BWM
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BCS Wealth Management’s Black Stone Minerals BSM Stock Holding History

BCS 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 		$246K Sell
17,614
-683
-4% -$9.5K 0.04% 248
2026
Q1 		$277K Sell
18,297
-17,625
-49% -$261K 0.06% 218
2025
Q4 		$477K Buy
35,922
+18,322
+104% +$247K 0.05% 229
2025
Q3 		$231K Buy
17,600
+387
+2% +$4.87K 0.05% 223
2025
Q2 		$225K Buy
17,213
+2,428
+16% +$33.6K 0.05% 237
2025
Q1 		$226K Buy
14,785
+335
+2% +$5.03K 0.06% 223
2024
Q4 		$211K Buy
14,450
+320
+2% +$4.77K 0.05% 246
2024
Q3 		$213K Buy
14,130
+1,852
+15% +$27.7K 0.09% 157
2024
Q2 		$192K Buy
12,278
+278
+2% +$4.45K 0.09% 153
2024
Q1 		$192K Buy
12,000
+357
+3% +$5.65K 0.06% 231
2023
Q4 		$186K Buy
11,643
+792
+7% +$13.6K 0.07% 217
2023
Q3 		$187K Buy
10,851
+290
+3% +$4.94K 0.08% 195
2023
Q2 		$168K Buy
10,561
+297
+3% +$4.75K 0.12% 112
2023
Q1 		$161K Buy
+10,264
New +$161K 0.07% 158

Other funds holding BSM

Morgan Stanley
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
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
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
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
Ameriprise
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
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

BCS Wealth Management's BSM Position: Q2 2026 in Review

BCS Wealth Management reduced its Black Stone Minerals (BSM) stake by 3.7% in Q2 2026, selling an estimated $9.5K and leaving 17,614 shares worth $246K. The position accounts for 0.04% of the portfolio, ranked #248.

BCS Wealth Management first reported a position in BSM in Q1 2023 and has held it in 14 quarters since. The position peaked at $477K in Q4 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • BCS Wealth Management held 17,614 shares of Black Stone Minerals worth $246K as of Q2 2026.
  • BCS Wealth Management sold 683 Black Stone Minerals shares in Q2 2026, an estimated $9.5K.
  • Black Stone Minerals made up 0.04% of BCS Wealth Management's portfolio in Q2 2026, its #248 holding.
  • BCS Wealth Management first reported a position in Black Stone Minerals in Q1 2023 and has held it in 14 quarters since.
  • BCS Wealth Management's Black Stone Minerals position peaked at $477K in Q4 2025.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.