One Charles Private Wealth Services’s LandBridge Co LB Stock Holding History

One Charles Private Wealth Services’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 Q2	$17.8M	Sell	224,152 -11,613	-5%	-$797K	4.09%	6
2026 Q1	$16.3M	Sell	235,765 -942	-0.4%	-$59.9K	4.07%	5
2025 Q4	$11.6M	Sell	236,707 -8,275	-3%	-$481K	3%	8
2025 Q3	$13.1M	Buy	244,982 +66,806	+37%	+$3.68M	3.43%	8
2025 Q2	$12M	Buy	178,176 +53,738	+43%	+$3.87M	3.38%	9
2025 Q1	$8.95M	Buy	124,438 +46,185	+59%	+$3.27M	2.9%	9
2024 Q4	$5.06M	Buy	+78,253	New	+$4.7M	1.7%	12

Other funds holding LB

First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return

HKAM

Horizon Kinetics Asset Management New York $8.82B AUM 23.05% 1-Year Est. Return

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

T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SIC

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

One Charles Private Wealth Services's LB Position: Q2 2026 in Review

One Charles Private Wealth Services reduced its LandBridge Co (LB) stake by 4.9% in Q2 2026, selling an estimated $797K and leaving 224,152 shares worth $17.8M. The position accounts for 4.09% of the portfolio, ranked #6.

One Charles Private Wealth Services first reported a position in LB in Q4 2024 and has held it in 7 quarters since. 193 funds tracked by Wall St. Rank hold LB as of Q2 2026.

One Charles Private Wealth Services held 224,152 shares of LandBridge Co worth $17.8M as of Q2 2026.
One Charles Private Wealth Services sold 11,613 LandBridge Co shares in Q2 2026, an estimated $797K.
LandBridge Co made up 4.09% of One Charles Private Wealth Services's portfolio in Q2 2026, its #6 holding.
One Charles Private Wealth Services first reported a position in LandBridge Co in Q4 2024 and has held it in 7 quarters since.
193 funds tracked by Wall St. Rank held LandBridge Co as of Q2 2026.

Based on One Charles Private Wealth Services's 13F filing for Q2 2026, filed 15 Jul 2026.