• 13F History

Stockman Wealth Management, Inc.

13F Filings History

Latest 13F report
Q1 2025 - Apr 17, 2025
Value $
$675M
Signature - Title
Larry Johns - President & CIO
Location
Billings, MT
Summary
This page shows a list of all the recent 13F filings made by Stockman Wealth Management, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Stockman Wealth Management, Inc. reported 166 stock holdings with total value $675M as of Q1 2025. Top holdings included IJR, IGSB, IDEV, MBB, and AAPL.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2025 166 $675M +$109M -$62.3M +$46.6M IJR, IGSB, IDEV, MBB, AAPL 13F-HR 4/17/2025, 02:47 PM
Q4 2024 165 $639M +$36.5M -$28.9M +$7.56M IJR, IGSB, AAPL, IDEV, MSFT 13F-HR 1/28/2025, 03:06 PM
Q3 2024 182 $643M +$46.5M -$5.98M +$40.6M IJR, IGSB, IDEV, AAPL, MSFT 13F-HR 11/4/2024, 11:12 AM
Q2 2024 176 $571M +$33.4M -$21.2M +$12.2M IJR, IGSB, MSFT, AAPL, IDEV 13F-HR 7/31/2024, 10:33 AM
Q1 2024 177 $566M +$41.5M -$17.8M +$23.7M IJR, IGSB, MSFT, IDEV, AAPL 13F-HR 4/17/2024, 12:34 PM
Q4 2023 176 $501M +$28.8M -$21.7M +$7.07M IJR, IGSB, MSFT, AAPL, IDEV 13F-HR 2/1/2024, 02:09 PM
Q3 2023 202 $454M +$41.3M -$38M +$3.28M IJR, AAPL, MSFT, IDEV, IGSB 13F-HR 10/31/2023, 12:02 PM
Q2 2023 195 $466M +$58M -$42M +$16M IJR, AAPL, MSFT, IDEV, BRKB 13F-HR 8/2/2023, 05:00 PM
Q1 2023 201 $447M +$35M -$22.2M +$12.8M IJR, AAPL, MSFT, AMZN, BRKB 13F-HR 5/4/2023, 02:49 PM
Q4 2022 198 $435M +$61.5M -$32.9M +$28.6M IJR, MSFT, AAPL, MRK, BRKB 13F-HR 2/7/2023, 05:37 PM
Q3 2022 175 $370M +$37.2M -$8.81M +$28.3M AAPL, MSFT, BRKB, MRK, LMBS 13F-HR 11/7/2022, 01:24 PM
Q2 2022 177 $392M +$22M -$59.6M -$37.6M MSFT, AAPL, LMBS, BRKB, USO 13F-HR 7/28/2022, 04:51 PM
Q1 2022 196 $482M +$30.2M -$21.7M +$8.5M LMBS, AAPL, MSFT, BRKB, CVX 13F-HR 5/5/2022, 01:40 PM
Q4 2021 205 $490M +$28.6M -$12.7M +$15.8M LMBS, MSFT, AAPL, BRKB, PFE 13F-HR 2/8/2022, 11:29 AM
Q3 2021 198 $449M +$49.3M -$12M +$37.3M LMBS, MSFT, AAPL, BRKB, JPM 13F-HR 11/2/2021, 12:59 PM
Q2 2021 197 $419M +$60.6M -$18.8M +$41.9M LMBS, MSFT, AAPL, BRKB, JPM 13F-HR 8/12/2021, 12:29 PM
Q1 2021 190 $359M +$39.6M -$31.1M +$8.47M LMBS, MSFT, AAPL, JPM, BRKB 13F-HR 5/5/2021, 05:08 PM
Q4 2020 192 $326M +$38.5M -$8.01M +$30.5M SPSB, MSFT, AAPL, BRKB, JPM 13F-HR 2/8/2021, 02:00 PM
Q3 2020 171 $274M +$27M -$9.26M +$17.7M SPSB, MSFT, AAPL, BRKB, PG 13F-HR 11/6/2020, 02:33 PM
Q2 2020 166 $267M +$17.9M -$6.14M +$11.7M SPSB, MSFT, AAPL, PG, MRK 13F-HR 8/10/2020, 05:33 PM
