Geode Capital Management’s LandBridge Co LB Stock Holding History

Geode Capital Management’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 Q2	$4.63M	Buy	58,491 +3,310	+6%	+$227K	﹤0.01%	2960
2026 Q1	$3.81M	Buy	55,181 +22,762	+70%	+$1.45M	﹤0.01%	2874
2025 Q4	$1.59M	Buy	32,419 +2,251	+7%	+$131K	﹤0.01%	3240
2025 Q3	$1.61M	Buy	30,168 +1,197	+4%	+$66K	﹤0.01%	3257
2025 Q2	$1.96M	Buy	28,971 +230	+0.8%	+$16.6K	﹤0.01%	3151
2025 Q1	$2.07M	Buy	28,741 +10,474	+57%	+$741K	﹤0.01%	3015
2024 Q4	$1.18M	Buy	+18,267	New	+$1.1M	﹤0.01%	3310

Other funds holding LB

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Geode Capital Management's LB Position: Q2 2026 in Review

Geode Capital Management increased its LandBridge Co (LB) stake by 6% in Q2 2026, buying an estimated $227K and bringing the position to 58,491 shares worth $4.63M. The position accounts for ﹤0.01% of the portfolio, ranked #2960.

Geode Capital Management first reported a position in LB in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

Geode Capital Management held 58,491 shares of LandBridge Co worth $4.63M as of Q2 2026.
Geode Capital Management bought 3,310 LandBridge Co shares in Q2 2026, an estimated $227K.
LandBridge Co made up ﹤0.01% of Geode Capital Management's portfolio in Q2 2026, its #2960 holding.
Geode Capital Management first reported a position in LandBridge Co in Q4 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on Geode Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.