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 Q2	$748K	Sell	53,564 -14,425	-21%	-$201K	0.05%	222
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 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 Boston, Massachusetts $2.3T AUM 54.33% 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

Icon Wealth Advisors's BSM Position: Q2 2026 in Review

Icon Wealth Advisors reduced its Black Stone Minerals (BSM) stake by 21% in Q2 2026, selling an estimated $201K and leaving 53,564 shares worth $748K. The position accounts for 0.05% of the portfolio, ranked #222.

Icon Wealth Advisors first reported a position in BSM in Q3 2022 and has held it in 13 quarters since. The position peaked at $1.25M in Q1 2025. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Icon Wealth Advisors held 53,564 shares of Black Stone Minerals worth $748K as of Q2 2026.
Icon Wealth Advisors sold 14,425 Black Stone Minerals shares in Q2 2026, an estimated $201K.
Black Stone Minerals made up 0.05% of Icon Wealth Advisors's portfolio in Q2 2026, its #222 holding.
Icon Wealth Advisors first reported a position in Black Stone Minerals in Q3 2022 and has held it in 13 quarters since.
Icon Wealth Advisors's Black Stone Minerals position peaked at $1.25M in Q1 2025.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.