Fidelity Investments’s Black Stone Minerals BSM Stock Holding History

Fidelity Investments’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	$63.1M	Sell	4,518,071 -19,100	-0.4%	-$266K	﹤0.01%	1424
2026 Q1	$68.6M	Buy	4,537,171 +2,656,049	+141%	+$39.4M	﹤0.01%	1321
2025 Q4	$25M	Buy	+1,881,122	New	+$25.4M	﹤0.01%	1693
2025 Q1	–	Sell	-2	Closed	-$29	–	5324
2024 Q4	$29	Sell	2 -49	-96%	-$730	﹤0.01%	5286
2024 Q3	$770	Buy	51 +48	+1,600%	+$719	﹤0.01%	4934
2024 Q2	$47	Buy	3 +2	+200%	+$32	﹤0.01%	5065
2024 Q1	$16	Sell	1 -1	-50%	-$16	﹤0.01%	5218
2023 Q4	$32	Buy	+2	New	+$34	﹤0.01%	5098
2023 Q3	–	Sell	-2	Closed	-$32	–	5292
2023 Q2	$32	Buy	2 +1	+100%	+$16	﹤0.01%	5088
2023 Q1	$16	Buy	+1	New	+$16	﹤0.01%	5135
2021 Q3	–	Sell	-34,501	Closed	-$371K	–	4370
2021 Q2	$371K	Sell	34,501 -52,542	-60%	-$530K	﹤0.01%	2829
2021 Q1	$759K	Sell	87,043 -1,003,213	-92%	-$8.91M	﹤0.01%	2625
2020 Q4	$7.28M	Buy	1,090,256 +944,456	+648%	+$6.39M	﹤0.01%	2072
2020 Q3	$895K	Hold	145,800	–	–	﹤0.01%	2444
2020 Q2	$948K	Sell	145,800 -1,701	-1%	-$10.8K	﹤0.01%	2406
2020 Q1	$690K	Sell	147,501 -1,310,358	-90%	-$12.1M	﹤0.01%	2385
2019 Q4	$18.5M	Buy	1,457,859 +50,153	+4%	+$639K	﹤0.01%	1626
2019 Q3	$20M	Sell	1,407,706 -8,330	-0.6%	-$122K	﹤0.01%	1573
2019 Q2	$21.9M	Buy	1,416,036 +323,936	+30%	+$5.52M	﹤0.01%	1585
2019 Q1	$19.3M	Sell	1,092,100 -12,300	-1%	-$211K	﹤0.01%	1620
2018 Q4	$17.1M	Sell	1,104,400 -4,300	-0.4%	-$72.7K	﹤0.01%	1622
2018 Q3	$20.2M	Sell	1,108,700 -11,400	-1%	-$207K	﹤0.01%	1676
2018 Q2	$20.7M	Sell	1,120,100 -688,784	-38%	-$12.4M	﹤0.01%	1710
2018 Q1	$29.9M	Buy	1,808,884 +42,457	+2%	+$756K	﹤0.01%	1534
2017 Q4	$31.7M	Sell	1,766,427 -373	-0%	-$6.57K	﹤0.01%	1512
2017 Q3	$30.6M	Hold	1,766,800	–	–	﹤0.01%	1534
2017 Q2	$27.8M	Buy	1,766,800 +127,052	+8%	+$2.06M	﹤0.01%	1541
2017 Q1	$27.1M	Buy	1,639,748 +8,548	+0.5%	+$152K	﹤0.01%	1564
2016 Q4	$30.6M	Sell	1,631,200 -165,000	-9%	-$3.02M	﹤0.01%	1510
2016 Q3	$32M	Sell	1,796,200 -1,321,555	-42%	-$21.6M	﹤0.01%	1481
2016 Q2	$48.3M	Sell	3,117,755 -280,995	-8%	-$4.34M	0.01%	1286
2016 Q1	$47.6M	Buy	3,398,750 +424,064	+14%	+$5.59M	0.01%	1268
2015 Q4	$42.9M	Sell	2,974,686 -362,784	-11%	-$5.23M	0.01%	1315
2015 Q3	$46.1M	Sell	3,337,470 -99,000	-3%	-$1.5M	0.01%	1287
2015 Q2	$59.2M	Buy	+3,436,470	New	+$60.7M	0.01%	1267

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

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

Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

Fidelity Investments's BSM Position: Q2 2026 in Review

Fidelity Investments reduced its Black Stone Minerals (BSM) stake by 0.42% in Q2 2026, selling an estimated $266K and leaving 4,518,071 shares worth $63.1M. The position accounts for ﹤0.01% of the portfolio, ranked #1424.

Fidelity Investments first reported a position in BSM in Q2 2015 and has held it in 35 quarters since. The position peaked at $68.6M in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Fidelity Investments held 4,518,071 shares of Black Stone Minerals worth $63.1M as of Q2 2026.
Fidelity Investments sold 19,100 Black Stone Minerals shares in Q2 2026, an estimated $266K.
Black Stone Minerals made up ﹤0.01% of Fidelity Investments's portfolio in Q2 2026, its #1424 holding.
Fidelity Investments first reported a position in Black Stone Minerals in Q2 2015 and has held it in 35 quarters since.
Fidelity Investments's Black Stone Minerals position peaked at $68.6M in Q1 2026.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Fidelity Investments's 13F filing for Q2 2026, filed 13 Aug 2026.