Stockman Wealth Management, Inc.

13F filer · CIK 0001389400

Reported Aug 11, 2026

Net seller this quarter

13F portfolio value$968MU.S. long equity reported on 13F

Positions1318 new · 5 closed

Net flow last quarter-$21.9MBuys minus sells

Top 10 positions weight29.1%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 11, 2026131 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$39.1M	4.04%	Not reported	-1.8%	Q4 2022
ASMLAsml Holding NV	$32M	3.31%	0.00%	-9.7%	Q3 2023
CATCaterpillar Inc	$31.6M	3.27%	0.01%	-12.4%	Q3 2017
EMXCEmax Holdings Corp	$30.6M	3.16%	Not reported	-8.1%	Q1 2025
AAPLApple Inc.	$30.2M	3.12%	0.00%	-4.2%	Q4 2014
CSCOCisco Systems, Inc.	$26.7M	2.76%	0.01%	-13.0%	Q4 2014
JPMJPMorgan Chase & Co	$23.7M	2.45%	0.00%	-2.2%	Q4 2014
AMZNAmazon Com Inc	$23.2M	2.40%	0.00%	-5.0%	Q2 2018
MSFTMicrosoft Corp	$22.5M	2.32%	0.00%	-2.6%	Q4 2014
MRKMerck & Co., Inc.	$21.8M	2.25%	0.01%	-4.2%	Q4 2014
GOOGLAlphabet Inc.	$20.7M	2.14%	0.00%	-7.6%	Q4 2020
NVDANvidia Corp	$19.2M	1.98%	0.00%	-4.4%	Q3 2023
USBUS Bancorp \de\	$18M	1.86%	0.02%	-2.7%	Q4 2014
AXPAmerican Express Co	$16.4M	1.70%	0.01%	+2.2%	Q3 2016
BACBank of America Corp	$15.3M	1.58%	0.00%	-1.8%	Q4 2019
QCOMQualcomm Inc	$14.9M	1.54%	0.01%	-5.0%	Q4 2014
UPSUnited Parcel Service Inc	$14.8M	1.53%	0.02%	+0.1%	Q4 2024
XOMExxonMobil Holdings Corp	$14.7M	1.52%	0.00%	-4.5%	Q4 2014
CRHCRH Public Ltd Co	$14.1M	1.46%	0.02%	-0.1%	Q3 2023
GSKGSK plc	$13.9M	1.43%	0.01%	-2.0%	Q4 2014
PEPPepsico Inc	$13.7M	1.41%	0.01%	+0.4%	Q4 2014
CVXChevron Corp	$13.5M	1.39%	0.00%	-3.1%	Q4 2014
PGPROCTER & GAMBLE Co	$13.4M	1.38%	0.00%	+1.0%	Q4 2014
