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BCWM
Bartlett & Co Wealth Management’s
Black Stone Minerals
BSM
Stock Holding History
Bartlett & Co 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
$466K
Hold
32,746
–
–
0.01%
348
2025
Q4
$435K
Hold
32,746
–
–
0.01%
350
2025
Q3
$430K
Hold
32,746
–
–
0.01%
353
2025
Q2
$428K
Hold
32,746
–
–
0.01%
356
2025
Q1
$500K
Hold
32,746
–
–
0.01%
326
2024
Q4
$478K
Hold
32,746
–
–
0.01%
331
2024
Q3
$494K
Hold
32,746
–
–
0.01%
330
2024
Q2
$513K
Hold
32,746
–
–
0.01%
324
2024
Q1
$523K
Hold
32,746
–
–
0.01%
320
2023
Q4
$519K
Hold
32,746
–
–
0.01%
346
2023
Q3
$564K
Hold
32,746
–
–
0.01%
318
2023
Q2
$522K
Hold
32,746
–
–
0.01%
339
2023
Q1
$514K
Hold
32,746
–
–
0.01%
287
2022
Q4
$552K
Hold
32,746
–
–
0.01%
280
2022
Q3
$512K
Hold
32,746
–
–
0.01%
282
2022
Q2
$448K
Hold
32,746
–
–
0.01%
291
2022
Q1
$441K
Hold
32,746
–
–
0.01%
308
2021
Q4
$338K
Hold
32,746
–
–
0.01%
338
2021
Q3
$395K
Hold
32,746
–
–
0.01%
275
2021
Q2
$352K
Hold
32,746
–
–
0.01%
287
2021
Q1
$286K
Hold
32,746
–
–
0.01%
306
2020
Q4
$219K
Buy
+32,746
New
+$221K
﹤0.01%
321
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1-Year Est. Return
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$411M AUM
16.28%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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