LAM
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Lummis Asset Management’s Black Stone Minerals BSM Stock Holding History

Lummis Asset 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 		$4.93M Buy
343,843
+800
+0.2% +$11.9K 2.94% 6
2025
Q4 		$4.51M Buy
343,043
+2,280
+0.7% +$30.8K 2.77% 9
2025
Q3 		$4.48M Buy
340,763
+250
+0.1% +$3.15K 2.94% 8
2025
Q2 		$4.27M Hold
340,513
– – 2.79% 9
2025
Q1 		$4.81M Buy
340,513
+337,518
+11,269% +$5.07M 3.34% 6
2024
Q4 		$43.7K Hold
2,995
– – 0.06% 62
2024
Q3 		$45.2K Buy
2,995
+580
+24% +$8.69K 0.05% 65
2024
Q2 		$37.8K Hold
2,415
– – 0.05% 63
2024
Q1 		$38.6K Sell
2,415
-335,103
-99% -$5.31M 0.05% 62
2023
Q4 		$5.39M Buy
+337,518
New +$5.81M 4.12% 4

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 $1.12B 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B 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

Lummis Asset Management's BSM Position: Q1 2026 in Review

Lummis Asset Management increased its Black Stone Minerals (BSM) stake by 0.23% in Q1 2026, buying an estimated $11.9K and bringing the position to 343,843 shares worth $4.93M. The position accounts for 2.94% of the portfolio, ranked #6.

Lummis Asset Management first reported a position in BSM in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.39M in Q4 2023. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

  • Lummis Asset Management held 343,843 shares of Black Stone Minerals worth $4.93M as of Q1 2026.
  • Lummis Asset Management bought 800 Black Stone Minerals shares in Q1 2026, an estimated $11.9K.
  • Black Stone Minerals made up 2.94% of Lummis Asset Management's portfolio in Q1 2026, its #6 holding.
  • Lummis Asset Management first reported a position in Black Stone Minerals in Q4 2023 and has held it in 10 quarters since.
  • Lummis Asset Management's Black Stone Minerals position peaked at $5.39M in Q4 2023.
  • 192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Lummis Asset Management's 13F filing for Q1 2026, filed 11 May 2026.