Northwestern University’s Black Stone Minerals BSM Stock Holding History

Northwestern University’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	–	Sell	-1,086,025	Closed	-$15.7M	–	4
2025 Q4	$15.7M	Buy	+1,086,025	New	+$14.7M	14.83%	2
2020 Q4	–	Sell	-2,508,475	Closed	-$15.4M	–	4
2020 Q3	$15.4M	Hold	2,508,475	–	–	9.29%	2
2020 Q2	$16.3M	Hold	2,508,475	–	–	10.72%	2
2020 Q1	$11.7M	Hold	2,508,475	–	–	7.98%	2
2019 Q4	$31.9M	Hold	2,508,475	–	–	15.51%	2
2019 Q3	$35.7M	Hold	2,508,475	–	–	18.57%	2
2019 Q2	$38.9M	Buy	2,508,475 +1,422,450	+131%	+$24.2M	19.47%	2
2019 Q1	$19.2M	Hold	1,086,025	–	–	11.62%	2
2018 Q4	$16.8M	Hold	1,086,025	–	–	10.65%	2
2018 Q3	$19.8M	Hold	1,086,025	–	–	11.73%	2
2018 Q2	$20.1M	Hold	1,086,025	–	–	13.29%	2
2018 Q1	$18M	Hold	1,086,025	–	–	6.67%	3
2017 Q4	$19.5M	Hold	1,086,025	–	–	8.78%	3
2017 Q3	$18.8M	Hold	1,086,025	–	–	13.09%	2
2017 Q2	$17.1M	Hold	1,086,025	–	–	12.87%	2
2017 Q1	$17.9M	Hold	1,086,025	–	–	13.62%	2
2016 Q4	$20.4M	Hold	1,086,025	–	–	15.51%	2
2016 Q3	$19.3M	Hold	1,086,025	–	–	14.38%	2
2016 Q2	$16.8M	Hold	1,086,025	–	–	14.57%	2
2016 Q1	$15.2M	Hold	1,086,025	–	–	13.54%	2
2015 Q4	$15.7M	Buy	+1,086,025	New	+$15.7M	14.83%	2

Other funds holding BSM

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

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 1-Year Est. Return

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

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

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Northwestern University's BSM Position: Q1 2026 in Review

Northwestern University sold out of Black Stone Minerals (BSM) in Q1 2026, closing a stake of 1,086,025 shares — an estimated $15.7M sold.

Northwestern University first reported a position in BSM in Q4 2015 and held it in 21 quarters. The position peaked at $38.9M in Q2 2019. 192 funds tracked by Wall St. Rank hold BSM as of Q1 2026.

Northwestern University reported no remaining Black Stone Minerals position as of Q1 2026 after selling out during the quarter.
Northwestern University sold 1,086,025 Black Stone Minerals shares in Q1 2026, an estimated $15.7M.
Northwestern University first reported a position in Black Stone Minerals in Q4 2015 and held it in 21 quarters.
Northwestern University's Black Stone Minerals position peaked at $38.9M in Q2 2019.
192 funds tracked by Wall St. Rank held Black Stone Minerals as of Q1 2026.

Based on Northwestern University's 13F filing for Q1 2026, filed 16 Apr 2026.