13F Insight
DOSSIER · 13F-HR · Q2 2026

Stockman Wealth Management, Inc.

$968M in tracked AUM across 178 positions as of Q2 2026.

SW
CIK 0001389400 · last filed Jun 30, 2026
Total AUM
$968M
as of Q2 2026
Holdings
178
—
positions
Whale Score
57
57
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

Stockman Wealth Management, Inc. filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
IJR
ISHARES TR
$54M367K5.6%02
IGSB
ISHARES TR
$39M750K4.1%03
IDEV
ISHARES TR
$39M439K4.0%04
IJH
ISHARES TR
$39M506K4.0%05
MBB
ISHARES TR
$36M384K3.7%06
N07059210
ASML HLDG NV
$32M16K3.3%07
CAT
CATERPILLAR INC
$32M30K3.3%08
EMXC
ISHARES INC
$31M299K3.2%09
AAPL
APPLE INC
$30M104K3.1%10
CSCO
CISCO SYS INC
$27M228K2.8%

Filing history

2026Q2Jun 30
$968M▲ 6.8%
178 positionsView →2026Q1Mar 31
$906M▲ 5.5%
178 positionsView →2025Q4Dec 31
$859M▲ 6.6%
178 positionsView →2025Q3Sep 30
$806M▲ 9.5%
175 positionsView →2025Q2Jun 30
$736M▲ 9.0%
173 positionsLocked2025Q1Mar 31
$675M▲ 5.7%
166 positionsLocked2024Q4Dec 31
$639M▼ 0.7%
165 positionsLocked2024Q3Sep 30
$643M▲ 12.8%
182 positionsLocked2024Q2Jun 30
$571M▲ 0.7%
176 positionsLocked2024Q1Mar 31
$566M▲ 13.0%
179 positionsLocked2023Q4Dec 31
$501M▲ 10.4%
176 positionsLocked2023Q3Sep 30
$454M▼ 2.4%
186 positionsLocked
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