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Bogart Wealth LLC’s Black Stone Minerals BSM Stock Holding History

Bogart Wealth LLC’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 		$22.7K Hold
1,623
– – ﹤0.01% 763
2026
Q1 		$24.5K Hold
1,623
– – ﹤0.01% 668
2025
Q4 		$21.6K Hold
1,623
– – ﹤0.01% 659
2025
Q3 		$21.3K Hold
1,623
– – ﹤0.01% 646
2025
Q2 		$21.2K Hold
1,623
– – ﹤0.01% 618
2025
Q1 		$24.8K Hold
1,623
– – ﹤0.01% 542
2024
Q4 		$23.7K Hold
1,623
– – ﹤0.01% 550
2024
Q3 		$24.5K Sell
1,623
-100
-6% -$1.5K ﹤0.01% 521
2024
Q2 		$27K Buy
1,723
+100
+6% +$1.6K ﹤0.01% 490
2024
Q1 		$25.9K Buy
+1,623
New +$25.7K ﹤0.01% 470
2022
Q3 		– Sell
-1,000
Closed -$14K – 1008
2022
Q2 		$14K Buy
+1,000
New +$15.2K ﹤0.01% 473

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

Bogart Wealth LLC's BSM Position: Q2 2026 in Review

Bogart Wealth LLC held its Black Stone Minerals (BSM) position steady in Q2 2026 at 1,623 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #763.

Bogart Wealth LLC first reported a position in BSM in Q2 2022 and has held it in 11 quarters since. The position peaked at $27K in Q2 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Bogart Wealth LLC held 1,623 shares of Black Stone Minerals worth $22.7K as of Q2 2026.
  • Bogart Wealth LLC left its Black Stone Minerals share count unchanged in Q2 2026.
  • Black Stone Minerals made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #763 holding.
  • Bogart Wealth LLC first reported a position in Black Stone Minerals in Q2 2022 and has held it in 11 quarters since.
  • Bogart Wealth LLC's Black Stone Minerals position peaked at $27K in Q2 2024.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.