AWE
LB

Avidian Wealth Enterprises’s LandBridge Co LB Stock Holding History

Avidian Wealth Enterprises’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
Q1 		$277K Buy
+4,014
New +$255K 0.01% 557
2025
Q4 		– Sell
-4,000
Closed -$213K – 605
2025
Q3 		$213K Buy
4,000
+7
+0.2% +$386 0.01% 543
2025
Q2 		$270K Buy
+3,993
New +$288K 0.01% 458

Other funds holding LB

First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Avidian Wealth Enterprises's LB Position: Q1 2026 in Review

Avidian Wealth Enterprises opened a new position in LandBridge Co (LB) in Q1 2026: 4,014 shares worth $277K. The stake represents 0.01% of the portfolio and ranks #557 among its holdings. This is a return to the name: Avidian Wealth Enterprises previously reported a position in LB as recently as Q3 2025.

Avidian Wealth Enterprises first reported a position in LB in Q2 2025 and has held it in 3 quarters since. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

  • Avidian Wealth Enterprises held 4,014 shares of LandBridge Co worth $277K as of Q1 2026.
  • LandBridge Co was a new Avidian Wealth Enterprises position in Q1 2026.
  • LandBridge Co made up 0.01% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #557 holding.
  • Avidian Wealth Enterprises first reported a position in LandBridge Co in Q2 2025 and has held it in 3 quarters since.
  • 187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.