Q1 2020 158 $225M +$22.6M -$9.09M +$13.5M SPSB, MSFT, AAPL, MRK, PG 13F-HR 5/6/2020, 01:00 PM
Q4 2019 170 $282M +$13M -$8.32M +$4.72M MSFT, SPSB, BRKB, AAPL, MRK 13F-HR 2/6/2020, 04:55 PM
Q3 2019 161 $261M +$20.9M -$2.16M +$18.8M MSFT, SPSB, BRKB, PG, AAPL 13F-HR 11/12/2019, 11:51 AM
Q2 2019 153 $245M +$26.1M -$3.3M +$22.8M MSFT, BRKB, SPSB, MRK, PG 13F-HR 8/7/2019, 07:05 PM
Q1 2019 149 $229M +$17.3M -$11.5M +$5.84M MSFT, MRK, PG, XOM, BRKB 13F-HR 5/7/2019, 04:27 PM
Q4 2018 149 $209M +$11.6M -$5.16M +$6.48M MRK, PG, MSFT, BRKB, FLOT 13F-HR 2/8/2019, 12:11 PM
Q3 2018 152 $232M +$10.3M -$4.36M +$5.9M MSFT, MRK, XOM, AAPL, PFE 13F-HR 11/2/2018, 01:02 PM
Q2 2018 151 $219M +$18.2M -$10.8M +$7.44M MSFT, XOM, MRK, INTC, PG 13F-HR 8/13/2018, 06:31 PM
Q1 2018 151 $219M +$20.7M -$12.2M +$8.56M INTC, VOO, MSFT, MRK, XOM 13F-HR 5/10/2018, 12:18 PM
Q4 2017 146 $221M +$17.5M -$8.23M +$9.23M VOO, JNJ, INTC, XOM, MSFT 13F-HR 2/12/2018, 04:20 PM
Q3 2017 145 $209M +$112M -$2.47M +$110M XOM, JNJ, MSFT, INTC, GEXXXX 13F-HR 11/14/2017, 03:20 PM
Q2 2017 119 $100M +$7.64M -$72.8M -$65.1M NUV, XOM, JNJ, MSFT, GEXXXX 13F-HR 8/9/2017, 12:58 PM
Q1 2017 133 $176M +$17.9M -$5.22M +$12.7M JNJ, XOM, PFE, MSFT, AAPL 13F-HR 5/11/2017, 06:20 PM
Q4 2016 131 $164M +$12.6M -$13.2M -$662K JNJ, GEXXXX, XOM, MSFT, PG 13F-HR 2/9/2017, 03:06 PM
Q3 2016 127 $161M +$36.7M -$1.76M +$35M PG, JNJ, MDU, INTC, MSFT 13F-HR 10/31/2016, 12:55 PM
Q2 2016 67 $128M +$9.62M -$7.88M +$1.74M JNJ, XOM, PG, MDU, GEXXXX 13F-HR 8/12/2016, 11:12 AM
Q1 2016 71 $126M +$6.77M -$4.65M +$2.12M PG, JNJ, XOM, GEXXXX, MMM 13F-HR 5/12/2016, 11:40 AM
Q4 2015 80 $124M +$4.12M -$4.04M +$79.6K PG, JNJ, MSFT, GEXXXX, XOM 13F-HR 2/11/2016, 01:55 PM
Q3 2015 7 $7.72M SCHD, SCHM, SCHA, SCHG, SCHF New Holdings 2/11/2016, 05:07 PM
Q3 2015 79 $116M +$11M -$2.38M +$8.65M PG, JNJ, XOM, NUV, MMM 13F-HR 11/5/2015, 09:36 AM
Q2 2015 7 $7.46M SCHD, SCHM, SCHA, SCHG, SCHF New Holdings 2/11/2016, 05:21 PM
Q2 2015 76 $118M +$5.09M -$2.19M +$2.9M PG, NUV, XOM, JNJ, MMM 13F-HR 7/30/2015, 04:48 PM
Q1 2015 7 $7.02M SCHM, SCHA, SCHD, SCHG, SCHF New Holdings 2/11/2016, 05:27 PM
Q1 2015 79 $117M +$9.88M -$2.02M +$7.86M NUV, MMM, XOM, JNJ, PG 13F-HR 4/22/2015, 06:51 PM
Q4 2014 7 $4.96M SCHM, SCHA, SCHG, SCHF, SCHE New Holdings 2/11/2016, 05:33 PM
Q4 2014 1 $365K ABBV New Holdings 4/22/2015, 07:02 PM
Q4 2014 73 $110M MMM, PG, INTC, JNJ, NUV 13F-HR 2/11/2015, 06:04 PM