Axxcess Wealth Management’s LandBridge Co LB Stock Holding History

Axxcess 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 Q1	–	Sell	-3,229	Closed	-$209K	–	949
2024 Q4	$209K	Sell	3,229 -2,343	-42%	-$141K	0.01%	809
2024 Q3	$218K	Buy	+5,572	New	+$188K	0.01%	815

Other funds holding LB

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return

Axxcess Wealth Management's LB Position: Q1 2025 in Review

Axxcess Wealth Management sold out of LandBridge Co (LB) in Q1 2025, closing a stake of 3,229 shares — an estimated $209K sold.

Axxcess Wealth Management first reported a position in LB in Q3 2024 and held it in 2 quarters. The position peaked at $218K in Q3 2024. 144 funds tracked by Wall St. Rank hold LB as of Q1 2025.

Axxcess Wealth Management reported no remaining LandBridge Co position as of Q1 2025 after selling out during the quarter.
Axxcess Wealth Management sold 3,229 LandBridge Co shares in Q1 2025, an estimated $209K.
Axxcess Wealth Management first reported a position in LandBridge Co in Q3 2024 and held it in 2 quarters.
Axxcess Wealth Management's LandBridge Co position peaked at $218K in Q3 2024.
144 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2025.

Based on Axxcess Wealth Management's 13F filing for Q1 2025, filed 30 Apr 2025.