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Stack Financial Management, Inc: SYK position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Stack Financial Management, Inc on SYK, newest first. How the timeline and the estimate are built.

Stack Financial Management, Inc held 72,644 SYK shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 72,644 shares
    Change vs previous 13F -678 shares

    1.78% of the 13F portfolio, value $22,871,247.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 73,322 shares
    Change vs previous 13F +455 shares

    1.77% of the 13F portfolio, value $24,093,040.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 72,867 shares
    Change vs previous 13F +135 shares

    1.95% of the 13F portfolio, value $25,610,740.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 72,732 shares
    Change vs previous 13F -615 shares

    2.23% of the 13F portfolio, value $26,887,023.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 73,347 shares
    Change vs previous 13F -955 shares

    2.56% of the 13F portfolio, value $29,018,471.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 74,302 shares
    Change vs previous 13F -495 shares

    2.3% of the 13F portfolio, value $27,659,105.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 74,797 shares
    Change vs previous 13F -507 shares

    2.46% of the 13F portfolio, value $26,930,839.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 75,304 shares
    Change vs previous 13F not available

    2.44% of the 13F portfolio, value $27,204,340.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).