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 Q2	–	Sell	-4,014	Closed	-$277K	–	767
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 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

Avidian Wealth Enterprises's LB Position: Q2 2026 in Review

Avidian Wealth Enterprises sold out of LandBridge Co (LB) in Q2 2026, closing a stake of 4,014 shares — an estimated $277K sold.

Avidian Wealth Enterprises first reported a position in LB in Q2 2025 and held it in 3 quarters. The position peaked at $277K in Q1 2026. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Avidian Wealth Enterprises reported no remaining LandBridge Co position as of Q2 2026 after selling out during the quarter.
Avidian Wealth Enterprises sold 4,014 LandBridge Co shares in Q2 2026, an estimated $277K.
Avidian Wealth Enterprises first reported a position in LandBridge Co in Q2 2025 and held it in 3 quarters.
Avidian Wealth Enterprises's LandBridge Co position peaked at $277K in Q1 2026.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.