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
Q2 		$5.09M Hold
343,843
– – 3.04% 7
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 $1.89T 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

Lummis Asset Management's BSM Position: Q2 2026 in Review

Lummis Asset Management held its Black Stone Minerals (BSM) position steady in Q2 2026 at 343,843 shares worth $5.09M. The position accounts for 3.04% of the portfolio, ranked #7.

Lummis Asset Management first reported a position in BSM in Q4 2023 and has held it in 11 quarters since. The position peaked at $5.39M in Q4 2023. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Lummis Asset Management held 343,843 shares of Black Stone Minerals worth $5.09M as of Q2 2026.
  • Lummis Asset Management left its Black Stone Minerals share count unchanged in Q2 2026.
  • Black Stone Minerals made up 3.04% of Lummis Asset Management's portfolio in Q2 2026, its #7 holding.
  • Lummis Asset Management first reported a position in Black Stone Minerals in Q4 2023 and has held it in 11 quarters since.
  • Lummis Asset Management's Black Stone Minerals position peaked at $5.39M in Q4 2023.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Lummis Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.