Stockman Wealth Management, Inc. Incresed Positions in Q4 2025

Stockman Wealth Management, Inc.

  • $834 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
36.9K
+ 100.32%
$278.39 - $304.13 $10.3M - $11.2M
73.6K $21.2M
MBB
Ishares Tr

ETFs
56.2K
+ 11.39%
$94.9 - $96.23 $5.33M - $5.41M
550K $52.3M
XLE
Energy Sector Spdr

ETFs
55.7K
+ 137.48%
$85.22 - $92.02 $4.75M - $5.13M
96.2K $8.85M
XLY
Select Sector Spdr Consumer Di

ETFs
21.6K
+ 107.4%
$228.75 - $242.18 $4.94M - $5.23M
41.7K $9.63M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
33.4K
+ 7.62%
$63.25 - $66.24 $2.11M - $2.21M
472K $30.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
37.2K
+ 5.84%
$52.76 - $53.18 $1.96M - $1.98M
674K $35.6M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
83K
+ 126.96%
$23.06 - $23.38 $1.91M - $1.94M
148K $3.43M
MSFT
Microsoft Corp

Technology
3.48K
+ 6.75%
$496.82 - $542.07 $1.73M - $1.89M
55.1K $27.9M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
13.4K
+ 3.81%
$114.27 - $121.15 $1.53M - $1.62M
364K $42.5M
IDEV
Ishares Core Msci Intl Develop

ETFs
16.6K
+ 4.01%
$79.1 - $82.39 $1.32M - $1.37M
431K $35M
HON
Honeywell International Inc

Industrials
4.57K
+ 8.66%
$194.07 - $220.67 $887K - $1.01M
57.4K $11.2M
XLP
Consumer Staples Sector Spdr

ETFs
11.3K
+ 24.77%
N/A
57.1K $4.34M
SBUX
Starbucks Corp

Consumer Cyclical
8.1K
+ 6.36%
$78.46 - $87.26 $636K - $707K
135K $11.5M
AMZN
Amazon Com Inc

Consumer Cyclical
2.62K
+ 2.84%
$213.04 - $254.0 $559K - $666K
95K $22.3M
PG
Procter & Gamble CO

Consumer Defensive
4.06K
+ 5.23%
$145.5 - $153.18 $590K - $621K
81.6K $11.9M
XLI
Industrial Sector Spdr

ETFs
3.47K
+ 9.84%
$149.9 - $155.79 $519K - $540K
38.7K $5.88M
VTI
Vanguard Total Stock Market Et

ETFs
1.57K
+ 44.61%
$321.8 - $337.95 $507K - $532K
5.1K $1.68M
XLV
Select Sector Spdr Fund Health

ETFs
3.27K
+ 8.81%
$141.95 - $152.82 $464K - $500K
40.4K $6.13M
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
24K
+ 12.41%
$20.5 - $20.75 $493K - $499K
218K $4.47M
LMT
Lockheed Martin Corp

Industrials
1.01K
+ 4.61%
$452.1 - $514.24 $457K - $520K
23K $10.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
6.45K
+ 2.05%
$67.07 - $73.01 $432K - $471K
320K $23M
HD
Home Depot, Inc.

Consumer Cyclical
1.29K
+ 5.8%
$358.03 - $397.02 $461K - $511K
23.5K $8.4M
VZ
Verizon Communications Inc

Communication Services
11.2K
+ 6.21%
$38.4 - $43.83 $431K - $492K
192K $7.88M
CVX
Chevron Corp

Energy
2.82K
+ 3.59%
$148.9 - $157.72 $420K - $445K
81.5K $12.6M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
18.3K
+ 11.7%
$22.88 - $22.95 $419K - $420K
175K $4M
SYY
Sysco Corp

Consumer Defensive
5.56K
+ 4.72%
$72.9 - $83.27 $406K - $463K
123K $9.22M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
19.6K
+ 8.99%
$19.82 - $20.01 $389K - $393K
238K $4.72M
QCOM
Qualcomm Inc

Technology
2.33K
+ 3.08%
$153.59 - $187.68 $358K - $437K
77.9K $13M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
17K
+ 8.8%
$22.43 - $22.55 $381K - $383K
210K $4.72M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
16.9K
+ 9.22%
$22.32 - $22.47 $377K - $380K
200K $4.48M
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
16.7K
+ 8.09%
$21.9 - $22.08 $367K - $370K
224K $4.91M
MDT
Medtronic PLC

Healthcare
3.79K
+ 3.12%
$90.06 - $98.43 $341K - $373K
125K $12.1M
XOM
Exxon Mobil Corp

Energy
2.92K
+ 2.63%
$110.64 - $119.78 $323K - $349K
114K $13.4M
BAC
Bank Of America Corp

Financial Services
6.17K
+ 2.4%
$48.65 - $54.11 $300K - $334K
263K $13.5M
USB
Us Bancorp \De\

Financial Services
6.08K
+ 2.07%
$45.28 - $48.26 $275K - $294K
301K $13.7M
PFE
Pfizer Inc

Healthcare
10.9K
+ 2.7%
$24.23 - $27.37 $265K - $299K
415K $10.4M
LEN
Lennar Corp

Consumer Cyclical
1.74K
+ 2.77%
$117.91 - $130.07 $206K - $227K
64.7K $7.84M
F
Ford Motor CO

Consumer Cyclical
15.8K
+ 62.21%
$11.41 - $13.84 $180K - $218K
41.1K $541K
AXP
American Express CO

Financial Services
584
+ 1.35%
$316.26 - $372.77 $185K - $218K
43.7K $14.9M
XLF
Financial Sector Spdr

ETFs
3.13K
+ 2.74%
$51.76 - $53.77 $162K - $169K
117K $6.16M
XLC
Select Sector Spdr Tr Communic

ETFs
1.19K
+ 5.52%
$111.33 - $117.16 $133K - $140K
22.8K $2.54M
WFC
Wells Fargo & Company

Financial Services
1.57K
+ 30.32%
$77.62 - $87.3 $122K - $137K
6.75K $563K
VO
Vanguard Mid Cap ETF

ETFs
411
+ 26.95%
$286.27 - $296.23 $118K - $122K
1.94K $555K
CSCO
Cisco Systems, Inc.

Technology
1.51K
+ 0.59%
$67.46 - $78.0 $102K - $118K
256K $19.9M
ABBV
Abb Vie Inc.

Healthcare
489
+ 21.01%
$211.96 - $244.38 $104K - $120K
2.82K $659K
EPD
Enterprise Products Partners L.P.

Energy
3.27K
+ 11.06%
$30.19 - $32.26 $98.8K - $106K
32.9K $1.06M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
360
+ 11.38%
$280.66 - $305.09 $101K - $110K
3.52K $993K
WMB
Williams Companies, Inc.

Energy
1.53K
+ 15.25%
$56.51 - $64.48 $86.2K - $98.3K
11.5K $702K
LLY
Eli Lilly & CO

Healthcare
89
+ 5.46%
$799.57 - $1025.28 $71.2K - $91.2K
1.72K $1.76M
Activity Summary
Buys All Purchases 88 New Holdings 12 Increased Positions 76 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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