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 | Altria Group, Inc. Common stock | $54.6K | +828 +20.38% | 4,891 0.04% 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 | Lockheed Martin Corp Common stock | $36.3K | +60 +0.26% | 23,022 1.54% 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 | Stryker Corp Common stock | $23.7K | +72 +5.32% | 1,425 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 | RTX Corp Common stock | $19.5K | +101 +4.38% | 2,408 0.05% 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 | Meta Platforms Inc Common stock | $18.9K | +33 +9.82% | 369 0.02% 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 | 808524201 Common stock | $16.0K | +625 +0.72% | 87,451 0.25% 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 | Costco Wholesale Corp /New Common stock | $13.0K | +13 +0.63% | 2,083 0.23% 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 | Union Pacific Corp Common stock | $9.2K | +38 +3.14% | 1,250 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 | Walt Disney Co Common stock | $8.7K | +90 +3.24% | 2,866 0.03% 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 | Walmart Inc. Common stock | $7.0K | +56 +2.19% | 2,617 0.04% 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 | Norfolk Southern Corp Common stock | $4.9K | +17 +1.59% | 1,084 0.03% 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 | 37733W204 Common stock | $2.9K | +53 +0.02% | 270,147 1.65% 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 | 81369Y852 Common stock | $2.3K | +21 +0.09% | 22,821 0.28% of portfolio | low |
| Q1 2026 as of | Add | 921909768 Common stock | $771 | +10 +0.15% | 6,511 0.06% of portfolio | low |