Annex Advisory Services’s LandBridge Co LB Stock Holding History

Annex Advisory Services’s Portfolio LB Stock Details LB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.65M	Buy	33,466 +3,556	+12%	+$244K	0.05%	144
2026 Q1	$2.07M	Sell	29,910 -264,233	-90%	-$16.8M	0.04%	149
2025 Q4	$14.4M	Buy	294,143 +23,324	+9%	+$1.36M	0.28%	73
2025 Q3	$14.4M	Buy	270,819 +62,233	+30%	+$3.43M	0.31%	66
2025 Q2	$14.1M	Buy	208,586 +26,883	+15%	+$1.94M	0.34%	61
2025 Q1	$13.1M	Buy	181,703 +163,662	+907%	+$11.6M	0.37%	60
2024 Q4	$1.17M	Buy	+18,041	New	+$1.08M	0.04%	147

Other funds holding LB

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Annex Advisory Services's LB Position: Q2 2026 in Review

Annex Advisory Services increased its LandBridge Co (LB) stake by 12% in Q2 2026, buying an estimated $244K and bringing the position to 33,466 shares worth $2.65M. The position accounts for 0.05% of the portfolio, ranked #144.

Annex Advisory Services first reported a position in LB in Q4 2024 and has held it in 7 quarters since. The position peaked at $14.4M in Q3 2025. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Annex Advisory Services held 33,466 shares of LandBridge Co worth $2.65M as of Q2 2026.
Annex Advisory Services bought 3,556 LandBridge Co shares in Q2 2026, an estimated $244K.
LandBridge Co made up 0.05% of Annex Advisory Services's portfolio in Q2 2026, its #144 holding.
Annex Advisory Services first reported a position in LandBridge Co in Q4 2024 and has held it in 7 quarters since.
Annex Advisory Services's LandBridge Co position peaked at $14.4M in Q3 2025.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Annex Advisory Services's 13F filing for Q2 2026, filed 10 Jul 2026.