Medallion Wealth Advisors’s LandBridge Co LB Stock Holding History

Medallion Wealth Advisors’s Portfolio LB Stock Details LB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$18.7K	Hold	271	–	–	0.01%	661
2025 Q4	$13.3K	Hold	271	–	–	﹤0.01%	711
2025 Q3	$14.5K	Hold	271	–	–	0.01%	693
2025 Q2	$18K	Hold	271	–	–	0.01%	641
2025 Q1	$19.7K	Hold	271	–	–	0.01%	575
2024 Q4	$17.5K	Buy	+271	New	+$16.3K	0.01%	575

Other funds holding LB

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

SIC

Schwartz Investment Counsel Plymouth, Michigan $3.01B AUM 27.22% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Medallion Wealth Advisors's LB Position: Q1 2026 in Review

Medallion Wealth Advisors held its LandBridge Co (LB) position steady in Q1 2026 at 271 shares worth $18.7K. The position accounts for 0.01% of the portfolio, ranked #661.

Medallion Wealth Advisors first reported a position in LB in Q4 2024 and has held it in 6 quarters since. The position peaked at $19.7K in Q1 2025. 187 funds tracked by Wall St. Rank hold LB as of Q1 2026.

Medallion Wealth Advisors held 271 shares of LandBridge Co worth $18.7K as of Q1 2026.
Medallion Wealth Advisors left its LandBridge Co share count unchanged in Q1 2026.
LandBridge Co made up 0.01% of Medallion Wealth Advisors's portfolio in Q1 2026, its #661 holding.
Medallion Wealth Advisors first reported a position in LandBridge Co in Q4 2024 and has held it in 6 quarters since.
Medallion Wealth Advisors's LandBridge Co position peaked at $19.7K in Q1 2025.
187 funds tracked by Wall St. Rank held LandBridge Co as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.