Ballew Advisors’s Black Stone Minerals BSM Stock Holding History

Ballew Advisors’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	-12,897	Closed	-$183K	–	119
2025 Q4	$183K	Sell	12,897 -467	-3%	-$6.31K	0.1%	117
2025 Q3	$166K	Buy	+13,364	New	+$168K	0.09%	120
2018 Q4	–	Sell	-142	Closed	-$2K	–	129
2018 Q3	$2K	Buy	+142	New	+$2.58K	﹤0.01%	397

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

Ballew Advisors's BSM Position: Q1 2026 in Review

Ballew Advisors sold out of Black Stone Minerals (BSM) in Q1 2026, closing a stake of 12,897 shares — an estimated $183K sold.

Ballew Advisors first reported a position in BSM in Q3 2018 and held it in 3 quarters. The position peaked at $183K in Q4 2025. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

Ballew Advisors reported no remaining Black Stone Minerals position as of Q1 2026 after selling out during the quarter.
Ballew Advisors sold 12,897 Black Stone Minerals shares in Q1 2026, an estimated $183K.
Ballew Advisors first reported a position in Black Stone Minerals in Q3 2018 and held it in 3 quarters.
Ballew Advisors's Black Stone Minerals position peaked at $183K in Q4 2025.
192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Ballew Advisors's 13F filing for Q1 2026, filed 10 Apr 2026.