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Linscomb Wealth’s Black Stone Minerals BSM Stock Holding History

Linscomb Wealth’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
2025
Q1 		– Sell
-11,000
Closed -$161K – 295
2024
Q4 		$161K Hold
11,000
– – 0.01% 289
2024
Q3 		$166K Hold
11,000
– – 0.01% 287
2024
Q2 		$172K Hold
11,000
– – 0.01% 283
2024
Q1 		$176K Hold
11,000
– – 0.01% 281
2023
Q4 		$176K Hold
11,000
– – 0.01% 272
2023
Q3 		$190K Hold
11,000
– – 0.01% 265
2023
Q2 		$175K Hold
11,000
– – 0.01% 270
2023
Q1 		$173K Sell
11,000
-3,010
-21% -$47.1K 0.01% 281
2022
Q4 		$236K Buy
14,010
+3,010
+27% +$53.3K 0.01% 313
2022
Q3 		$172K Sell
11,000
-548
-5% -$8.31K 0.01% 278
2022
Q2 		$158K Sell
11,548
-253
-2% -$3.84K 0.01% 283
2022
Q1 		$159K Buy
11,801
+801
+7% +$9.55K 0.01% 341
2021
Q4 		$114K Hold
11,000
– – 0.01% 335
2021
Q3 		$133K Hold
11,000
– – 0.01% 330
2021
Q2 		$118K Hold
11,000
– – 0.01% 331
2021
Q1 		$96K Hold
11,000
– – 0.01% 327
2020
Q4 		$73K Hold
11,000
– – ﹤0.01% 314
2020
Q3 		$68K Hold
11,000
– – ﹤0.01% 289
2020
Q2 		$72K Sell
11,000
-6,541
-37% -$41.6K 0.01% 292
2020
Q1 		$82K Buy
+17,541
New +$162K 0.01% 384

Other funds holding BSM

WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $1.12B AUM 32.35% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $420M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
MA
Mudita Advisors London, United Kingdom $490M AUM 66.64% 1-Year Est. Return

Linscomb Wealth's BSM Position: Q1 2025 in Review

Linscomb Wealth sold out of Black Stone Minerals (BSM) in Q1 2025, closing a stake of 11,000 shares — an estimated $161K sold.

Linscomb Wealth first reported a position in BSM in Q1 2020 and held it in 20 quarters. The position peaked at $236K in Q4 2022. 177 funds tracked by Wall St. Rank hold BSM as of Q1 2025.

  • Linscomb Wealth reported no remaining Black Stone Minerals position as of Q1 2025 after selling out during the quarter.
  • Linscomb Wealth sold 11,000 Black Stone Minerals shares in Q1 2025, an estimated $161K.
  • Linscomb Wealth first reported a position in Black Stone Minerals in Q1 2020 and held it in 20 quarters.
  • Linscomb Wealth's Black Stone Minerals position peaked at $236K in Q4 2022.
  • 177 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2025.

Based on Linscomb Wealth's 13F filing for Q1 2025, filed 12 May 2025.