LPL Financial
BSM icon

LPL Financial’s Black Stone Minerals BSM Stock Holding History

LPL Financial’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 		$2.33M Sell
166,849
-4,791
-3% -$66.6K ﹤0.01% 3587
2026
Q1 		$2.6M Sell
171,640
-5,177
-3% -$76.8K ﹤0.01% 3249
2025
Q4 		$2.35M Buy
176,817
+10,167
+6% +$137K ﹤0.01% 3238
2025
Q3 		$2.19M Sell
166,650
-9,078
-5% -$114K ﹤0.01% 3234
2025
Q2 		$2.3M Buy
175,728
+28,222
+19% +$390K ﹤0.01% 2996
2025
Q1 		$2.25M Buy
147,506
+11,430
+8% +$172K ﹤0.01% 2841
2024
Q4 		$1.99M Buy
136,076
+16,174
+13% +$241K ﹤0.01% 2863
2024
Q3 		$1.81M Sell
119,902
-44,792
-27% -$671K ﹤0.01% 2825
2024
Q2 		$2.58M Sell
164,694
-2,672
-2% -$42.8K ﹤0.01% 2383
2024
Q1 		$2.67M Sell
167,366
-37,417
-18% -$593K ﹤0.01% 2281
2023
Q4 		$3.27M Buy
204,783
+42,957
+27% +$739K ﹤0.01% 2013
2023
Q3 		$2.79M Buy
161,826
+46,216
+40% +$788K ﹤0.01% 2031
2023
Q2 		$1.84M Buy
115,610
+50,187
+77% +$803K ﹤0.01% 2325
2023
Q1 		$1.03M Buy
65,423
+11,743
+22% +$184K ﹤0.01% 2736
2022
Q4 		$906K Buy
53,680
+317
+0.6% +$5.61K ﹤0.01% 2725
2022
Q3 		$835K Buy
53,363
+9,517
+22% +$144K ﹤0.01% 2686
2022
Q2 		$600K Buy
43,846
+16,500
+60% +$251K ﹤0.01% 3055
2022
Q1 		$368K Buy
27,346
+5,006
+22% +$59.7K ﹤0.01% 3417
2021
Q4 		$231K Buy
22,340
+1,464
+7% +$16.9K ﹤0.01% 3885
2021
Q3 		$252K Buy
+20,876
New +$221K ﹤0.01% 3784

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

LPL Financial's BSM Position: Q2 2026 in Review

LPL Financial reduced its Black Stone Minerals (BSM) stake by 2.8% in Q2 2026, selling an estimated $66.6K and leaving 166,849 shares worth $2.33M. The position accounts for ﹤0.01% of the portfolio, ranked #3587.

LPL Financial first reported a position in BSM in Q3 2021 and has held it in 20 quarters since. The position peaked at $3.27M in Q4 2023. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • LPL Financial held 166,849 shares of Black Stone Minerals worth $2.33M as of Q2 2026.
  • LPL Financial sold 4,791 Black Stone Minerals shares in Q2 2026, an estimated $66.6K.
  • Black Stone Minerals made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3587 holding.
  • LPL Financial first reported a position in Black Stone Minerals in Q3 2021 and has held it in 20 quarters since.
  • LPL Financial's Black Stone Minerals position peaked at $3.27M in Q4 2023.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.