Stockman Wealth Management, Inc. Reduced Holdings in Q3 2025

Stockman Wealth Management, Inc.

  • $778 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-8.88K
- 6.95%
$23.29 - $23.38 $207K - $208K
119K $2.78M
COST
Costco Wholesale Corp

Consumer Defensive
-45
- 1.91%
$915.95 - $994.57 $41.2K - $44.8K
2.32K $2.14M
IBM
International Business Machines Corp

Technology
-242
- 3.07%
$234.77 - $292.47 $56.8K - $70.8K
7.65K $2.16M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-495
- 8.79%
$459.11 - $506.91 $227K - $251K
5.14K $2.58M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-6.33K
- 28.13%
$23.82 - $25.84 $151K - $164K
16.2K $415K
KO
Coca Cola CO

Consumer Defensive
-663
- 7.04%
$65.67 - $71.67 $43.5K - $47.5K
8.75K $580K
EMR
Emerson Electric CO

Industrials
-480
- 7.1%
$128.6 - $149.63 $61.7K - $71.8K
6.28K $824K
ABT
Abbott Laboratories

Healthcare
-347
- 6.06%
$120.51 - $136.62 $41.8K - $47.4K
5.38K $720K
PAYX
Paychex Inc

Industrials
-38
- 1.69%
$126.69 - $147.99 $4.81K - $5.62K
2.21K $280K
V
Visa Inc.

Financial Services
-2
- 0.07%
$332.09 - $358.86 $664 - $718
3.07K $1.05M
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-420
- 2.19%
$78.96 - $80.04 $33.2K - $33.6K
18.8K $1.5M
GS
Goldman Sachs Group Inc

Financial Services
-58
- 18.18%
$696.56 - $806.32 $40.4K - $46.8K
261 $207K
VIG
Vanguard Dividend Appreciation

ETFs
-96
- 5.89%
N/A
1.53K $279K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-720
- 3.81%
N/A
18.2K $431K
CGEN
Compugen LTD

Healthcare
-6K
- 37.5%
$1.33 - $1.76 $7.98K - $10.6K
10K $14K
UNP
Union Pacific Corp

Industrials
-78
- 5.66%
$214.91 - $237.16 $16.8K - $18.5K
1.3K $307K
MCD
Mcdonalds Corp

Consumer Cyclical
-105
- 5.18%
$291.67 - $316.99 $30.6K - $33.3K
1.92K $584K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-420
- 1.71%
$25.24 - $25.56 $10.6K - $10.7K
24.1K $615K
COP
Conocophillips

Energy
-269
- 6.95%
$91.0 - $98.99 $24.5K - $26.6K
3.6K $340K
RTX
Raytheon Technologies Corp

Industrials
-327
- 14.29%
$144.19 - $167.33 $47.2K - $54.7K
1.96K $328K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-625
- 4.13%
$26.38 - $27.95 $16.5K - $17.5K
14.5K $396K
DHR
Danaher Corp

Healthcare
-25
- 1.29%
$181.46 - $212.2 $4.54K - $5.31K
1.91K $378K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-421
- 7.41%
$49.43 - $54.52 $20.8K - $23K
5.26K $285K
WMB
Williams Companies, Inc.

Energy
-17
- 0.17%
$56.52 - $64.01 $961 - $1.09K
10K $633K
WMT
Walmart Inc.

Consumer Defensive
-56
- 2.21%
$94.4 - $104.27 $5.29K - $5.84K
2.47K $254K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
-150
- 0.43%
$8.55 - $9.1 $1.28K - $1.37K
34.5K $314K
SPY
Spdr S&P 500 ETF Trust

ETFs
-5
- 1.22%
$617.65 - $666.84 $3.09K - $3.33K
404 $269K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.23K
- 5.82%
$25.29 - $28.33 $31K - $34.7K
19.8K $553K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-470
- 1.72%
$21.69 - $23.34 $10.2K - $11K
26.8K $623K
GBCI
Glacier Bancorp, Inc.

Financial Services
-100
- 1.4%
$42.86 - $50.13 $4.29K - $5.01K
7.04K $342K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.18K
- 5.66%
$24.46 - $26.5 $127K - $137K
86.3K $2.27M
LOW
Lowes Companies Inc

Consumer Cyclical
-149
- 5.55%
$215.01 - $273.02 $32K - $40.7K
2.54K $637K
IDCC
Inter Digital, Inc.

Communication Services
-200
- 20.0%
$221.35 - $349.23 $44.3K - $69.8K
800 $276K
AVGO
Broadcom Inc.

Technology
-27
- 1.71%
$264.74 - $369.57 $7.15K - $9.98K
1.55K $510K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-188
- 3.87%
$567.77 - $614.76 $107K - $116K
4.67K $2.86M
JNJ
Johnson & Johnson

Healthcare
-226
- 3.4%
$155.17 - $185.42 $35.1K - $41.9K
6.42K $1.19M
ORCL
Oracle Corp

Technology
-381
- 6.8%
$218.96 - $328.33 $83.4K - $125K
5.22K $1.47M
FIBK
First Interstate Bancsystem Inc

Financial Services
-1.53K
- 1.57%
$28.41 - $33.84 $43.4K - $51.6K
95.9K $3.06M
GOOG
Alphabet Inc.

Communication Services
-725
- 8.65%
$175.16 - $255.24 $127K - $185K
7.66K $1.87M
XLY
Select Sector Spdr Consumer Di

ETFs
-9
- 0.04%
$216.09 - $242.18 $1.94K - $2.18K
20.1K $4.82M
MSFT
Microsoft Corp

Technology
-625
- 1.2%
$491.09 - $535.64 $307K - $335K
51.6K $26.7M
XLK
Technology Sector Spdr

ETFs
-1.01K
- 2.67%
$250.97 - $282.66 $253K - $285K
36.7K $10.4M
JPM
Jpmorgan Chase & CO

Financial Services
-1.03K
- 1.43%
$282.78 - $316.06 $292K - $326K
71.3K $22.5M
NVDA
Nvidia Corp

Technology
-7.76K
- 7.25%
$153.3 - $186.58 $1.19M - $1.45M
99.2K $18.5M
CAT
Caterpillar Inc

Industrials
-1.54K
- 3.78%
$390.92 - $477.15 $600K - $733K
39.1K $18.7M
GOOGL
Alphabet Inc.

Communication Services
-3.19K
- 4.27%
$174.36 - $254.72 $557K - $813K
71.6K $17.4M
Activity Summary
Buys All Purchases 85 New Holdings 10 Increased Positions 75 Sells All Sells 47 Reductions 47 Sold out 0 Options Calls 0 Puts 0
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