AWM
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Abound Wealth Management’s Black Stone Minerals BSM Stock Holding History

Abound Wealth Management’s Portfolio BSM Stock Details BSM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-270
Closed -$4.08K – 1402
2026
Q1 		$4.08K Buy
+270
New +$4K ﹤0.01% 777

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Abound Wealth Management's BSM Position: Q2 2026 in Review

Abound Wealth Management sold out of Black Stone Minerals (BSM) in Q2 2026, closing a stake of 270 shares — an estimated $4.08K sold.

Abound Wealth Management first reported a position in BSM in Q1 2026 and held it in 1 quarter. The position peaked at $4.08K in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Abound Wealth Management reported no remaining Black Stone Minerals position as of Q2 2026 after selling out during the quarter.
  • Abound Wealth Management sold 270 Black Stone Minerals shares in Q2 2026, an estimated $4.08K.
  • Abound Wealth Management first reported a position in Black Stone Minerals in Q1 2026 and held it in 1 quarter.
  • Abound Wealth Management's Black Stone Minerals position peaked at $4.08K in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.