Institutions / Cannon Financial Strategists, Inc. / Activity
Activity — Cannon Financial Strategists, Inc.
123 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q2 2026 as of | New | 808524805 Common stock | $265.0K | +10K | 9,567 0.03% of portfolio | low |
| Q2 2026 as of | New | 922042742 Common stock | $264.4K | +2K | 1,685 0.03% of portfolio | low |
| Q2 2026 as of | New | Pfizer Inc Common stock | $262.3K | +11K | 10,892 0.03% of portfolio | low |
| Q2 2026 as of | New | 33739P830 Common stock | $254.0K | +13K | 12,706 0.03% of portfolio | low |
| Q2 2026 as of | Add | 33740F805 Common stock | $253.1K | +6K +8.71% | 72,459 0.36% of portfolio | low |
| Q2 2026 as of | New | 81369Y803 Common stock | $248.5K | +1K | 1,304 0.03% of portfolio | low |
| Q2 2026 as of | Add | Warren E. Buffett Common stock | $245.7K | +491 +11.52% | 4,755 0.27% of portfolio | low |
| Q2 2026 as of | New | Pepsico Inc Common stock | $243.2K | +2K | 1,796 0.03% of portfolio | low |
| Q2 2026 as of | New | Morgan Stanley Common stock | $238.5K | +1K | 1,141 0.03% of portfolio | low |
| Q2 2026 as of | New | Delta Air Lines, Inc. Common stock | $237.2K | +3K | 2,533 0.03% of portfolio | low |
| Q2 2026 as of | New | General Electric Co Common stock | $237.1K | +634 | 634 0.03% of portfolio | low |
| Q2 2026 as of | New | US Bancorp \De Common stock | $232.4K | +4K | 3,848 0.03% of portfolio | low |
| Q2 2026 as of | New | 808524201 Common stock | $227.1K | +8K | 7,717 0.03% of portfolio | low |
| Q2 2026 as of | New | 464287804 Common stock | $225.9K | +2K | 1,523 0.03% of portfolio | low |
| Q2 2026 as of | Exit | BlackRock, Inc. Common stock | $-224.8K | -210 -100.00% | 0 | low |
| Q2 2026 as of | Add | Exxon Mobil Corp Common stock | $221.6K | +2K +32.62% | 6,591 0.10% of portfolio | low |
| Q2 2026 as of | New | 464287507 Common stock | $218.0K | +3K | 2,827 0.02% of portfolio | low |
| Q2 2026 as of | Exit | AT&T Inc. Common stock | $-214.5K | -9K -100.00% | 0 | low |
| Q2 2026 as of | New | 962879102 Common stock | $212.2K | +2K | 1,889 0.02% of portfolio | low |
| Q2 2026 as of | Add | 808524839 Common stock | $210.0K | +9K +89.60% | 19,214 0.05% of portfolio | low |
| Q2 2026 as of | New | 464288877 Common stock | $209.3K | +3K | 2,734 0.02% of portfolio | low |
| Q2 2026 as of | Add | Southern Co Common stock | $208.5K | +2K +14.63% | 17,067 0.19% of portfolio | low |
| Q2 2026 as of | Trim | Coca Cola Co Common stock | $-207.7K | -3K -4.43% | 55,185 0.51% of portfolio | low |
| Q2 2026 as of | Exit | Trustmark Corp Common stock | $-200.2K | -5K -100.00% | 0 | low |
| Q2 2026 as of | Add | 922908611 Common stock | $181.5K | +747 +2.21% | 34,527 0.95% of portfolio | low |
| Q2 2026 as of | Trim | AerCap Holdings N.V. Common stock | $-174.4K | -1K -39.87% | 1,804 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 808524714 Common stock | $-172.1K | -7K -12.80% | 47,552 0.13% of portfolio | low |
| Q2 2026 as of | Add | Chevron Corp Common stock | $162.3K | +979 +74.00% | 2,302 0.04% of portfolio | low |
| Q2 2026 as of | Add | 921943858 Common stock | $159.1K | +2K +11.00% | 22,528 0.18% of portfolio | low |
| Q2 2026 as of | Add | Johnson & Johnson Common stock | $143.7K | +566 +21.07% | 3,252 0.09% of portfolio | low |
| Q2 2026 as of | Add | International Business Machines Corp Common stock | $140.8K | +501 +41.07% | 1,721 0.06% of portfolio | low |
| Q2 2026 as of | Add | 85208R101 Common stock | $132.0K | +3K +29.84% | 14,282 0.07% of portfolio | low |
| Q2 2026 as of | Trim | 78462F103 Common stock | $-123.2K | -165 -5.29% | 2,952 0.25% of portfolio | low |
| Q2 2026 as of | Add | 808524300 Common stock | $119.6K | +4K +38.89% | 12,618 0.05% of portfolio | low |
| Q2 2026 as of | Add | Kinder Morgan, Inc. Common stock | $114.4K | +4K +30.95% | 15,135 0.06% of portfolio | low |
| Q2 2026 as of | Trim | Duke Energy Corp Common stock | $-107.7K | -851 -12.44% | 5,989 0.09% of portfolio | low |
| Q2 2026 as of | Add | NVIDIA Corp Common stock | $107.2K | +536 +34.47% | 2,091 0.05% of portfolio | low |
| Q2 2026 as of | Add | 25434V302 Common stock | $96.5K | +2K +3.62% | 68,644 0.31% of portfolio | low |
| Q2 2026 as of | Trim | Home Depot, Inc. Common stock | $-95.9K | -272 -6.69% | 3,793 0.15% of portfolio | low |
| Q2 2026 as of | Trim | 92206C409 Common stock | $-89.4K | -1K -28.69% | 2,811 0.03% of portfolio | low |
| Q2 2026 as of | Trim | 78464A300 Common stock | $-88.2K | -808 -0.08% | 1,001,138 12.43% of portfolio | low |
| Q2 2026 as of | Trim | 922908553 Common stock | $-82.2K | -852 -12.93% | 5,737 0.06% of portfolio | low |
| Q2 2026 as of | Add | 25434V666 Common stock | $78.3K | +2K +4.43% | 46,722 0.21% of portfolio | low |
| Q2 2026 as of | New | TTRX Turn Therapeutics Inc. Common Stock | $73.0K | +10K | 10,000 <0.01% of portfolio | low |
| Q2 2026 as of | Trim | 922908744 Common stock | $-72.4K | -332 -5.57% | 5,631 0.14% of portfolio | low |
| Q2 2026 as of | Add | 921909768 Common stock | $69.2K | +810 +3.68% | 22,838 0.22% of portfolio | low |
| Q2 2026 as of | Trim | iShares MSCI UAE ETF Common stock | $-68.3K | -641 -17.15% | 3,097 0.04% of portfolio | low |
| Q2 2026 as of | Add | Walmart Inc. Common stock | $67.4K | +595 +8.54% | 7,564 0.10% of portfolio | low |
| Q2 2026 as of | Add | General Mills Inc Common stock | $56.4K | +2K +18.39% | 10,440 0.04% of portfolio | low |
| Q2 2026 as of | Add | iShares MSCI UAE ETF Common stock | $45.6K | +208 +15.27% | 1,570 0.04% of portfolio | low |