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 Q2	$978K	Sell	70,000 -30,000	-30%	-$417K	0.27%	58
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 $1.89T AUM 35.08% 1-Year Est. Return

WMRU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Natixis Paris, France $24.8B AUM 35.22% 1-Year Est. Return

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 Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

O'Brien Greene & Co's BSM Position: Q2 2026 in Review

O'Brien Greene & Co reduced its Black Stone Minerals (BSM) stake by 30% in Q2 2026, selling an estimated $417K and leaving 70,000 shares worth $978K. The position accounts for 0.27% of the portfolio, ranked #58.

O'Brien Greene & Co first reported a position in BSM in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.16M in Q3 2022. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

O'Brien Greene & Co held 70,000 shares of Black Stone Minerals worth $978K as of Q2 2026.
O'Brien Greene & Co sold 30,000 Black Stone Minerals shares in Q2 2026, an estimated $417K.
Black Stone Minerals made up 0.27% of O'Brien Greene & Co's portfolio in Q2 2026, its #58 holding.
O'Brien Greene & Co first reported a position in Black Stone Minerals in Q4 2020 and has held it in 23 quarters since.
O'Brien Greene & Co's Black Stone Minerals position peaked at $5.16M in Q3 2022.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on O'Brien Greene & Co's 13F filing for Q2 2026, filed 6 Aug 2026.