Institutions / Stack Financial Management, Inc / Activity
Activity — Stack Financial Management, Inc
60 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Newmont Corp Common stock | $-4.99M | -46K -41.52% | 64,910 0.52% of portfolio | low |
| Q1 2026 as of | Add | United Parcel Service Inc Common stock | $7.88M | +80K +57.57% | 219,205 1.58% of portfolio | medium |
| Q1 2026 as of | Exit | American Tower Corp Common stock | $-10.08M | -57K -100.00% | 0 | medium |
| Q1 2026 as of | Exit | Genuine Parts Co Common stock | $-10.11M | -82K -100.00% | 0 | medium |
| Q1 2026 as of | Trim | 962879102 Common stock | $-10.15M | -77K -22.55% | 266,163 2.56% of portfolio | medium |
| Q1 2026 as of | Trim | Microsoft Corp Common stock | $-15.38M | -42K -18.34% | 185,075 5.03% of portfolio | medium |
| Q1 2026 as of | New | Crown Holdings, Inc. Common stock | $16.98M | +169K | 169,414 1.25% of portfolio | medium |
| Q1 2026 as of | Trim | 008474108 Common stock | $-22.98M | -113K -63.05% | 66,349 0.99% of portfolio | medium |
| Q1 2026 as of | Add | 74349Y753 Common stock | $49.96M | +1.3M +52.56% | 3,823,020 10.65% of portfolio | medium |
| Q1 2026 as of | Exit | Salesforce Inc Common stock | $-58.07M | -219K -100.00% | 0 | high |