Stockman Wealth Management, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationbillings, MT
- CIK0001389400
- Alternate namesStockman Asset Management
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
165 | $638.70M | IJR, IGSB, AAPL, IDEV | 13F-HR | Jan 28, 2025 | 000138940025000001 | ||
182 | $643.45M | IJR, IGSB, IDEV, AAPL | 13F-HR | Nov 4, 2024 | 000138940024000006 | ||
176 | $570.58M | IJR, IGSB, MSFT, AAPL | 13F-HR | Jul 31, 2024 | 000138940024000004 | ||
179 | $566.44M | IJR, IGSB, MSFT, IDEV | 13F-HR | Apr 17, 2024 | 000138940024000002 | ||
176 | $501.27M | IJR, IGSB, MSFT, AAPL | 13F-HR | Feb 1, 2024 | 000138940024000001 | ||
186 | $454.18M | IJR, AAPL, MSFT, IDEV | 13F-HR | Oct 31, 2023 | 000138940023000004 | ||
195 | $465.64M | IJR, AAPL, MSFT, IDEV | 13F-HR | Aug 2, 2023 | 000138940023000003 | ||
201 | $447.44M | IJR, AAPL, MSFT, AMZN | 13F-HR | May 4, 2023 | 000138940023000002 | ||
198 | $435.41M | IJR, MSFT, AAPL, MRK | 13F-HR | Feb 8, 2023 | 000138940023000001 | ||
175 | $369.70M | AAPL, MSFT, BRK.B, MRK | 13F-HR | Nov 7, 2022 | 000138940022000005 | ||
177 | $392.09M | MSFT, AAPL, LMBS, BRK.B | 13F-HR | Jul 28, 2022 | 000138940022000003 | ||
196 | $481.98M | LMBS, AAPL, MSFT, BRK.B | 13F-HR | May 5, 2022 | 000138940022000002 | ||
205 | $489.98M | LMBS, MSFT, AAPL, BRK.B | 13F-HR | Feb 8, 2022 | 000138940022000001 | ||
198 | $449.14M | LMBS, MSFT, AAPL, BRK.B | 13F-HR | Nov 2, 2021 | 000138940021000004 | ||
197 | $418.61M | LMBS, MSFT, AAPL, BRK.B | 13F-HR | Aug 12, 2021 | 000138940021000003 | ||
190 | $359.08M | LMBS, MSFT, AAPL, JPM | 13F-HR | May 5, 2021 | 000138940021000002 | ||
192 | $326.07M | SPSB, MSFT, AAPL, BRK.B | 13F-HR | Feb 8, 2021 | 000138940021000001 | ||
171 | $274.30M | SPSB, MSFT, AAPL, BRK.B | 13F-HR | Nov 6, 2020 | 000138940020000005 | ||
166 | $266.93M | SPSB, MSFT, AAPL, PG | 13F-HR | Aug 11, 2020 | 000138940020000004 | ||
158 | $225.47M | SPSB, MSFT, AAPL, MRK | 13F-HR | May 6, 2020 | 000138940020000002 | ||
170 | $281.63M | MSFT, SPSB, BRK.B, AAPL | 13F-HR | Feb 7, 2020 | 000138940020000001 | ||
161 | $260.89M | MSFT, SPSB, BRK.B, PG | 13F-HR | Nov 12, 2019 | 000138940019000005 | ||
153 | $244.94M | MSFT, BRK.B, SPSB, MRK | 13F-HR | Aug 8, 2019 | 000138940019000003 | ||
149 | $228.84M | MSFT, MRK, PG, XOM | 13F-HR | May 7, 2019 | 000138940019000002 | ||
149 | $209.31M | MRK, PG, MSFT, BRK.B | 13F-HR | Feb 8, 2019 | 000138940019000001 | ||
152 | $231.95M | MSFT, MRK, XOM, AAPL | 13F-HR | Nov 2, 2018 | 000138940018000005 | ||
152 | $218.54M | MSFT, XOM, MRK, 1848782D | 13F-HR | Aug 14, 2018 | 000138940018000003 | ||
151 | $218.52M | 1848782D, VOO, MSFT, MRK | 13F-HR | May 10, 2018 | 000138940018000002 | ||
151 | $222.63M | VOO, JNJ, 1848782D, XOM | 13F-HR | Feb 12, 2018 | 000138940018000001 | ||
145 | $209.06M | XOM, JNJ, MSFT, 1848782D | 13F-HR | Nov 14, 2017 | 000138940017000007 | ||
119 | $100.26M | NUV, XOM, JNJ, MSFT | 13F-HR | Aug 9, 2017 | 000138940017000006 | ||
133 | $175.97M | JNJ, XOM, PFE, MSFT | 13F-HR | May 12, 2017 | 000138940017000005 | ||
131 | $164.41M | JNJ, GE, XOM, MSFT | 13F-HR | Feb 9, 2017 | 000138940017000004 | ||
127 | $161.44M | PG, JNJ, MDU, 1848782D | 13F-HR | Oct 31, 2016 | 000138940016000015 | ||
67 | $127.86M | JNJ, XOM, PG, MDU | 13F-HR | Aug 12, 2016 | 000138940016000013 | ||
71 | $126.02M | PG, JNJ, XOM, GE | 13F-HR | May 12, 2016 | 000138940016000012 | ||
80 | $123.58M | PG, JNJ, MSFT, GE | 13F-HR | Feb 11, 2016 | 000138940016000007 | ||
7 | $7.71M | SCHD, SCHM, SCHA, SCHG | NEW HOLDINGS | Feb 12, 2016 | 000138940016000008 | ||
72 | $108.21M | PG, JNJ, XOM, NUV | 13F-HR | Nov 5, 2015 | 000138940015000006 | ||
7 | $7.46M | SCHD, SCHM, SCHA, SCHG | NEW HOLDINGS | Feb 12, 2016 | 000138940016000009 | ||
69 | $110.10M | PG, NUV, XOM, JNJ | 13F-HR | Jul 30, 2015 | 000138940015000005 | ||
7 | $7.02M | SCHM, SCHA, SCHD, SCHG | NEW HOLDINGS | Feb 12, 2016 | 000138940016000010 | ||
72 | $110.04M | NUV, MMM, XOM, JNJ | 13F-HR | Apr 23, 2015 | 000138940015000003 | ||
7 | $6.20M | SCHM, SCHA, SCHD, SCHG | NEW HOLDINGS | Feb 12, 2016 | 000138940016000011 | ||
1 | $365.00K | ABBV | NEW HOLDINGS | Apr 23, 2015 | 000138940015000004 | ||
73 | $110.42M | MMM, PG, 1848782D, JNJ | 13F-HR | Feb 12, 2015 | 000138940015000002 |