MCDMcdonalds Corp	$13.2M	1.37%	0.01%	+2214.0%	Q4 2014
SLBSLB Limited	$12.4M	1.29%	0.02%	-6.6%	Q4 2014
LMTLockheed Martin Corp	$11.8M	1.22%	0.01%	+0.8%	Q2 2021
MDTMedtronic plc	$11.6M	1.19%	0.01%	+9.5%	Q4 2014
SYYSysco Corp	$11.4M	1.17%	0.03%	+2.4%	Q4 2014
PFEPfizer Inc	$11.2M	1.16%	0.01%	+1.0%	Q4 2014
HDHome Depot, Inc.	$9.44M	0.98%	0.00%	+1.8%	Q4 2014
VZVerizon Communications Inc	$8.59M	0.89%	0.00%	-1.0%	Q4 2014
LENLennar Corp	$7.36M	0.76%	Not reported	+13.7%	Q1 2025
HONHoneywell International Inc	$6.77M	0.70%	0.01%	-0.2%	Q4 2014
HONAHoneywell Aerospace Inc.	$6.61M	0.68%	Not reported	-1.3%	Q2 2026
IBTGInternational Building Technologies Group, Inc.	$4.28M	0.44%	Not reported	-3.9%	Q3 2023
PWRQuanta Services, Inc.	$4.27M	0.44%	0.00%	New	Q2 2026
GOOGAlphabet Inc.	$2.21M	0.23%	Not reported	-7.7%	Q4 2017
APHAmphenol Corp	$2.13M	0.22%	0.00%	0.0%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.99M	0.21%	0.00%	+8.6%	Q4 2023
THOThor Industries Inc	$1.87M	0.19%	0.05%	Not reported	Q1 2026
LLYELI LILLY & Co	$1.74M	0.18%	0.00%	-12.7%	Q4 2014
COSTCostco Wholesale Corp	$1.59M	0.16%	0.00%	-18.5%	Q3 2016
IBMInternational Business Machines Corp	$1.54M	0.16%	0.00%	-18.4%	Q4 2014
BRK.BBerkshire Hathaway Inc	$1.47M	0.15%	Not reported	-19.9%	Q4 2014
ETEnergy Transfer LP	$1.25M	0.13%	0.00%	+1.8%	Q3 2019
EPDEnterprise Products Partners L.P.	$1.2M	0.12%	0.00%	+2.8%	Q3 2019
USACUSA Compression Partners, LP	$1.19M	0.12%	0.03%	Not reported	Q3 2016
AZNAstrazeneca PLC	$1.11M	0.11%	Not reported	+0.9%	Q4 2014
JNJJohnson & Johnson	$1.08M	0.11%	0.00%	-15.8%	Q4 2014
AMATApplied Materials Inc	$1.05M	0.11%	0.00%	-1.6%	Q1 2024

