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	–	457
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

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

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PDM

Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return

IMA

Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 1-Year Est. Return

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

LCAM

Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return

Axxcess Wealth Management's BSM Position: Q1 2026 in Review

Axxcess Wealth Management sold out of Black Stone Minerals (BSM) in Q1 2026, closing a stake of 18,175 shares — an estimated $242K sold.

Axxcess Wealth Management first reported a position in BSM in Q3 2023 and held it in 8 quarters. The position peaked at $300K in Q1 2025. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

Axxcess Wealth Management reported no remaining Black Stone Minerals position as of Q1 2026 after selling out during the quarter.
Axxcess Wealth Management sold 18,175 Black Stone Minerals shares in Q1 2026, an estimated $242K.
Axxcess Wealth Management first reported a position in Black Stone Minerals in Q3 2023 and held it in 8 quarters.
Axxcess Wealth Management's Black Stone Minerals position peaked at $300K in Q1 2025.
192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Axxcess Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.