Cypress Wealth Services’s Black Stone Minerals BSM Stock Holding History

Cypress Wealth Services’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	$275K	Hold	19,662	–	–	0.03%	360
2026 Q1	$297K	Hold	19,662	–	–	0.04%	306
2025 Q4	$261K	Sell	19,662 -1,775	-8%	-$24K	0.04%	331
2025 Q3	$282K	Hold	21,437	–	–	0.05%	265
2025 Q2	$280K	Hold	21,437	–	–	0.05%	245
2025 Q1	$327K	Hold	21,437	–	–	0.07%	202
2024 Q4	$313K	Hold	21,437	–	–	0.06%	202
2024 Q3	$324K	Buy	+21,437	New	+$321K	0.07%	199

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

Cypress Wealth Services's BSM Position: Q2 2026 in Review

Cypress Wealth Services held its Black Stone Minerals (BSM) position steady in Q2 2026 at 19,662 shares worth $275K. The position accounts for 0.03% of the portfolio, ranked #360.

Cypress Wealth Services first reported a position in BSM in Q3 2024 and has held it in 8 quarters since. The position peaked at $327K in Q1 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Cypress Wealth Services held 19,662 shares of Black Stone Minerals worth $275K as of Q2 2026.
Cypress Wealth Services left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 0.03% of Cypress Wealth Services's portfolio in Q2 2026, its #360 holding.
Cypress Wealth Services first reported a position in Black Stone Minerals in Q3 2024 and has held it in 8 quarters since.
Cypress Wealth Services's Black Stone Minerals position peaked at $327K in Q1 2025.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.