Q1 2026Reported Apr 13, 2026127 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$37.4M	4.12%	Not reported	+3.8%	Q4 2022
AAPLApple Inc.	$27.6M	3.05%	0.00%	+3.1%	Q4 2014
EMXCEmax Holdings Corp	$25.6M	2.82%	Not reported	+1.6%	Q1 2025
CATCaterpillar Inc	$24M	2.65%	0.01%	-7.4%	Q3 2017
ASMLAsml Holding NV	$23.6M	2.60%	0.00%	-8.5%	Q3 2023
MSFTMicrosoft Corp	$22.9M	2.53%	0.00%	+12.3%	Q4 2014
JPMJPMorgan Chase & Co	$21.8M	2.40%	0.00%	+3.9%	Q4 2014
AMZNAmazon Com Inc	$21.3M	2.35%	0.00%	+7.8%	Q2 2018
MRKMerck & Co., Inc.	$21.3M	2.35%	0.01%	-0.3%	Q4 2014
CSCOCisco Systems, Inc.	$20.3M	2.24%	0.01%	+2.4%	Q4 2014
XOMExxonMobil Holdings Corp	$19.1M	2.11%	0.00%	-0.9%	Q4 2014
GOOGLAlphabet Inc.	$18.1M	1.99%	0.00%	-4.5%	Q4 2020
NVDANvidia Corp	$17.5M	1.93%	0.00%	+2.9%	Q3 2023
CVXChevron Corp	$17.4M	1.92%	0.00%	+3.0%	Q4 2014
USBUS Bancorp \de\	$15.9M	1.76%	0.02%	+2.0%	Q4 2014
PEPPepsico Inc	$15.6M	1.73%	0.01%	+12.8%	Q4 2014
GSKGSK plc	$14.9M	1.65%	0.01%	0.0%	Q4 2014
SLBSLB Limited	$14.7M	1.62%	0.02%	+1.2%	Q4 2014
AXPAmerican Express Co	$14.4M	1.59%	0.01%	+8.8%	Q3 2016
LMTLockheed Martin Corp	$13.9M	1.54%	0.01%	+0.3%	Q2 2021
CRHCRH Public Ltd Co	$13.9M	1.53%	0.02%	+4.5%	Q3 2023
HONHoneywell International Inc	$13.7M	1.51%	0.01%	+5.6%	Q4 2014
UPSUnited Parcel Service Inc	$13.5M	1.49%	0.02%	+9.5%	Q4 2024
BACBank of America Corp	$13.3M	1.47%	0.00%	+4.2%	Q4 2019
PGPROCTER & GAMBLE Co	$13M	1.44%	0.00%	+10.7%	Q4 2014
PFEPfizer Inc	$13M	1.43%	0.01%	+11.1%	Q4 2014
SBUXStarbucks Corp	$12.6M	1.39%	0.01%	+3.8%	Q2 2024
MDTMedtronic plc	$11.7M	1.29%	0.01%	+7.7%	Q4 2014
QCOMQualcomm Inc	$10.9M	1.20%	0.01%	+8.7%	Q4 2014
VZVerizon Communications Inc	$10.3M	1.13%	0.00%	+6.6%	Q4 2014
SYYSysco Corp	$9.47M	1.05%	0.03%	+7.6%	Q4 2014
HDHome Depot, Inc.	$8.65M	0.95%	0.00%	+12.1%	Q4 2014
LENLennar Corp	$6.21M	0.69%	Not reported	+10.5%	Q1 2025
IBTGInternational Building Technologies Group, Inc.	$4.46M	0.49%	Not reported	+11.2%	Q3 2023
COSTCostco Wholesale Corp	$2.08M	0.23%	0.00%	+0.6%	Q3 2016
THOThor Industries Inc	$1.98M	0.22%	0.05%	New	Q1 2026
GOOGAlphabet Inc.	$1.94M	0.21%	Not reported	-2.8%	Q4 2017
BRK.BBerkshire Hathaway Inc	$1.76M	0.19%	Not reported	-27.4%	Q4 2014
IBMInternational Business Machines Corp	$1.62M	0.18%	0.00%	-9.5%	Q4 2014
LLYELI LILLY & Co	$1.53M	0.17%	0.00%	-3.2%	Q4 2014
APHAmphenol Corp	$1.53M	0.17%	0.00%	+2.5%	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.29M	0.14%	0.00%	+8.6%	Q4 2023
ETEnergy Transfer LP	$1.24M	0.14%	0.00%	-7.4%	Q3 2019
JNJJohnson & Johnson	$1.24M	0.14%	0.00%	-18.8%	Q4 2014
USACUSA Compression Partners, LP	$1.22M	0.13%	0.03%	Not reported	Q3 2016
EPDEnterprise Products Partners L.P.	$1.2M	0.13%	0.00%	-3.5%	Q3 2019
AZNAstrazeneca PLC	$1.14M	0.13%	Not reported	+2.7%	Q4 2014
AMAntero Midstream Corp	$1.03M	0.11%	0.01%	Not reported	Q1 2019
DUKDuke Energy CORP	$960K	0.11%	0.00%	+14.0%	Q3 2016
OKEOneok Inc	$925K	0.10%	0.00%	-4.4%	Q3 2016

