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 Q2	$457K	Hold	32,746	–	–	0.01%	361
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

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

LCAM

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

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

Bartlett & Co Wealth Management's BSM Position: Q2 2026 in Review

Bartlett & Co Wealth Management held its Black Stone Minerals (BSM) position steady in Q2 2026 at 32,746 shares worth $457K. The position accounts for 0.01% of the portfolio, ranked #361.

Bartlett & Co Wealth Management first reported a position in BSM in Q4 2020 and has held it in 23 quarters since. The position peaked at $564K in Q3 2023. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Bartlett & Co Wealth Management held 32,746 shares of Black Stone Minerals worth $457K as of Q2 2026.
Bartlett & Co Wealth Management left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #361 holding.
Bartlett & Co Wealth Management first reported a position in Black Stone Minerals in Q4 2020 and has held it in 23 quarters since.
Bartlett & Co Wealth Management's Black Stone Minerals position peaked at $564K in Q3 2023.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.