,200,497
2025-02-04 2024-12-31 13F-HR 50 1,093,654
2024-11-04 2024-09-30 13F-HR 48 1,113,940
2024-08-02 2024-06-30 13F-HR 49 1,079,966
2024-05-02 2024-03-31 13F-HR 46 1,089,864
2024-02-02 2023-12-31 13F-HR 42 885,507
2023-11-03 2023-09-30 13F-HR 40 858,338
2023-08-02 2023-06-30 13F-HR 40 893,852
2023-05-02 2023-03-31 13F-HR 35 822,222
2023-02-02 2022-12-31 13F-HR 36 994,149
2022-10-31 2022-09-30 13F-HR 38 953,931
2022-08-04 2022-06-30 13F-HR 38 1,005,170
2022-05-20 2022-03-31 13F-HR/A 1 N 1 148,838
2022-05-03 2022-03-31 13F-HR 44 1,095,154
2022-02-03 2021-12-31 13F-HR 50 1,159,042
2021-11-01 2021-09-30 13F-HR 46 1,048,337
2021-07-26 2021-06-30 13F-HR 51 1,164,017
2021-04-09 2021-03-31 13F-HR 50 1,184,052
2021-01-19 2020-12-31 13F-HR 50 1,134,617
2020-11-04 2020-09-30 13F-HR 47 995,617
2020-07-20 2020-06-30 13F-HR 51 878,137
2020-05-11 2020-03-31 13F-HR 40 637,496
2020-01-24 2019-12-31 13F-HR 50 928,911
2019-10-28 2019-09-30 13F-HR 47 840,937
2019-07-30 2019-06-30 13F-HR 45 891,017
2019-05-06 2019-03-31 13F-HR 44 834,600
2019-02-05 2018-12-31 13F-HR 50 812,816
2018-11-05 2018-09-30 13F-HR 51 919,775
2018-08-06 2018-06-30 13F-HR 49 862,980
2018-04-25 2018-03-31 13F-HR 48 846,608
2018-01-19 2017-12-31 13F-HR 56 994,261
2017-10-26 2017-09-30 13F-HR 52 923,632
2017-07-25 2017-06-30 13F-HR 54 961,609
2017-05-05 2017-03-31 13F-HR 54 944,279
2017-01-31 2016-12-31 13F-HR 60 900,116
2016-10-26 2016-09-30 13F-HR 53 857,816
2016-08-08 2016-06-30 13F-HR 49 786,330
2016-05-11 2016-03-31 13F-HR 50 823,812
2016-02-11 2015-12-31 13F-HR 51 790,989
2015-11-12 2015-09-30 13F-HR 49 714,077
2015-08-07 2015-06-30 13F-HR 52 822,873
2015-05-11 2015-03-31 13F-HR 50 830,217
2015-02-05 2014-12-31 13F-HR 54 865,640
2014-11-10 2014-09-30 13F-HR 53 786,053
2014-08-11 2014-06-30 13F-HR 55 820,191
2014-05-09 2014-03-31 13F-HR 54 779,734
2014-02-07 2013-12-31 13F-HR 47 754,192
2013-11-08 2013-09-30 13F-HR 47 695,030
2013-08-02 2013-06-30 13F-HR 51 698,797