Institutions / Stockman Wealth Management, Inc.
Stockman Wealth Management, Inc.
CIK 1389400 · Institution · as of Mar 31, 2026
Portfolio value
$906.19M
Positions
178
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$906.19M+5.5%Positions
178+0.0%Top holdings
Mar 31, 2026View all 178 →
| Company | Value | % of portfolio |
|---|---|---|
| iShares Tr | $47.15M | 5.2% |
| iShares Tr | $38.67M | 4.3% |
| iShares Tr | $37.74M | 4.2% |
| iShares MSCI UAE ETF | $37.36M | 4.1% |
| iShares Tr | $34.61M | 3.8% |
| Apple Inc. | $27.63M | 3.0% |
| iShares Inc | $25.60M | 2.8% |
| Caterpillar Inc | $24.01M | 2.6% |
| iShares Tr | $23.95M | 2.6% |
| Asml Hldg NV | $23.55M | 2.6% |
| Microsoft Corp | $22.89M | 2.5% |
| JPMorgan Chase & Co | $21.77M | 2.4% |
| Amazon.com Inc | $21.33M | 2.4% |
| Merck & Co., Inc. | $21.30M | 2.4% |
| Cisco Systems, Inc. | $20.30M | 2.2% |
| Exxon Mobil Corp | $19.14M | 2.1% |
| Alphabet Inc. | $18.06M | 2.0% |
| NVIDIA Corp | $17.46M | 1.9% |
| Chevron Corp | $17.37M | 1.9% |
| US Bancorp \De | $15.94M | 1.8% |
| Pepsico Inc | $15.64M | 1.7% |
| Gsk PLC | $14.91M | 1.6% |
| Slb LIMITED/NV | $14.73M | 1.6% |
| American Express Co | $14.38M | 1.6% |
| Lockheed Martin Corp | $13.91M | 1.5% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | New | 46435U853 Common stock | $23.95M | +650K | 650,112 2.64% of portfolio | medium |
| Q1 2026 as of | Trim | 464288588 Common stock | $-14.45M | -152K -27.69% | 397,518 4.17% of portfolio | medium |
| Q1 2026 as of | Add | 464288646 Common stock | $3.24M | +62K +9.13% | 735,698 4.27% of portfolio | low |
| Q1 2026 as of | Add | 464287507 Common stock | $2.76M | +41K +8.65% | 512,564 3.82% of portfolio | low |
| Q1 2026 as of | Add | Microsoft Corp Common stock | $2.51M | +7K +12.32% | 61,841 2.53% of portfolio | low |
| Q1 2026 as of | Trim | First Interstate Bancsystem Inc Common stock | $-2.48M | -74K -77.16% | 22,019 0.08% of portfolio | low |
| Q1 2026 as of | Trim | N07059210 Common stock | $-2.19M | -2K -8.51% | 17,831 2.60% of portfolio | low |
| Q1 2026 as of | New | Thor Industries Inc Common stock | $1.98M | +25K | 24,827 0.22% of portfolio | low |
| Q1 2026 as of | Trim | Caterpillar Inc Common stock | $-1.92M | -3K -7.42% | 33,891 2.65% of portfolio | low |
| Q1 2026 as of | Add | 464287804 Common stock | $1.90M | +15K +4.20% | 379,279 5.20% of portfolio | low |