AWM
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Axxcess Wealth Management’s Black Stone Minerals BSM Stock Holding History

Axxcess Wealth Management’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
Q1 		– Sell
-18,175
Closed -$242K – 459
2025
Q4 		$242K Sell
18,175
-655
-3% -$8.85K ﹤0.01% 923
2025
Q3 		$247K Sell
18,830
-220
-1% -$2.77K 0.01% 821
2025
Q2 		$249K Sell
19,050
-600
-3% -$8.29K 0.01% 773
2025
Q1 		$300K Buy
19,650
+235
+1% +$3.53K 0.01% 681
2024
Q4 		$283K Buy
19,415
+1,790
+10% +$26.7K 0.01% 688
2024
Q3 		$266K Sell
17,625
-240
-1% -$3.6K 0.01% 728
2024
Q2 		$280K Buy
+17,865
New +$286K 0.01% 675
2023
Q4 		– Sell
-12,300
Closed -$212K – 846
2023
Q3 		$212K Buy
+12,300
New +$210K 0.01% 716

Other funds holding BSM

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return