LMG Wealth Partners’s Black Stone Minerals BSM Stock Holding History

LMG Wealth Partners’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	$1.42M	Hold	101,824	–	–	0.23%	93
2026 Q1	$1.54M	Hold	101,824	–	–	0.28%	84
2025 Q4	$1.35M	Sell	101,824 -33,338	-25%	-$450K	0.25%	85
2025 Q3	$1.78M	Sell	135,162 -15,083	-10%	-$190K	0.33%	80
2025 Q2	$1.97M	Hold	150,245	–	–	0.4%	69
2025 Q1	$2.29M	Hold	150,245	–	–	0.51%	61
2024 Q4	$2.19M	Buy	+150,245	New	+$2.24M	0.48%	59
2023 Q1	–	Sell	-144,245	Closed	-$2.45M	–	105
2022 Q4	$2.45M	Buy	+144,245	New	+$2.55M	0.81%	41

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

LMG Wealth Partners's BSM Position: Q2 2026 in Review

LMG Wealth Partners held its Black Stone Minerals (BSM) position steady in Q2 2026 at 101,824 shares worth $1.42M. The position accounts for 0.23% of the portfolio, ranked #93.

LMG Wealth Partners first reported a position in BSM in Q4 2022 and has held it in 8 quarters since. The position peaked at $2.45M in Q4 2022. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

LMG Wealth Partners held 101,824 shares of Black Stone Minerals worth $1.42M as of Q2 2026.
LMG Wealth Partners left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up 0.23% of LMG Wealth Partners's portfolio in Q2 2026, its #93 holding.
LMG Wealth Partners first reported a position in Black Stone Minerals in Q4 2022 and has held it in 8 quarters since.
LMG Wealth Partners's Black Stone Minerals position peaked at $2.45M in Q4 2022.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.