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 $1.89T 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
Brown Advisory
Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return
LCAM
Long Corridor Asset Management Hong Kong $331M AUM 10.35% 1-Year Est. Return

LongView Wealth Management's BSM Position: Q1 2026 in Review

LongView Wealth Management sold out of Black Stone Minerals (BSM) in Q1 2026, closing a stake of 10,440 shares — an estimated $146K sold.

LongView Wealth Management first reported a position in BSM in Q4 2023 and held it in 9 quarters. The position peaked at $548K in Q4 2023. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

  • LongView Wealth Management reported no remaining Black Stone Minerals position as of Q1 2026 after selling out during the quarter.
  • LongView Wealth Management sold 10,440 Black Stone Minerals shares in Q1 2026, an estimated $146K.
  • LongView Wealth Management first reported a position in Black Stone Minerals in Q4 2023 and held it in 9 quarters.
  • LongView Wealth Management's Black Stone Minerals position peaked at $548K in Q4 2023.
  • 192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on LongView Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.