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Gem Investment Advisors’s Black Stone Minerals BSM Stock Holding History

Gem Investment Advisors’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 		$1.18M Hold
84,632
– – 0.72% 20
2026
Q1 		$1.28M Hold
84,632
– – 1.26% 18
2025
Q4 		$1.12M Buy
+84,632
New +$1.14M 1.07% 19

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

Gem Investment Advisors's BSM Position: Q2 2026 in Review

Gem Investment Advisors held its Black Stone Minerals (BSM) position steady in Q2 2026 at 84,632 shares worth $1.18M. The position accounts for 0.72% of the portfolio, ranked #20.

Gem Investment Advisors first reported a position in BSM in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.28M in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Gem Investment Advisors held 84,632 shares of Black Stone Minerals worth $1.18M as of Q2 2026.
  • Gem Investment Advisors left its Black Stone Minerals share count unchanged in Q2 2026.
  • Black Stone Minerals made up 0.72% of Gem Investment Advisors's portfolio in Q2 2026, its #20 holding.
  • Gem Investment Advisors first reported a position in Black Stone Minerals in Q4 2025 and has held it in 3 quarters since.
  • Gem Investment Advisors's Black Stone Minerals position peaked at $1.28M in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Gem Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.