Stockman Wealth Management, Inc.
Top Portfolio Positions
123 positions ·
$544,151,681 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
108,889 | $27,634,939 | 5.08% | |
| CAT |
Caterpillar Inc
Industrials
|
33,891 | $24,010,417 | 4.41% | |
| ASML |
Asml Holding NV
Technology
|
17,831 | $23,551,719 | 4.33% | |
| MSFT |
Microsoft Corp
Technology
|
61,841 | $22,891,682 | 4.21% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
73,997 | $21,766,957 | 4.00% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
102,395 | $21,325,806 | 3.92% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
177,107 | $21,304,201 | 3.92% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
261,593 | $20,297,000 | 3.73% | |
| XOM |
Exxon Mobil Corp
Energy
|
112,810 | $19,139,344 | 3.52% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
62,791 | $18,056,179 | 3.32% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GSK
Shares Held
Position Value (USD)
15 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $14,909,412 | 270,147 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $13,245,409 | 270,094 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $11,631,317 | 269,493 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $10,034,726 | 261,321 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $9,963,966 | 257,201 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $7,345,704 | 217,200 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $8,565,054 | 209,517 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $7,487,980 | 194,493 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $8,193,828 | 191,132 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $7,001,560 | 188,925 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $6,698,673 | 184,791 | Shares | Sole | 2023-10-31 | |
| 2023-06-30 | $6,412,277 | 179,918 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $5,943,354 | 167,042 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $5,512,095 | 156,861 | Shares | Sole | 2023-02-08 | |
| 2022-09-30 | $4,473,065 | 151,990 | Shares | Sole | 2022-11-07 | |
| No 13F history on record for this holder in this stock. | ||||||