IMA
BSM icon

Investment Management Associates’s Black Stone Minerals BSM Stock Holding History

Investment Management Associates’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 		$25.8M Sell
1,848,184
-52,818
-3% -$735K 5.3% 7
2026
Q1 		$28.7M Sell
1,901,002
-1,419
-0.1% -$21K 6.85% 5
2025
Q4 		$25.3M Sell
1,902,421
-32,318
-2% -$436K 6.97% 5
2025
Q3 		$25.4M Buy
1,934,739
+356,852
+23% +$4.49M 7.49% 4
2025
Q2 		$20.6M Buy
1,577,887
+42,553
+3% +$588K 6.91% 6
2025
Q1 		$23.4M Sell
1,535,334
-8,848
-0.6% -$133K 9.59% 3
2024
Q4 		$22.5M Buy
1,544,182
+363,962
+31% +$5.43M 9.84% 2
2024
Q3 		$17.8M Sell
1,180,220
-51,226
-4% -$767K 6.97% 4
2024
Q2 		$19.3M Sell
1,231,446
-7,853
-0.6% -$126K 6.62% 5
2024
Q1 		$19.8M Buy
1,239,299
+17,910
+1% +$284K 6.83% 5
2023
Q4 		$19.5M Buy
1,221,389
+188,975
+18% +$3.25M 7.54% 4
2023
Q3 		$17.8M Buy
1,032,414
+3,102
+0.3% +$52.9K 7.42% 3
2023
Q2 		$16.4M Buy
1,029,312
+3,064
+0.3% +$49K 5.97% 7
2023
Q1 		$16.1M Buy
1,026,248
+41,672
+4% +$653K 6.64% 5
2022
Q4 		$16.6M Buy
984,576
+276,786
+39% +$4.9M 6.95% 2
2022
Q3 		$11.1M Sell
707,790
-4,464
-0.6% -$67.7K 5.21% 7
2022
Q2 		$11.1M Buy
712,254
+144,803
+26% +$2.2M 4.77% 8
2022
Q1 		$7.64M Sell
567,451
-9,582
-2% -$114K 3.4% 11
2021
Q4 		$5.96M Buy
577,033
+242,475
+72% +$2.8M 2.71% 16
2021
Q3 		$4.03M Buy
334,558
+126,029
+60% +$1.34M 2.1% 19
2021
Q2 		$2.24M Buy
208,529
+166,229
+393% +$1.68M 1.17% 26
2021
Q1 		$369K Buy
+42,300
New +$376K 0.22% 47

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
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
MA
Mudita Advisors London, United Kingdom $481M AUM 73.74% 1-Year Est. Return

Investment Management Associates's BSM Position: Q2 2026 in Review

Investment Management Associates reduced its Black Stone Minerals (BSM) stake by 2.8% in Q2 2026, selling an estimated $735K and leaving 1,848,184 shares worth $25.8M. The position accounts for 5.3% of the portfolio, ranked #7.

Investment Management Associates first reported a position in BSM in Q1 2021 and has held it in 22 quarters since. The position peaked at $28.7M in Q1 2026. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Investment Management Associates held 1,848,184 shares of Black Stone Minerals worth $25.8M as of Q2 2026.
  • Investment Management Associates sold 52,818 Black Stone Minerals shares in Q2 2026, an estimated $735K.
  • Black Stone Minerals made up 5.3% of Investment Management Associates's portfolio in Q2 2026, its #7 holding.
  • Investment Management Associates first reported a position in Black Stone Minerals in Q1 2021 and has held it in 22 quarters since.
  • Investment Management Associates's Black Stone Minerals position peaked at $28.7M in Q1 2026.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Investment Management Associates's 13F filing for Q2 2026, filed 3 Aug 2026.