Stockman Wealth Management, Inc. Purchases in Q2 2025

Stockman Wealth Management, Inc.

  • $713 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
103K
+ 2503.21%
$94.31 - $157.99 $9.7M - $16.2M
107K $16.9M
AXP
American Express CO

Financial Services
40K
+ 3148.74%
$231.39 - $318.98 $9.25M - $12.8M
41.3K $13.2M
MBB
Ishares Tr

ETFs
126K
+ 42.21%
$91.41 - $94.22 $11.5M - $11.9M
424K $39.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
59.9K
+ 17.24%
$51.16 - $62.02 $3.07M - $3.72M
407K $25.3M
QCOM
Qualcomm Inc

Technology
24.6K
+ 50.24%
$124.66 - $159.48 $3.06M - $3.92M
73.5K $11.7M
ASML
Asml Holding Nv

Technology
700
+ 3.59%
$595.37 - $815.24 $417K - $571K
20.2K $16.2M
JPM
Jpmorgan Chase & CO

Financial Services
132
+ 0.18%
$210.28 - $289.91 $27.8K - $38.3K
72.3K $21M
AMZN
Amazon Com Inc

Consumer Cyclical
2.46K
+ 2.76%
$167.32 - $223.3 $412K - $549K
91.6K $20.1M
CAT
Caterpillar Inc

Industrials
1.24K
+ 3.15%
$273.94 - $388.21 $340K - $482K
40.6K $15.8M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.97K
+ 1.62%
$50.08 - $63.14 $249K - $314K
311K $19.6M
GOOGL
Alphabet Inc.

Communication Services
2.97K
+ 4.13%
$144.7 - $178.6 $430K - $530K
74.8K $13.2M
XLK
Technology Sector Spdr

ETFs
1.18K
+ 3.23%
$179.73 - $253.23 $212K - $299K
37.8K $9.56M
CSCO
Cisco Systems, Inc.

Technology
1.14K
+ 0.46%
$53.19 - $69.38 $60.7K - $79.2K
252K $17.5M
BAC
Bank Of America Corp

Financial Services
6.86K
+ 2.75%
$34.39 - $47.46 $236K - $326K
256K $12.1M
USB
Us Bancorp \De\

Financial Services
13.6K
+ 4.96%
$36.4 - $45.76 $497K - $624K
289K $13.1M
HON
Honeywell International Inc

Industrials
1.01K
+ 2.01%
$182.86 - $232.88 $184K - $234K
51K $11.9M
XLI
Industrial Sector Spdr

ETFs
975
+ 2.89%
$116.42 - $147.52 $114K - $144K
34.7K $5.12M
IVV
Ishares Core S&P 500 ETF

ETFs
238
+ 2.98%
$498.8 - $620.9 $119K - $148K
8.23K $5.11M
LMT
Lockheed Martin Corp

Industrials
589
+ 2.86%
$430.82 - $486.45 $254K - $287K
21.2K $9.82M
UPS
United Parcel Service Inc

Industrials
14K
+ 14.09%
$91.92 - $110.2 $1.28M - $1.54M
113K $11.4M
XLY
Select Sector Spdr Consumer Di

ETFs
271
+ 1.37%
$176.34 - $218.59 $47.8K - $59.2K
20.1K $4.37M
SYY
Sysco Corp

Consumer Defensive
4.69K
+ 4.22%
$68.0 - $75.91 $319K - $356K
116K $8.78M
IBTM
Ishares Tr Ibonds Dec 2032 Ter
18.7K
New
$22.46 - $23.12 $420K - $433K
18.7K $429K
IBTL
Ishares Tr Ibonds Dec 2031 Ter

ETFs
19.4K
+ 12.16%
$20.04 - $20.55 $388K - $398K
179K $3.65M
PFE
Pfizer Inc

Healthcare
30.8K
+ 8.67%
$21.59 - $24.84 $666K - $766K
387K $9.37M
XLC
Select Sector Spdr Tr Communic

ETFs
317
+ 1.5%
$86.13 - $108.53 $27.3K - $34.4K
21.5K $2.33M
IBTK
Ishares Tr Ibonds Dec 2030 Ter

Technology
13.4K
+ 6.86%
$19.44 - $19.88 $260K - $266K
209K $4.14M
NRK
Nuveen New York Amt Free Quality Municipal Income Fund

Financial Services
30K
New
$9.72 - $10.39 $292K - $312K
30K $297K
IBTJ
Ishares Tr Ibonds Dec 2029 Tre

ETFs
11.3K
+ 5.99%
$21.57 - $21.99 $243K - $248K
199K $4.37M
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
10.5K
+ 6.38%
$22.09 - $22.44 $231K - $235K
175K $3.91M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
10.5K
+ 5.99%
$22.3 - $22.57 $234K - $237K
186K $4.18M
META
Meta Platforms, Inc.

Communication Services
336
New
$484.66 - $738.09 $163K - $248K
336 $247K
ECL
Ecolab Inc.

Basic Materials
873
New
$225.65 - $270.95 $197K - $237K
873 $235K
BA
Boeing CO

Industrials
1.12K
New
$136.59 - $217.51 $153K - $243K
1.12K $234K
AMAT
Applied Materials Inc

Technology
1.28K
New
$126.95 - $183.52 $163K - $235K
1.28K $234K
MMM
3 M CO

Industrials
1.49K
New
$126.09 - $154.15 $188K - $230K
1.49K $226K
GS
Goldman Sachs Group Inc

Financial Services
319
New
$462.22 - $707.75 $147K - $226K
319 $225K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
295
+ 11.48%
$141.37 - $228.57 $41.7K - $67.4K
2.86K $648K
DE
Deere & CO

Industrials
433
New
$412.99 - $531.48 $179K - $230K
433 $220K
AIO
Virtus Allianz Gi Artificial Intelligence & Technology Opportunities Fund

N/A
8.13K
New
$17.61 - $24.82 $143K - $202K
8.13K $201K
HD
Home Depot, Inc.

Consumer Cyclical
537
+ 2.52%
$335.24 - $380.78 $180K - $204K
21.9K $8.01M
SBUX
Starbucks Corp

Consumer Cyclical
9.89K
+ 8.9%
$79.69 - $99.41 $788K - $983K
121K $11.1M
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
7.84K
+ 5.55%
$22.81 - $22.97 $179K - $180K
149K $3.42M
WFC
Wells Fargo & Company

Financial Services
1.79K
+ 43.15%
$60.98 - $80.12 $109K - $143K
5.93K $475K
FIBK
First Interstate Bancsystem Inc

Financial Services
4.21K
+ 4.52%
$23.86 - $29.01 $100K - $122K
97.4K $2.81M
TSLA
Tesla, Inc.

Consumer Cyclical
106
+ 10.05%
$221.86 - $362.89 $23.5K - $38.5K
1.16K $368K
IWM
Ishares Russell 2000 ETF

ETFs
197
+ 7.0%
$174.82 - $215.79 $34.4K - $42.5K
3.01K $649K
MDT
Medtronic PLC

Healthcare
4.52K
+ 3.96%
$80.68 - $88.86 $364K - $401K
118K $10.3M
RTX
Raytheon Technologies Corp

Industrials
272
+ 13.49%
$113.75 - $148.48 $30.9K - $40.4K
2.29K $334K
Activity Summary
Buys All Purchases 78 New Holdings 12 Increased Positions 66 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Stockman Wealth Management, Inc. Portfolio

Follow Stockman Wealth Management, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stockman Wealth Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Stockman Wealth Management, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email