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 | 46436E825 Common stock | $528.4K | +24K +10.81% | 247,906 0.60% of portfolio | low |
| Q1 2026 as of | Add | Bank of America Corp /De Common stock | $537.0K | +11K +4.19% | 273,628 1.47% of portfolio | low |
| Q1 2026 as of | Add | 46436E593 Common stock | $556.6K | +28K +11.87% | 265,985 0.58% of portfolio | low |
| Q1 2026 as of | Add | Lennar Corp /New Common stock | $592.5K | +7K +10.54% | 71,542 0.69% of portfolio | low |
| Q1 2026 as of | Add | Crh Public Ltd Co Common stock | $599.4K | +6K +4.52% | 131,834 1.53% of portfolio | low |
| Q1 2026 as of | Add | Verizon Communications Inc Common stock | $638.5K | +13K +6.62% | 204,790 1.13% of portfolio | low |
| Q1 2026 as of | Add | Sysco Corp Common stock | $672.3K | +9K +7.64% | 132,774 1.05% of portfolio | low |
| Q1 2026 as of | Add | 46436E460 Common stock | $702.6K | +34K +15.82% | 252,186 0.57% of portfolio | low |
| Q1 2026 as of | Add | Honeywell International Inc Common stock | $726.7K | +3K +5.61% | 60,571 1.51% of portfolio | low |
| Q1 2026 as of | Add | JPMorgan Chase & Co Common stock | $821.0K | +3K +3.92% | 73,997 2.40% of portfolio | low |
| Q1 2026 as of | Add | Apple Inc. Common stock | $834.0K | +3K +3.11% | 108,889 3.05% of portfolio | low |
| Q1 2026 as of | Add | Medtronic plc Common stock | $840.0K | +10K +7.74% | 134,940 1.29% of portfolio | low |
| Q1 2026 as of | Add | Qualcomm INC/DE Common stock | $868.6K | +7K +8.66% | 84,653 1.20% of portfolio | low |
| Q1 2026 as of | Add | Home Depot, Inc. Common stock | $930.4K | +3K +12.05% | 26,301 0.95% of portfolio | low |
| Q1 2026 as of | Add | American Express Co Common stock | $1.16M | +4K +8.76% | 47,536 1.59% of portfolio | low |
| Q1 2026 as of | Add | United Parcel Service Inc Common stock | $1.17M | +12K +9.49% | 137,223 1.49% of portfolio | low |
| Q1 2026 as of | Add | 46436E296 Common stock | $1.20M | +52K +35.18% | 200,616 0.51% of portfolio | low |
| Q1 2026 as of | Add | PROCTER & GAMBLE Co Common stock | $1.26M | +9K +10.69% | 90,285 1.44% of portfolio | low |
| Q1 2026 as of | Add | Pfizer Inc Common stock | $1.29M | +46K +11.07% | 461,237 1.43% of portfolio | low |
| Q1 2026 as of | Add | iShares MSCI UAE ETF Common stock | $1.37M | +16K +3.80% | 447,091 4.12% of portfolio | low |
| Q1 2026 as of | Add | Amazon.com Inc Common stock | $1.54M | +7K +7.78% | 102,395 2.35% of portfolio | low |
| Q1 2026 as of | Add | Pepsico Inc Common stock | $1.77M | +11K +12.78% | 100,709 1.73% of portfolio | low |
| Q1 2026 as of | Add | 464287804 Common stock | $1.90M | +15K +4.20% | 379,279 5.20% 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 | Add | 464287507 Common stock | $2.76M | +41K +8.65% | 512,564 3.82% of portfolio | low |
| Q1 2026 as of | Add | 464288646 Common stock | $3.24M | +62K +9.13% | 735,698 4.27% of portfolio | low |