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Belpointe Asset Management’s Black Stone Minerals BSM Stock Holding History

Belpointe Asset 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
2025
Q4 		– Sell
-17,190
Closed -$226K – 1029
2025
Q3 		$226K Buy
17,190
+2,215
+15% +$27.9K 0.01% 889
2025
Q2 		$196K Buy
14,975
+1,112
+8% +$15.4K 0.01% 889
2025
Q1 		$212K Buy
+13,863
New +$208K 0.01% 846
2023
Q2 		– Sell
-5,960
Closed -$93.5K – 948
2023
Q1 		$93.5K Buy
5,960
+5,797
+3,556% +$90.8K 0.01% 1348
2022
Q4 		$2.75K Buy
+163
New +$2.88K ﹤0.01% 3155

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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
N
Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return
NU
Northwestern University Evanston, Illinois $63.3M AUM 0.76% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

Belpointe Asset Management's BSM Position: Q4 2025 in Review

Belpointe Asset Management sold out of Black Stone Minerals (BSM) in Q4 2025, closing a stake of 17,190 shares — an estimated $226K sold.

Belpointe Asset Management first reported a position in BSM in Q4 2022 and held it in 5 quarters. The position peaked at $226K in Q3 2025. 193 funds tracked by Wall St. Rank hold BSM as of Q4 2025.

  • Belpointe Asset Management reported no remaining Black Stone Minerals position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 17,190 Black Stone Minerals shares in Q4 2025, an estimated $226K.
  • Belpointe Asset Management first reported a position in Black Stone Minerals in Q4 2022 and held it in 5 quarters.
  • Belpointe Asset Management's Black Stone Minerals position peaked at $226K in Q3 2025.
  • 193 funds tracked by Wall St. Rank held Black Stone Minerals as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.