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Stockman Wealth Management’s AB InBev BUD Stock Holding History

Stockman Wealth Management’s Portfolio BUD Stock Details BUD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-129,554
Closed -$8.65M – 198
2023
Q1 		$8.65M Sell
129,554
-3,089
-2% -$187K 1.93% 16
2022
Q4 		$7.96M Sell
132,643
-3,894
-3% -$209K 1.83% 19
2022
Q3 		$6.17M Buy
136,537
+13,651
+11% +$707K 1.67% 26
2022
Q2 		$6.63M Buy
122,886
+5,877
+5% +$330K 1.69% 24
2022
Q1 		$7.03M Buy
117,009
+4,203
+4% +$259K 1.46% 26
2021
Q4 		$6.83M Buy
112,806
+5,759
+5% +$335K 1.39% 24
2021
Q3 		$6.04M Buy
107,047
+13,914
+15% +$873K 1.34% 23
2021
Q2 		$6.71M Buy
93,133
+3,917
+4% +$286K 1.6% 19
2021
Q1 		$5.61M Buy
89,216
+5,606
+7% +$362K 1.56% 23
2020
Q4 		$5.84M Buy
83,610
+13,578
+19% +$859K 1.79% 16
2020
Q3 		$3.77M Sell
70,032
-95
-0.1% -$5.26K 1.38% 27
2020
Q2 		$3.46M Buy
70,127
+4,327
+7% +$202K 1.3% 31
2020
Q1 		$2.9M Buy
65,800
+14,498
+28% +$946K 1.29% 30
2019
Q4 		$4.21M Buy
51,302
+2,719
+6% +$226K 1.49% 24
2019
Q3 		$4.62M Buy
48,583
+157
+0.3% +$14.9K 1.77% 19
2019
Q2 		$4.29M Sell
48,426
-1,935
-4% -$166K 1.75% 18
2019
Q1 		$4.23M Buy
50,361
+4,327
+9% +$333K 1.85% 18
2018
Q4 		$3.03M Buy
46,034
+7,820
+20% +$598K 1.45% 26
2018
Q3 		$3.35M Buy
38,214
+1,404
+4% +$137K 1.44% 29
2018
Q2 		$3.71M Buy
36,810
+4,933
+15% +$489K 1.7% 22
2018
Q1 		$3.5M Buy
+31,877
New +$3.54M 1.6% 22
2017
Q4 		– Sell
-31,461
Closed -$3.75M – 153
2017
Q3 		$3.75M Buy
31,461
+20,681
+192% +$2.42M 1.8% 22
2017
Q2 		$1.19M Sell
10,780
-16,093
-60% -$1.84M 1.19% 28
2017
Q1 		$2.95M Buy
+26,873
New +$2.89M 1.68% 22

Other funds holding BUD

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Stockman Wealth Management's BUD Position: Q2 2023 in Review

Stockman Wealth Management sold out of AB InBev (BUD) in Q2 2023, closing a stake of 129,554 shares — an estimated $8.65M sold.

Stockman Wealth Management first reported a position in BUD in Q1 2017 and held it in 24 quarters. The position peaked at $8.65M in Q1 2023. 489 funds tracked by Wall St. Rank hold BUD as of Q2 2023.

  • Stockman Wealth Management reported no remaining AB InBev position as of Q2 2023 after selling out during the quarter.
  • Stockman Wealth Management sold 129,554 AB InBev shares in Q2 2023, an estimated $8.65M.
  • Stockman Wealth Management first reported a position in AB InBev in Q1 2017 and held it in 24 quarters.
  • Stockman Wealth Management's AB InBev position peaked at $8.65M in Q1 2023.
  • 489 funds tracked by Wall St. Rank held AB InBev as of Q2 2023.

Based on Stockman Wealth Management's 13F filing for Q2 2023, filed 2 Aug 2023.