O'Brien Greene & Co’s Black Stone Minerals BSM Stock Holding History

O'Brien Greene & Co’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	$1.51M	Hold	100,000	–	–	0.43%	42
2025 Q4	$1.33M	Hold	100,000	–	–	0.39%	44
2025 Q3	$1.31M	Hold	100,000	–	–	0.4%	46
2025 Q2	$1.31M	Hold	100,000	–	–	0.43%	45
2025 Q1	$1.53M	Hold	100,000	–	–	0.51%	43
2024 Q4	$1.46M	Hold	100,000	–	–	0.47%	46
2024 Q3	$1.51M	Hold	100,000	–	–	0.47%	43
2024 Q2	$1.57M	Hold	100,000	–	–	0.5%	41
2024 Q1	$1.6M	Hold	100,000	–	–	0.53%	40
2023 Q4	$1.6M	Hold	100,000	–	–	0.56%	37
2023 Q3	$1.72M	Sell	100,000 -10,000	-9%	-$170K	0.63%	38
2023 Q2	$1.75M	Hold	110,000	–	–	0.61%	38
2023 Q1	$1.73M	Hold	110,000	–	–	0.65%	36
2022 Q4	$1.86M	Sell	110,000 -220,000	-67%	-$3.89M	0.7%	38
2022 Q3	$5.16M	Buy	330,000 +220,000	+200%	+$3.34M	0.68%	39
2022 Q2	$1.51M	Buy	110,000 +10,000	+10%	+$152K	0.57%	42
2022 Q1	$1.35M	Buy	100,000 +20,000	+25%	+$238K	0.44%	45
2021 Q4	$826K	Buy	80,000 +22,000	+38%	+$254K	0.27%	67
2021 Q3	$699K	Buy	58,000 +18,000	+45%	+$191K	0.26%	71
2021 Q2	$430K	Hold	40,000	–	–	0.15%	96
2021 Q1	$349K	Buy	40,000 +10,000	+33%	+$88.8K	0.14%	100
2020 Q4	$200K	Buy	+30,000	New	+$203K	0.08%	114

Other funds holding BSM

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

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

Penn Davis McFarland Dallas, Texas $1.02B AUM 27.44% 1-Year Est. Return

Investment Management Associates Greenwood Village, Colorado $369M AUM 11.81% 1-Year Est. Return

Natixis Paris, France $25B AUM 26.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Long Corridor Asset Management Hong Kong $411M AUM 16.28% 1-Year Est. Return