Institutions / Stockman Wealth Management, Inc. / Activity
Activity — Stockman Wealth Management, Inc.
76 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Add | 921909768 Common stock | $771 | +10 +0.15% | 6,511 0.06% of portfolio | low |
| Q1 2026 as of | Add | 81369Y852 Common stock | $2.3K | +21 +0.09% | 22,821 0.28% of portfolio | low |
| Q1 2026 as of | Add | 808524102 Common stock | $2.4K | +95 +0.59% | 16,273 0.05% of portfolio | low |
| Q1 2026 as of | Add | 37733W204 Common stock | $2.9K | +53 +0.02% | 270,147 1.65% of portfolio | low |
| Q1 2026 as of | Add | Oracle Corp Common stock | $3.7K | +25 +0.46% | 5,504 0.09% of portfolio | low |
| Q1 2026 as of | Add | Norfolk Southern Corp Common stock | $4.9K | +17 +1.59% | 1,084 0.03% of portfolio | low |
| Q1 2026 as of | Add | BSTZ BlackRock Science & Technology Term Trust Closed-End Fund | $5.8K | +263 +2.18% | 12,303 0.03% of portfolio | low |
| Q1 2026 as of | Add | Walmart Inc. Common stock | $7.0K | +56 +2.19% | 2,617 0.04% of portfolio | low |
| Q1 2026 as of | Add | 92203J407 Common stock | $7.3K | +151 +3.52% | 4,440 0.02% of portfolio | low |
| Q1 2026 as of | Add | Walt Disney Co Common stock | $8.7K | +90 +3.24% | 2,866 0.03% of portfolio | low |
| Q1 2026 as of | Add | Texas Instruments Inc Common stock | $8.7K | +45 +2.96% | 1,566 0.03% of portfolio | low |
| Q1 2026 as of | Add | Union Pacific Corp Common stock | $9.2K | +38 +3.14% | 1,250 0.03% of portfolio | low |
| Q1 2026 as of | Add | 808524839 Common stock | $11.6K | +500 +0.79% | 63,525 0.16% of portfolio | low |
| Q1 2026 as of | Add | Costco Wholesale Corp /New Common stock | $13.0K | +13 +0.63% | 2,083 0.23% of portfolio | low |
| Q1 2026 as of | Add | Visa Inc Common stock | $15.1K | +50 +2.10% | 2,426 0.08% of portfolio | low |
| Q1 2026 as of | Add | 808524201 Common stock | $16.0K | +625 +0.72% | 87,451 0.25% of portfolio | low |
| Q1 2026 as of | Add | AbbVie Inc. Common stock | $18.7K | +86 +3.05% | 2,903 0.07% of portfolio | low |
| Q1 2026 as of | Add | Meta Platforms Inc Common stock | $18.9K | +33 +9.82% | 369 0.02% of portfolio | low |
| Q1 2026 as of | Add | 808524797 Common stock | $19.1K | +623 +4.50% | 14,473 0.05% of portfolio | low |
| Q1 2026 as of | Add | RTX Corp Common stock | $19.5K | +101 +4.38% | 2,408 0.05% of portfolio | low |
| Q1 2026 as of | Add | Phillips 66 Common stock | $19.5K | +107 +3.91% | 2,845 0.06% of portfolio | low |
| Q1 2026 as of | Add | Stryker Corp Common stock | $23.7K | +72 +5.32% | 1,425 0.05% of portfolio | low |
| Q1 2026 as of | Add | Illinois Tool Works Inc Common stock | $26.0K | +100 +10.20% | 1,080 0.03% of portfolio | low |
| Q1 2026 as of | Add | Lockheed Martin Corp Common stock | $36.3K | +60 +0.26% | 23,022 1.54% of portfolio | low |
| Q1 2026 as of | Add | Amphenol Corp /De Common stock | $37.9K | +300 +2.54% | 12,100 0.17% of portfolio | low |
| Q1 2026 as of | Add | Altria Group, Inc. Common stock | $54.6K | +828 +20.38% | 4,891 0.04% of portfolio | low |
| Q1 2026 as of | Add | Mcdonald'S Corp Common stock | $58.1K | +187 +9.71% | 2,112 0.07% of portfolio | low |
| Q1 2026 as of | Add | Applied Materials Inc /De Common stock | $68.4K | +200 +15.59% | 1,483 0.06% of portfolio | low |
| Q1 2026 as of | Add | 81369Y100 Common stock | $69.1K | +1K +5.15% | 28,198 0.16% of portfolio | low |
| Q1 2026 as of | Add | 808524847 Common stock | $70.3K | +3K +3.70% | 91,531 0.22% of portfolio | low |
| Q1 2026 as of | Add | The Boeing Company Common stock | $74.0K | +372 +34.96% | 1,436 0.03% of portfolio | low |
| Q1 2026 as of | Add | 464287226 Common stock | $79.6K | +802 +2.95% | 27,989 0.31% of portfolio | low |
| Q1 2026 as of | Add | 46436E122 Common stock | $82.3K | +3K +39.65% | 11,060 0.03% of portfolio | low |
| Q1 2026 as of | Add | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $102.7K | +304 +8.63% | 3,828 0.14% of portfolio | low |
| Q1 2026 as of | Add | Duke Energy Corp Common stock | $118.1K | +902 +14.03% | 7,331 0.11% of portfolio | low |
| Q1 2026 as of | Add | 81369Y407 Common stock | $164.9K | +2K +3.63% | 43,201 0.52% of portfolio | low |
| Q1 2026 as of | Add | Wells Fargo & COMPANY/MN Common stock | $165.8K | +2K +30.85% | 8,836 0.08% of portfolio | low |
| Q1 2026 as of | Add | Slb LIMITED/NV Common stock | $166.9K | +3K +1.15% | 286,542 1.62% of portfolio | low |
| Q1 2026 as of | Add | 81369Y605 Common stock | $289.2K | +6K +4.99% | 123,342 0.67% of portfolio | low |
| Q1 2026 as of | Add | US Bancorp \De Common stock | $309.3K | +6K +1.98% | 306,569 1.76% of portfolio | low |
| Q1 2026 as of | Add | 81369Y803 Common stock | $361.2K | +3K +3.69% | 76,316 1.12% of portfolio | low |
| Q1 2026 as of | Add | 46434G764 Common stock | $396.3K | +5K +1.57% | 325,408 2.82% of portfolio | low |
| Q1 2026 as of | Add | 46436E841 Common stock | $405.8K | +18K +8.61% | 228,160 0.56% of portfolio | low |
| Q1 2026 as of | Add | Nextera Energy Inc Common stock | $413.3K | +4K +160.94% | 7,215 0.07% of portfolio | low |
| Q1 2026 as of | Add | 46436E858 Common stock | $449.3K | +20K +11.22% | 194,445 0.49% of portfolio | low |
| Q1 2026 as of | Add | Starbucks Corp Common stock | $459.0K | +5K +3.78% | 140,503 1.39% of portfolio | low |
| Q1 2026 as of | Add | Cisco Systems, Inc. Common stock | $470.9K | +6K +2.38% | 261,593 2.24% of portfolio | low |
| Q1 2026 as of | Add | NVIDIA Corp Common stock | $485.4K | +3K +2.86% | 100,108 1.93% of portfolio | low |
| Q1 2026 as of | Add | 46436E833 Common stock | $510.0K | +23K +11.43% | 223,130 0.55% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $512.1K | +2K +3.04% | 83,967 1.92% of portfolio | low |