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Stack Financial Management, Inc: WM position timeline

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

Stack Financial Management, Inc held 145,573 WM 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 145,573 shares
    Change vs previous 13F -593 shares

    2.53% of the 13F portfolio, value $32,445,258.

    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 146,166 shares
    Change vs previous 13F +364 shares

    2.47% of the 13F portfolio, value $33,587,495.

    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 145,802 shares
    Change vs previous 13F +161 shares

    2.44% of the 13F portfolio, value $32,034,167.

    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 145,641 shares
    Change vs previous 13F -876 shares

    2.67% of the 13F portfolio, value $32,161,912.

    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 146,517 shares
    Change vs previous 13F -1,632 shares

    2.96% of the 13F portfolio, value $33,526,030.

    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 148,149 shares
    Change vs previous 13F -327 shares

    2.86% of the 13F portfolio, value $34,297,985.

    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 148,476 shares
    Change vs previous 13F -706 shares

    2.74% of the 13F portfolio, value $29,961,001.

    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 149,182 shares
    Change vs previous 13F not available

    2.78% of the 13F portfolio, value $30,970,213.

    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).