Stockman Wealth Management, Inc. Sells in Q2 2025

Stockman Wealth Management, Inc.

  • $713 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-32.3K
- 85.15%
$483.48 - $539.8 $15.6M - $17.4M
5.63K $2.74M
IBM
International Business Machines Corp

Technology
-53.3K
- 87.1%
$221.03 - $294.78 $11.8M - $15.7M
7.89K $2.33M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-23.5K
- 3.62%
$51.68 - $52.76 $1.21M - $1.24M
625K $33M
VTI
Vanguard Total Stock Market Et

ETFs
-2.72K
- 43.87%
$243.75 - $303.93 $662K - $825K
3.48K $1.06M
MCK
Mckesson Corp

Healthcare
-540
- 42.89%
$652.83 - $732.78 $353K - $396K
719 $526K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
-3.75K
- 16.33%
$77.94 - $79.5 $292K - $298K
19.2K $1.53M
JNJ
Johnson & Johnson

Healthcare
-373
- 5.32%
$146.36 - $159.82 $54.6K - $59.6K
6.64K $1.01M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-300
- 12.79%
$212.1 - $244.27 $63.6K - $73.3K
2.05K $447K
XLU
Utilities Sector Spdr

ETFs
-1.53K
- 38.01%
$73.09 - $82.77 $112K - $126K
2.49K $203K
LLY
Eli Lilly & CO

Healthcare
-34
- 2.04%
$713.71 - $898.95 $24.3K - $30.6K
1.63K $1.27M
GBCI
Glacier Bancorp, Inc.

Financial Services
-1.88K
- 20.83%
$37.85 - $44.51 $71K - $83.5K
7.14K $307K
ABBV
Abb Vie Inc.

Healthcare
-138
- 5.74%
$170.16 - $206.27 $23.5K - $28.5K
2.27K $420K
DUK
Duke Energy Corp

Utilities
-112
- 1.71%
$112.46 - $124.05 $12.6K - $13.9K
6.42K $757K
UNP
Union Pacific Corp

Industrials
-128
- 8.5%
$208.27 - $238.46 $26.7K - $30.5K
1.38K $317K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-1.41K
- 1.09%
$23.29 - $23.38 $32.8K - $32.9K
128K $2.99M
UMH
Umh Properties, Inc.

Real Estate
-750
- 6.98%
$16.36 - $18.82 $12.3K - $14.1K
10K $167K
VIG
Vanguard Dividend Appreciation

ETFs
-167
- 9.29%
N/A
1.63K $296K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-312
- 2.02%
$24.32 - $27.87 $7.59K - $8.7K
15.1K $400K
NEE
Nextera Energy Inc

Utilities
-270
- 7.86%
$64.11 - $75.0 $17.3K - $20.3K
3.17K $219K
ADP
Automatic Data Processing Inc

Industrials
-79
- 8.59%
$276.76 - $326.81 $21.9K - $25.8K
841 $259K
PSX
Phillips 66

Energy
-50
- 1.79%
$92.87 - $125.73 $4.64K - $6.29K
2.74K $326K
KRP
Kimbell Royalty Partners, LP

Energy
-1K
- 3.23%
$11.58 - $14.61 $11.6K - $14.6K
30K $418K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-663
- 3.39%
N/A
18.9K $448K
KO
Coca Cola CO

Consumer Defensive
-90
- 0.95%
$68.37 - $73.9 $6.15K - $6.65K
9.42K $666K
MO
Altria Group, Inc.

Consumer Defensive
-95
- 2.28%
$55.56 - $60.91 $5.28K - $5.79K
4.06K $238K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-126
- 1.74%
$77.74 - $78.78 $9.8K - $9.93K
7.13K $560K
T
At&T Inc.

Communication Services
-400
- 4.97%
$26.33 - $28.94 $10.5K - $11.6K
7.65K $221K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-537
- 2.22%
$16.93 - $17.81 $9.09K - $9.56K
23.7K $421K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-234
- 0.95%
$24.94 - $25.42 $5.84K - $5.95K
24.5K $623K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-492
- 7.97%
$39.89 - $49.46 $19.6K - $24.3K
5.69K $281K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-1.28K
- 8.38%
$72.96 - $90.39 $93.2K - $116K
14K $1.25M
F
Ford Motor CO

Consumer Cyclical
-1.53K
- 5.72%
$8.69 - $10.85 $13.3K - $16.5K
25.1K $272K
VUG
Vanguard Growth ETF

ETFs
-213
- 14.62%
$329.49 - $438.4 $70.2K - $93.4K
1.24K $545K
COST
Costco Wholesale Corp

Consumer Defensive
-104
- 4.22%
$908.13 - $1056.85 $94.4K - $110K
2.36K $2.34M
IWD
Ishares Russell 1000 Val ETF

ETFs
-15
- 1.01%
$166.82 - $194.23 $2.5K - $2.91K
1.48K $286K
VB
Vanguard Small Cap ETF

ETFs
-19
- 1.27%
$193.73 - $237.37 $3.68K - $4.51K
1.48K $350K
VO
Vanguard Mid Cap ETF

ETFs
-41
- 2.76%
$228.54 - $279.83 $9.37K - $11.5K
1.44K $403K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-150
- 0.71%
$20.42 - $25.3 $3.06K - $3.8K
21.1K $532K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-875
- 3.11%
$17.76 - $22.1 $15.5K - $19.3K
27.3K $602K
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-210
- 0.92%
$19.1 - $23.83 $4.01K - $5K
22.5K $536K
DIS
Walt Disney CO

Communication Services
-60
- 1.9%
$81.72 - $124.01 $4.9K - $7.44K
3.1K $384K
EMR
Emerson Electric CO

Industrials
-489
- 6.74%
$94.15 - $133.33 $46K - $65.2K
6.76K $901K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.84K
- 3.01%
$19.6 - $24.44 $55.6K - $69.3K
91.5K $2.24M
GOOG
Alphabet Inc.

Communication Services
-75
- 0.89%
$146.58 - $180.01 $11K - $13.5K
8.39K $1.49M
AVGO
Broadcom Inc.

Technology
-14
- 0.88%
$146.29 - $275.65 $2.05K - $3.86K
1.58K $434K
IVW
Ishares S&P 500 Growth ETF

ETFs
-22
- 0.21%
$82.96 - $110.1 $1.83K - $2.42K
10.6K $1.17M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-7
- 0.14%
$456.74 - $568.03 $3.2K - $3.98K
4.86K $2.76M
XLF
Financial Sector Spdr

ETFs
-323
- 0.28%
$43.92 - $52.37 $14.2K - $16.9K
114K $5.97M
IDEV
Ishares Core Msci Intl Develop

ETFs
-3.01K
- 0.74%
$61.79 - $76.67 $186K - $230K
403K $30.7M
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
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