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 | 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 | Add | 464287804 Common stock | $1.90M | +15K +4.20% | 379,279 5.20% 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 | Amazon.com Inc Common stock | $1.54M | +7K +7.78% | 102,395 2.35% 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 | Pfizer Inc Common stock | $1.29M | +46K +11.07% | 461,237 1.43% 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 | 46436E296 Common stock | $1.20M | +52K +35.18% | 200,616 0.51% 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 | American Express Co Common stock | $1.16M | +4K +8.76% | 47,536 1.59% 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 | Qualcomm INC/DE Common stock | $868.6K | +7K +8.66% | 84,653 1.20% 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 | Apple Inc. Common stock | $834.0K | +3K +3.11% | 108,889 3.05% 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 | Honeywell International Inc Common stock | $726.7K | +3K +5.61% | 60,571 1.51% 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 | Sysco Corp Common stock | $672.3K | +9K +7.64% | 132,774 1.05% 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 | Crh Public Ltd Co Common stock | $599.4K | +6K +4.52% | 131,834 1.53% 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 | 46436E593 Common stock | $556.6K | +28K +11.87% | 265,985 0.58% 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 | 46436E825 Common stock | $528.4K | +24K +10.81% | 247,906 0.60% of portfolio | low |
| Q1 2026 as of | Add | Chevron Corp Common stock | $512.1K | +2K +3.04% | 83,967 1.92% 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 | NVIDIA Corp Common stock | $485.4K | +3K +2.86% | 100,108 1.93% 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 | Starbucks Corp Common stock | $459.0K | +5K +3.78% | 140,503 1.39% 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 | Nextera Energy Inc Common stock | $413.3K | +4K +160.94% | 7,215 0.07% 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 | 46434G764 Common stock | $396.3K | +5K +1.57% | 325,408 2.82% 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 | US Bancorp \De Common stock | $309.3K | +6K +1.98% | 306,569 1.76% 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 | Slb LIMITED/NV Common stock | $166.9K | +3K +1.15% | 286,542 1.62% 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 | 81369Y407 Common stock | $164.9K | +2K +3.63% | 43,201 0.52% 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 | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $102.7K | +304 +8.63% | 3,828 0.14% 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 | 464287226 Common stock | $79.6K | +802 +2.95% | 27,989 0.31% 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 | 808524847 Common stock | $70.3K | +3K +3.70% | 91,531 0.22% 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 | Applied Materials Inc /De Common stock | $68.4K | +200 +15.59% | 1,483 0.06% 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 |