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Stockman Wealth Management, Inc. Last Quarter Change: USA Stocks, Sold Out

Stockman Wealth Management, Inc. quarter change: USA Stocks, Sold out

In share positions in stocks (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Stockman Wealth Management, Inc. opened 8 positions, added to 29, reduced 57, sold out of 5 and left 20 unchanged. The largest increase in value was MCD (+$12,554,202); the largest decrease was HONZZZZ (-$13,690,876).

  • HONZZZZ: Country of operation —; Class COM; Shares 2026-03-31 60,571; Shares 2026-06-30 0.
  • T: Country of operation United States; Class COM; Shares 2026-03-31 10,817; Shares 2026-06-30 0.
  • IDCC: Country of operation United States; Class COM; Shares 2026-03-31 752; Shares 2026-06-30 0.
  • FDX: Country of operation United States; Class COM; Shares 2026-03-31 575; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1389400): 2026-03-31 (filed 2026-04-13) and 2026-06-30 (filed 2026-08-11). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.

StockCountry of operationClassShares 2026-03-31Shares 2026-06-30Share changeValue 2026-03-31Value 2026-06-30Value change
HONZZZZ
HONEYWELL INTL INC
COM60,5710-60,571$13,690,876$0-$13,690,876
T
AT&T INC
United StatesCOM10,8170-10,817$313,585$0-$313,585
IDCC
INTERDIGITAL INC
United StatesCOM7520-752$227,104$0-$227,104
FDX
FEDEX CORP
United StatesCOM5750-575$204,804$0-$204,804
AWK
AMERICAN WTR WKS CO INC NEW
United StatesCOM1,4800-1,480$201,414$0-$201,414

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