LWM
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LongView Wealth Management’s Black Stone Minerals BSM Stock Holding History

LongView Wealth Management’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
Q1 		– Sell
-10,440
Closed -$146K – 252
2025
Q4 		$146K Sell
10,440
-955
-8% -$12.9K 0.04% 249
2025
Q3 		$150K Sell
11,395
-1,286
-10% -$16.2K 0.04% 225
2025
Q2 		$166K Sell
12,681
-1,887
-13% -$26.1K 0.05% 214
2025
Q1 		$222K Sell
14,568
-1,276
-8% -$19.2K 0.07% 192
2024
Q4 		$231K Sell
15,844
-12,814
-45% -$191K 0.07% 185
2024
Q3 		$433K Sell
28,658
-3,592
-11% -$53.8K 0.14% 121
2024
Q2 		$505K Sell
32,250
-755
-2% -$12.1K 0.19% 97
2024
Q1 		$527K Sell
33,005
-730
-2% -$11.6K 0.21% 92
2023
Q4 		$548K Buy
+33,735
New +$581K 0.24% 88

Other funds holding BSM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMRU
William Marsh Rice University Houston, Texas $221M AUM 5.87% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.02B AUM 27.44% 1-Year Est. Return
IMA
Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return
N
Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return