GWMI
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Guardian Wealth Management (Illinois)’s Black Stone Minerals BSM Stock Holding History

Guardian Wealth Management (Illinois)’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 		$165K Sell
11,778
-629
-5% -$8.75K 0.08% 66
2026
Q1 		$188K Buy
12,407
+51
+0.4% +$756 0.1% 61
2025
Q4 		$164K Buy
12,356
+39
+0.3% +$527 0.1% 67
2025
Q3 		$162K Buy
12,317
+235
+2% +$2.96K 0.1% 60
2025
Q2 		$158K Buy
12,082
+72
+0.6% +$995 0.11% 59
2025
Q1 		$183K Buy
12,010
+1,553
+15% +$23.3K 0.12% 64
2024
Q4 		$153K Sell
10,457
-2,557
-20% -$38.1K 0.1% 70
2024
Q3 		$197K Buy
13,014
+236
+2% +$3.54K 0.14% 65
2024
Q2 		$200K Buy
12,778
+210
+2% +$3.36K 0.15% 64
2024
Q1 		$201K Buy
12,568
+52
+0.4% +$823 0.15% 62
2023
Q4 		$200K Buy
12,516
+143
+1% +$2.46K 0.17% 65
2023
Q3 		$213K Buy
12,373
+469
+4% +$8K 0.2% 63
2023
Q2 		$190K Buy
11,904
+224
+2% +$3.58K 0.17% 67
2023
Q1 		$183K Buy
11,680
+248
+2% +$3.88K 0.18% 72
2022
Q4 		$193K Buy
11,432
+1,028
+10% +$18.2K 0.19% 79
2022
Q3 		$163K Buy
10,404
+52
+0.5% +$789 0.18% 75
2022
Q2 		$142K Buy
10,352
+243
+2% +$3.69K 0.15% 80
2022
Q1 		$136K Buy
10,109
+190
+2% +$2.27K 0.14% 86
2021
Q4 		$102K Buy
+9,919
New +$114K 0.1% 85

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.12B AUM 32.35% 1-Year Est. Return
FFM
Forum Financial Management Lombard, Illinois $7.79B AUM 20.38% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
MAA
Mraz Amerine & Associates Modesto, California $697M AUM 19.37% 1-Year Est. Return
RWC
Rare Wolf Capital Bellevue, Washington $156M AUM
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
ETC
Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
RWA
Redhawk Wealth Advisors Minneapolis, Minnesota $1.02B AUM 35.15% 1-Year Est. Return

Guardian Wealth Management (Illinois)'s BSM Position: Q2 2026 in Review

Guardian Wealth Management (Illinois) reduced its Black Stone Minerals (BSM) stake by 5.1% in Q2 2026, selling an estimated $8.75K and leaving 11,778 shares worth $165K. The position accounts for 0.08% of the portfolio, ranked #66.

Guardian Wealth Management (Illinois) first reported a position in BSM in Q4 2021 and has held it in 19 quarters since. The position peaked at $213K in Q3 2023. 41 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Guardian Wealth Management (Illinois) held 11,778 shares of Black Stone Minerals worth $165K as of Q2 2026.
  • Guardian Wealth Management (Illinois) sold 629 Black Stone Minerals shares in Q2 2026, an estimated $8.75K.
  • Black Stone Minerals made up 0.08% of Guardian Wealth Management (Illinois)'s portfolio in Q2 2026, its #66 holding.
  • Guardian Wealth Management (Illinois) first reported a position in Black Stone Minerals in Q4 2021 and has held it in 19 quarters since.
  • Guardian Wealth Management (Illinois)'s Black Stone Minerals position peaked at $213K in Q3 2023.
  • 41 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Guardian Wealth Management (Illinois)'s 13F filing for Q2 2026, filed 13 Jul 2026.