Blue Trust Inc
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Blue Trust Inc’s LandBridge Corporation LB Stock Holding History

Blue Trust Inc’s Portfolio LB Stock Details LB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$139K Hold
1,710
– – ﹤0.01% 897
2026
Q2 		$136K Sell
1,710
-8
-0.5% -$549 ﹤0.01% 919
2026
Q1 		$119K Buy
1,718
+2
+0.1% +$127 ﹤0.01% 951
2025
Q4 		$84.1K Buy
1,716
+6
+0.4% +$349 ﹤0.01% 1143
2025
Q3 		$91.2K Hold
1,710
– – ﹤0.01% 1109
2025
Q2 		$116K Hold
1,710
– – ﹤0.01% 993
2025
Q1 		$123K Hold
1,710
– – ﹤0.01% 904
2024
Q4 		$110K Buy
+1,710
New +$103K ﹤0.01% 901

Other funds holding LB

Schwartz Investment Counsel
Schwartz Investment Counsel Plymouth, Michigan $2.87B AUM 22.48% 1-Year Est. Return
Mad River Investors
Mad River Investors Boston, Massachusetts $246M AUM 23.57% 1-Year Est. Return
Promethium Advisors
Promethium Advisors Bethesda, Maryland $203M AUM 21.58% 1-Year Est. Return
Viking Fund Management
Viking Fund Management Minot, North Dakota $1.14B AUM 32.65% 1-Year Est. Return
Kingswood Wealth Advisors
Kingswood Wealth Advisors San Diego, California $2.6B AUM 27.46% 1-Year Est. Return
Annex Advisory Services
Annex Advisory Services Brookfield, Wisconsin $6.11B AUM 13.75% 1-Year Est. Return
Ipswich Investment Management
Ipswich Investment Management Beverly, Massachusetts $468M AUM 31.71% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
PAS
PKS Advisory Services Albany, New York $624M AUM 15.91% 1-Year Est. Return
SMP
Santa Monica Partners Palm Beach Gardens, Florida $167M AUM 26.01% 1-Year Est. Return

Blue Trust Inc's LB Position: Q3 2026 in Review

Blue Trust Inc held its LandBridge Corporation (LB) position steady in Q3 2026 at 1,710 shares worth $139K. The position accounts for ﹤0.01% of the portfolio, ranked #897.

Blue Trust Inc first reported a position in LB in Q4 2024 and has held it in 8 quarters since. 45 funds tracked by Wall St. Rank hold LB as of Q3 2026.

  • Blue Trust Inc held 1,710 shares of LandBridge Corporation worth $139K as of Q3 2026.
  • Blue Trust Inc left its LandBridge Corporation share count unchanged in Q3 2026.
  • LandBridge Corporation made up ﹤0.01% of Blue Trust Inc's portfolio in Q3 2026, its #897 holding.
  • Blue Trust Inc first reported a position in LandBridge Corporation in Q4 2024 and has held it in 8 quarters since.
  • 45 funds tracked by Wall St. Rank held LandBridge Corporation as of Q3 2026.

Based on Blue Trust Inc's 13F filing for Q3 2026, filed 15 Oct 2026.