Q4 2025Reported Jan 29, 2026126 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$35.5M	4.14%	Not reported	+4.0%	Q4 2022
AAPLApple Inc.	$28.7M	3.34%	0.00%	-1.5%	Q4 2014
MSFTMicrosoft Corp	$26.6M	3.10%	0.00%	+6.8%	Q4 2014
EMXCEmax Holdings Corp	$23.3M	2.71%	Not reported	+2.1%	Q1 2025
JPMJPMorgan Chase & Co	$22.9M	2.67%	0.00%	-0.1%	Q4 2014
AMZNAmazon Com Inc	$21.9M	2.55%	0.00%	+2.8%	Q2 2018
CATCaterpillar Inc	$21M	2.44%	0.01%	-6.4%	Q3 2017
ASMLAsml Holding NV	$20.9M	2.43%	0.01%	-4.9%	Q3 2023
GOOGLAlphabet Inc.	$20.6M	2.40%	0.00%	-8.3%	Q4 2020
CSCOCisco Systems, Inc.	$19.7M	2.29%	0.01%	+0.6%	Q4 2014
MRKMerck & Co., Inc.	$18.7M	2.18%	0.01%	-0.2%	Q4 2014
NVDANvidia Corp	$18.2M	2.11%	0.00%	-1.9%	Q3 2023
AXPAmerican Express Co	$16.2M	1.88%	0.01%	+1.4%	Q3 2016
USBUS Bancorp \de\	$16M	1.87%	0.02%	+2.1%	Q4 2014
CRHCRH Public Ltd Co	$15.7M	1.83%	0.02%	-0.5%	Q3 2023
BACBank of America Corp	$14.4M	1.68%	0.00%	+2.4%	Q4 2019
XOMExxonMobil Holdings Corp	$13.7M	1.59%	0.00%	+2.6%	Q4 2014
QCOMQualcomm Inc	$13.3M	1.55%	0.01%	+3.1%	Q4 2014
GSKGSK plc	$13.2M	1.54%	0.01%	+0.2%	Q4 2014
PEPPepsico Inc	$12.8M	1.49%	0.01%	-1.2%	Q4 2014
UPSUnited Parcel Service Inc	$12.4M	1.45%	0.02%	+0.2%	Q4 2024
CVXChevron Corp	$12.4M	1.45%	0.00%	+3.6%	Q4 2014
MDTMedtronic plc	$12M	1.40%	0.01%	+3.1%	Q4 2014
PGPROCTER & GAMBLE Co	$11.7M	1.36%	0.00%	+5.2%	Q4 2014
SBUXStarbucks Corp	$11.4M	1.33%	0.01%	+6.4%	Q2 2024
HONHoneywell International Inc	$11.2M	1.30%	0.01%	+8.7%	Q4 2014
LMTLockheed Martin Corp	$11.1M	1.29%	0.01%	+4.6%	Q2 2021
SLBSLB Limited	$10.9M	1.27%	0.02%	+0.8%	Q4 2014
PFEPfizer Inc	$10.3M	1.20%	0.01%	+2.7%	Q4 2014
SYYSysco Corp	$9.09M	1.06%	0.03%	+4.7%	Q4 2014
HDHome Depot, Inc.	$8.08M	0.94%	0.00%	+5.8%	Q4 2014
VZVerizon Communications Inc	$7.82M	0.91%	0.00%	+6.2%	Q4 2014
LENLennar Corp	$6.65M	0.77%	Not reported	+2.8%	Q1 2025
IBTGInternational Building Technologies Group, Inc.	$4M	0.47%	Not reported	+11.7%	Q3 2023
FIBKFirst Interstate Bancsystem Inc	$3.34M	0.39%	0.10%	+0.5%	Q4 2014
BRK.BBerkshire Hathaway Inc	$2.55M	0.30%	Not reported	-1.4%	Q4 2014
IBMInternational Business Machines Corp	$2.19M	0.26%	0.00%	-3.3%	Q4 2014
GOOGAlphabet Inc.	$2.18M	0.25%	Not reported	-9.1%	Q4 2017
LLYELI LILLY & Co	$1.85M	0.22%	0.00%	+5.5%	Q4 2014
COSTCostco Wholesale Corp	$1.79M	0.21%	0.00%	-10.6%	Q3 2016
APHAmphenol Corp	$1.59M	0.19%	0.00%	-0.1%	Q1 2018
JNJJohnson & Johnson	$1.29M	0.15%	0.00%	-3.0%	Q4 2014
ETEnergy Transfer LP	$1.14M	0.13%	0.00%	+7.6%	Q3 2019
TSMTaiwan Semiconductor Manufacturing Co Ltd	$1.07M	0.12%	0.00%	+11.4%	Q4 2023
ORCLOracle Corp	$1.07M	0.12%	0.00%	+5.0%	Q4 2016
EPDEnterprise Products Partners L.P.	$1.05M	0.12%	0.00%	+11.1%	Q3 2019
AZNAstrazeneca PLC	$1.04M	0.12%	Not reported	Not reported	Q4 2014
USACUSA Compression Partners, LP	$1.04M	0.12%	0.04%	Not reported	Q3 2016
BKNGBooking Holdings Inc.	$905K	0.11%	0.00%	Not reported	Q1 2018
EMREmerson Electric Co	$860K	0.10%	0.00%	+3.2%	Q4 2014

