IWA
BSM icon

Icon Wealth Advisors’s Black Stone Minerals BSM Stock Holding History

Icon Wealth 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
Q1 		$971K Sell
67,989
-1,814
-3% -$26.9K 0.06% 173
2025
Q4 		$928K Buy
69,803
+282
+0.4% +$3.81K 0.06% 179
2025
Q3 		$914K Sell
69,521
-14,742
-17% -$186K 0.06% 190
2025
Q2 		$1.1M Buy
84,263
+2,227
+3% +$30.8K 0.08% 158
2025
Q1 		$1.25M Buy
82,036
+253
+0.3% +$3.8K 0.1% 139
2024
Q4 		$1.19M Buy
81,783
+243
+0.3% +$3.62K 0.1% 141
2024
Q3 		$1.23M Sell
81,540
-1,424
-2% -$21.3K 0.1% 138
2024
Q2 		$1.25M Buy
82,964
+62,510
+306% +$1M 0.11% 131
2024
Q1 		$327K Buy
20,454
+2,003
+11% +$31.7K 0.03% 268
2023
Q4 		$294K Buy
+18,451
New +$318K 0.03% 267
2022
Q4 		$285K Hold
16,867
– – 0.03% 259
2022
Q3 		$264K Buy
+16,867
New +$256K 0.03% 261

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PDM
Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return