Spirit of America Management Corp’s Black Stone Minerals BSM Stock Holding History

Spirit of America Management Corp’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	$461K	Sell	32,999 -5,000	-13%	-$69.6K	0.09%	193
2026 Q1	$575K	Hold	37,999	–	–	0.11%	166
2025 Q4	$505K	Sell	37,999 -43,000	-53%	-$581K	0.11%	176
2025 Q3	$1.06M	Sell	80,999 -62,000	-43%	-$780K	0.21%	125
2025 Q2	$1.87M	Sell	142,999 -76,000	-35%	-$1.05M	0.39%	72
2025 Q1	$3.34M	Sell	218,999 -26,000	-11%	-$390K	0.68%	39
2024 Q4	$3.58M	Sell	244,999 -73,000	-23%	-$1.09M	0.72%	35
2024 Q3	$4.8M	Sell	317,999 -62,500	-16%	-$936K	0.96%	26
2024 Q2	$5.96M	Sell	380,499 -47,000	-11%	-$752K	1.21%	22
2024 Q1	$6.83M	Sell	427,499 -30,750	-7%	-$487K	1.38%	18
2023 Q4	$7.31M	Sell	458,249 -15,000	-3%	-$258K	1.6%	18
2023 Q3	$8.15M	Hold	473,249	–	–	1.84%	15
2023 Q2	$7.55M	Sell	473,249 -7,000	-1%	-$112K	1.7%	16
2023 Q1	$7.54M	Buy	480,249 +1,500	+0.3%	+$23.5K	1.68%	16
2022 Q4	$8.08M	Buy	478,749 +3,500	+0.7%	+$61.9K	1.81%	13
2022 Q3	$7.44M	Buy	475,249 +13,000	+3%	+$197K	1.76%	15
2022 Q2	$6.33M	Buy	462,249 +31,000	+7%	+$471K	1.44%	19
2022 Q1	$5.8M	Buy	431,249 +9,500	+2%	+$113K	1.14%	25
2021 Q4	$4.36M	Buy	421,749 +33,500	+9%	+$387K	0.87%	31
2021 Q3	$4.68M	Buy	388,249 +4,500	+1%	+$47.7K	1.01%	30
2021 Q2	$4.13M	Hold	383,749	–	–	0.88%	30
2021 Q1	$3.35M	Hold	383,749	–	–	0.79%	35
2020 Q4	$2.56M	Hold	383,749	–	–	0.64%	44
2020 Q3	$2.36M	Hold	383,749	–	–	0.64%	45
2020 Q2	$2.49M	Hold	383,749	–	–	0.64%	42
2020 Q1	$1.8M	Sell	383,749 -31,780	-8%	-$293K	0.58%	42
2019 Q4	$5.29M	Sell	415,529 -38,570	-8%	-$491K	0.92%	28
2019 Q3	$6.47M	Buy	454,099 +72,491	+19%	+$1.06M	1.05%	26
2019 Q2	$5.92M	Buy	+381,608	New	+$6.51M	0.89%	34

Other funds holding BSM

WMRU

William Marsh Rice University Houston, Texas $219M AUM 16.08% 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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

SCM

Saber Capital Management Fuquay Varina, North Carolina $147M AUM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LAM

Lummis Asset Management Fort Worth, Texas $167M AUM 24.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Spirit of America Management Corp's BSM Position: Q2 2026 in Review

Spirit of America Management Corp reduced its Black Stone Minerals (BSM) stake by 13% in Q2 2026, selling an estimated $69.6K and leaving 32,999 shares worth $461K. The position accounts for 0.09% of the portfolio, ranked #193.

Spirit of America Management Corp first reported a position in BSM in Q2 2019 and has held it in 29 quarters since. The position peaked at $8.15M in Q3 2023. 116 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Spirit of America Management Corp held 32,999 shares of Black Stone Minerals worth $461K as of Q2 2026.
Spirit of America Management Corp sold 5,000 Black Stone Minerals shares in Q2 2026, an estimated $69.6K.
Black Stone Minerals made up 0.09% of Spirit of America Management Corp's portfolio in Q2 2026, its #193 holding.
Spirit of America Management Corp first reported a position in Black Stone Minerals in Q2 2019 and has held it in 29 quarters since.
Spirit of America Management Corp's Black Stone Minerals position peaked at $8.15M in Q3 2023.
116 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Spirit of America Management Corp's 13F filing for Q2 2026, filed 14 Jul 2026.