$161 Million is the total value of Stockman Wealth Management, Inc.'s 127 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EBMT | Eagle Bancorp Mont Inc | $199,000 | +11.8% | 13,998 | 0.0% | 0.12% | -11.5% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-10-31
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 36 | Q3 2023 | 4.5% |
| PROCTER & GAMBLE CO | 36 | Q3 2023 | 3.9% |
| Exxon Mobil Corporation | 36 | Q3 2023 | 3.7% |
| Pfizer Incorporated | 36 | Q3 2023 | 3.4% |
| Cisco Systems Inc | 36 | Q3 2023 | 2.7% |
| JPMORGAN CHASE & CO | 36 | Q3 2023 | 2.7% |
| A T & T Inc New | 36 | Q3 2023 | 2.6% |
| Chevron Corporation New | 36 | Q3 2023 | 2.5% |
| Merck & Co Inc New | 36 | Q3 2023 | 3.5% |
| JOHNSON & JOHNSON | 36 | Q3 2023 | 4.0% |
View Stockman Wealth Management, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-10-31 |
| 13F-HR | 2023-08-02 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-07-28 |
| 13F-HR | 2022-05-05 |
| 13F-HR | 2022-02-08 |
View Stockman Wealth Management, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.