MC
BSM icon

Moors & Cabot’s Black Stone Minerals BSM Stock Holding History

Moors & Cabot’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 		$855K Buy
61,200
+500
+0.8% +$6.96K 0.03% 430
2026
Q1 		$918K Sell
60,700
-1,000
-2% -$14.8K 0.04% 397
2025
Q4 		$820K Sell
61,700
-1,000
-2% -$13.5K 0.04% 407
2025
Q3 		$824K Sell
62,700
-300
-0.5% -$3.77K 0.04% 404
2025
Q2 		$824K Buy
63,000
+900
+1% +$12.4K 0.04% 386
2025
Q1 		$948K Sell
62,100
-35,850
-37% -$538K 0.05% 339
2024
Q4 		$1.43M Buy
97,950
+4,500
+5% +$67.1K 0.07% 253
2024
Q3 		$1.41M Buy
93,450
+3,000
+3% +$44.9K 0.07% 251
2024
Q2 		$1.42M Buy
90,450
+500
+0.6% +$8K 0.08% 234
2024
Q1 		$1.44M Buy
89,950
+8,800
+11% +$139K 0.08% 234
2023
Q4 		$1.3M Hold
81,150
– – 0.08% 237
2023
Q3 		$1.4M Sell
81,150
-4,800
-6% -$81.8K 0.09% 206
2023
Q2 		$1.37M Buy
85,950
+1,300
+2% +$20.8K 0.09% 212
2023
Q1 		$1.33M Buy
84,650
+3,050
+4% +$47.8K 0.09% 224
2022
Q4 		$1.38M Buy
81,600
+2,000
+3% +$35.4K 0.1% 212
2022
Q3 		$1.25M Buy
79,600
+7,900
+11% +$120K 0.1% 218
2022
Q2 		$982K Buy
71,700
+1,600
+2% +$24.3K 0.07% 273
2022
Q1 		$944K Buy
70,100
+1,750
+3% +$20.9K 0.06% 305
2021
Q4 		$706K Buy
68,350
+2,600
+4% +$30K 0.04% 374
2021
Q3 		$789K Buy
65,750
+26,850
+69% +$285K 0.05% 325
2021
Q2 		$418K Buy
+38,900
New +$392K 0.03% 476

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

Moors & Cabot's BSM Position: Q2 2026 in Review

Moors & Cabot increased its Black Stone Minerals (BSM) stake by 0.82% in Q2 2026, buying an estimated $6.96K and bringing the position to 61,200 shares worth $855K. The position accounts for 0.03% of the portfolio, ranked #430.

Moors & Cabot first reported a position in BSM in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.44M in Q1 2024. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

  • Moors & Cabot held 61,200 shares of Black Stone Minerals worth $855K as of Q2 2026.
  • Moors & Cabot bought 500 Black Stone Minerals shares in Q2 2026, an estimated $6.96K.
  • Black Stone Minerals made up 0.03% of Moors & Cabot's portfolio in Q2 2026, its #430 holding.
  • Moors & Cabot first reported a position in Black Stone Minerals in Q2 2021 and has held it in 21 quarters since.
  • Moors & Cabot's Black Stone Minerals position peaked at $1.44M in Q1 2024.
  • 200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Moors & Cabot's 13F filing for Q2 2026, filed 10 Aug 2026.