AWM
LB

Avondale Wealth Management’s LandBridge Co LB Stock Holding History

Avondale Wealth Management’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
2025
Q3 		– Sell
-1,200
Closed -$81.1K – 113
2025
Q2 		$81.1K Buy
+1,200
New +$86.5K 0.05% 84

Other funds holding LB

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First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CA
Cortland Associates St Louis, Missouri $697M AUM 4.23% 1-Year Est. Return

Avondale Wealth Management's LB Position: Q3 2025 in Review

Avondale Wealth Management sold out of LandBridge Co (LB) in Q3 2025, closing a stake of 1,200 shares — an estimated $81.1K sold.

Avondale Wealth Management first reported a position in LB in Q2 2025 and held it in 1 quarter. The position peaked at $81.1K in Q2 2025. 156 funds tracked by Wall St. Rank hold LB as of Q3 2025.

  • Avondale Wealth Management reported no remaining LandBridge Co position as of Q3 2025 after selling out during the quarter.
  • Avondale Wealth Management sold 1,200 LandBridge Co shares in Q3 2025, an estimated $81.1K.
  • Avondale Wealth Management first reported a position in LandBridge Co in Q2 2025 and held it in 1 quarter.
  • Avondale Wealth Management's LandBridge Co position peaked at $81.1K in Q2 2025.
  • 156 funds tracked by Wall St. Rank held LandBridge Co as of Q3 2025.

Based on Avondale Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.