Alpha Wealth Funds’s Black Stone Minerals BSM Stock Holding History

Alpha Wealth Funds’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	$210K	Buy	+15,000	New	+$209K	0.11%	48
2026 Q1	–	Sell	-16,200	Closed	-$219K	–	45
2025 Q4	$219K	Hold	16,200	–	–	0.14%	42
2025 Q3	$194K	Buy	16,200 +5,000	+45%	+$62.9K	0.14%	39
2025 Q2	$146K	Sell	11,200 -2,800	-20%	-$38.7K	0.12%	41
2025 Q1	$214K	Sell	14,000 -11,000	-44%	-$165K	0.22%	34
2024 Q4	$359K	Buy	+25,000	New	+$373K	0.35%	37

Other funds holding BSM

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 Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

Alpha Wealth Funds's BSM Position: Q2 2026 in Review

Alpha Wealth Funds opened a new position in Black Stone Minerals (BSM) in Q2 2026: 15,000 shares worth $210K. The stake represents 0.11% of the portfolio and ranks #48 among its holdings. This is a return to the name: Alpha Wealth Funds previously reported a position in BSM as recently as Q4 2025.

Alpha Wealth Funds first reported a position in BSM in Q4 2024 and has held it in 6 quarters since. The position peaked at $359K in Q4 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Alpha Wealth Funds held 15,000 shares of Black Stone Minerals worth $210K as of Q2 2026.
Black Stone Minerals was a new Alpha Wealth Funds position in Q2 2026.
Black Stone Minerals made up 0.11% of Alpha Wealth Funds's portfolio in Q2 2026, its #48 holding.
Alpha Wealth Funds first reported a position in Black Stone Minerals in Q4 2024 and has held it in 6 quarters since.
Alpha Wealth Funds's Black Stone Minerals position peaked at $359K in Q4 2024.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Alpha Wealth Funds's 13F filing for Q2 2026, filed 11 Aug 2026.