Lido Advisors
BSM icon

Lido Advisors’s Black Stone Minerals BSM Stock Holding History

Lido 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 		$161K Buy
11,553
+956
+9% +$13.3K ﹤0.01% 1989
2026
Q1 		$160K Buy
10,597
+514
+5% +$7.62K ﹤0.01% 1812
2025
Q4 		$134K Buy
+10,083
New +$136K ﹤0.01% 1822

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
IMA
Investment Management Associates Greenwood Village, Colorado $487M AUM 11.51% 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

Lido Advisors's BSM Position: Q2 2026 in Review

Lido Advisors increased its Black Stone Minerals (BSM) stake by 9% in Q2 2026, buying an estimated $13.3K and bringing the position to 11,553 shares worth $161K. The position accounts for ﹤0.01% of the portfolio, ranked #1989.

Lido Advisors first reported a position in BSM in Q4 2025 and has held it in 3 quarters since. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Lido Advisors held 11,553 shares of Black Stone Minerals worth $161K as of Q2 2026.
  • Lido Advisors bought 956 Black Stone Minerals shares in Q2 2026, an estimated $13.3K.
  • Black Stone Minerals made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1989 holding.
  • Lido Advisors first reported a position in Black Stone Minerals in Q4 2025 and has held it in 3 quarters since.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.