Q3 2025Reported Oct 16, 2025123 positions
IDEVEndo Pharmaceuticals Solutions Inc.	$33.2M	4.12%	Not reported	+2.7%	Q4 2022
AAPLApple Inc.	$27.3M	3.39%	0.00%	+1.6%	Q4 2014
MSFTMicrosoft Corp	$26.7M	3.32%	0.00%	-1.2%	Q4 2014
JPMJPMorgan Chase & Co	$22.5M	2.79%	0.00%	-1.4%	Q4 2014
EMXCEmax Holdings Corp	$21.2M	2.63%	Not reported	+1.1%	Q1 2025
AMZNAmazon Com Inc	$20.3M	2.52%	0.00%	+0.8%	Q2 2018
ASMLAsml Holding NV	$19.8M	2.46%	0.01%	+1.5%	Q3 2023
CATCaterpillar Inc	$18.7M	2.32%	0.01%	-3.8%	Q3 2017
NVDANvidia Corp	$18.5M	2.30%	0.00%	-7.3%	Q3 2023
GOOGLAlphabet Inc.	$17.4M	2.16%	0.00%	-4.3%	Q4 2020
CSCOCisco Systems, Inc.	$17.4M	2.16%	0.01%	+1.0%	Q4 2014
CRHCRH Public Ltd Co	$15.2M	1.89%	0.02%	0.0%	Q3 2023
MRKMerck & Co., Inc.	$14.9M	1.85%	0.01%	+5.4%	Q4 2014
AXPAmerican Express Co	$14.3M	1.78%	0.01%	+4.5%	Q3 2016
USBUS Bancorp \de\	$14.2M	1.77%	0.02%	+1.9%	Q4 2014
BACBank of America Corp	$13.2M	1.64%	0.00%	0.0%	Q4 2019
PEPPepsico Inc	$12.7M	1.57%	0.01%	+3.5%	Q4 2014
QCOMQualcomm Inc	$12.6M	1.56%	0.01%	+2.9%	Q4 2014
XOMExxonMobil Holdings Corp	$12.5M	1.55%	0.00%	+3.7%	Q4 2014
CVXChevron Corp	$12.2M	1.52%	0.00%	+2.8%	Q4 2014
PGPROCTER & GAMBLE Co	$11.9M	1.48%	0.00%	+5.1%	Q4 2014
GSKGSK plc	$11.6M	1.44%	0.01%	+3.1%	Q4 2014
MDTMedtronic plc	$11.6M	1.44%	0.01%	+2.5%	Q4 2014
HONHoneywell International Inc	$11.1M	1.38%	0.01%	+3.4%	Q4 2014
LMTLockheed Martin Corp	$11M	1.36%	0.01%	+3.6%	Q2 2021
SBUXStarbucks Corp	$10.8M	1.34%	0.01%	+5.2%	Q2 2024
UPSUnited Parcel Service Inc	$10.4M	1.30%	0.02%	+10.8%	Q4 2024
PFEPfizer Inc	$10.3M	1.28%	0.01%	+4.6%	Q4 2014
SYYSysco Corp	$9.7M	1.20%	0.02%	+1.7%	Q4 2014
SLBSLB Limited	$9.66M	1.20%	0.02%	+6.8%	Q4 2014
HDHome Depot, Inc.	$8.99M	1.12%	0.00%	+1.5%	Q4 2014
VZVerizon Communications Inc	$7.95M	0.99%	0.00%	+3.1%	Q4 2014
LENLennar Corp	$7.94M	0.99%	Not reported	+4.1%	Q1 2025
IBTGInternational Building Technologies Group, Inc.	$3.59M	0.45%	Not reported	+5.0%	Q3 2023
FIBKFirst Interstate Bancsystem Inc	$3.06M	0.38%	0.09%	-1.6%	Q4 2014
BRK.BBerkshire Hathaway Inc	$2.58M	0.32%	Not reported	-8.8%	Q4 2014
IBMInternational Business Machines Corp	$2.16M	0.27%	0.00%	-3.1%	Q4 2014
COSTCostco Wholesale Corp	$2.14M	0.27%	0.00%	-1.9%	Q3 2016
GOOGAlphabet Inc.	$1.87M	0.23%	Not reported	-8.7%	Q4 2017
ORCLOracle Corp	$1.47M	0.18%	0.00%	-6.8%	Q4 2016
APHAmphenol Corp	$1.46M	0.18%	0.00%	Not reported	Q1 2018
LLYELI LILLY & Co	$1.24M	0.15%	0.00%	Not reported	Q4 2014
JNJJohnson & Johnson	$1.19M	0.15%	0.00%	-3.4%	Q4 2014
ETEnergy Transfer LP	$1.1M	0.14%	0.00%	+1.4%	Q3 2019
USACUSA Compression Partners, LP	$1.08M	0.13%	0.04%	Not reported	Q3 2016
VVisa Inc.	$1.05M	0.13%	0.00%	-0.1%	Q2 2019
EPDEnterprise Products Partners L.P.	$926K	0.11%	0.00%	+5.7%	Q3 2019
BKNGBooking Holdings Inc.	$912K	0.11%	0.00%	Not reported	Q1 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$884K	0.11%	0.00%	+10.5%	Q4 2023
AMAntero Midstream Corp	$875K	0.11%	0.01%	Not reported	Q1 2019

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