Sumitomo Mitsui Trust Group’s Black Stone Minerals BSM Stock Holding History

Sumitomo Mitsui Trust Group’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	$699K	Hold	50,000	–	–	﹤0.01%	924
2026 Q1	$756K	Hold	50,000	–	–	﹤0.01%	885
2025 Q4	$665K	Hold	50,000	–	–	﹤0.01%	903
2025 Q3	$657K	Sell	50,000 -18,000	-26%	-$227K	﹤0.01%	903
2025 Q2	$889K	Hold	68,000	–	–	﹤0.01%	863
2025 Q1	$1.04M	Hold	68,000	–	–	﹤0.01%	855
2024 Q4	$993K	Hold	68,000	–	–	﹤0.01%	881
2024 Q3	$1.03M	Hold	68,000	–	–	﹤0.01%	894
2024 Q2	$1.07M	Hold	68,000	–	–	﹤0.01%	892
2024 Q1	$1.09M	Hold	68,000	–	–	﹤0.01%	959
2023 Q4	$1.09M	Hold	68,000	–	–	﹤0.01%	970
2023 Q3	$1.17M	Hold	68,000	–	–	﹤0.01%	967
2023 Q2	$1.08M	Hold	68,000	–	–	﹤0.01%	988
2023 Q1	$1.07M	Hold	68,000	–	–	﹤0.01%	990
2022 Q4	$1.15M	Sell	68,000 -44,000	-39%	-$779K	﹤0.01%	1008
2022 Q3	$1.75M	Hold	112,000	–	–	﹤0.01%	961
2022 Q2	$1.53M	Sell	112,000 -24,000	-18%	-$364K	﹤0.01%	985
2022 Q1	$1.83M	Hold	136,000	–	–	﹤0.01%	964
2021 Q4	$1.41M	Sell	136,000 -81,000	-37%	-$935K	﹤0.01%	995
2021 Q3	$2.62M	Hold	217,000	–	–	﹤0.01%	911
2021 Q2	$2.33M	Sell	217,000 -40,000	-16%	-$403K	﹤0.01%	936
2021 Q1	$2.24M	Sell	257,000 -18,000	-7%	-$160K	﹤0.01%	921
2020 Q4	$1.84M	Sell	275,000 -61,000	-18%	-$412K	﹤0.01%	912
2020 Q3	$2.06M	Hold	336,000	–	–	﹤0.01%	881
2020 Q2	$2.18M	Buy	336,000 +217,000	+182%	+$1.38M	﹤0.01%	872
2020 Q1	$557K	Sell	119,000 -5,000	-4%	-$46K	﹤0.01%	989
2019 Q4	$1.58M	Buy	124,000 +71,000	+134%	+$904K	﹤0.01%	915
2019 Q3	$755K	Sell	53,000 -18,000	-25%	-$264K	﹤0.01%	967
2019 Q2	$1.1M	Buy	71,000 +18,000	+34%	+$307K	﹤0.01%	889
2019 Q1	$935K	Sell	53,000 -11,000	-17%	-$189K	﹤0.01%	847
2018 Q4	$1M	Hold	64,000	–	–	﹤0.01%	800
2018 Q3	$1.17M	Sell	64,000 -6,000	-9%	-$109K	﹤0.01%	803
2018 Q2	$1.29M	Buy	70,000 +30,000	+75%	+$540K	﹤0.01%	803
2018 Q1	$662K	Sell	40,000 -34,000	-46%	-$605K	﹤0.01%	825
2017 Q4	$1.33M	Buy	74,000 +13,000	+21%	+$229K	﹤0.01%	794
2017 Q3	$1.06M	Hold	61,000	–	–	﹤0.01%	808
2017 Q2	$961K	Hold	61,000	–	–	﹤0.01%	799
2017 Q1	$1.01M	Hold	61,000	–	–	﹤0.01%	775
2016 Q4	$1.15M	Buy	+61,000	New	+$1.12M	﹤0.01%	773

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

Sumitomo Mitsui Trust Group's BSM Position: Q2 2026 in Review

Sumitomo Mitsui Trust Group held its Black Stone Minerals (BSM) position steady in Q2 2026 at 50,000 shares worth $699K. The position accounts for ﹤0.01% of the portfolio, ranked #924.

Sumitomo Mitsui Trust Group first reported a position in BSM in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.62M in Q3 2021. 200 funds tracked by Wall St. Rank hold BSM as of Q2 2026.

Sumitomo Mitsui Trust Group held 50,000 shares of Black Stone Minerals worth $699K as of Q2 2026.
Sumitomo Mitsui Trust Group left its Black Stone Minerals share count unchanged in Q2 2026.
Black Stone Minerals made up ﹤0.01% of Sumitomo Mitsui Trust Group's portfolio in Q2 2026, its #924 holding.
Sumitomo Mitsui Trust Group first reported a position in Black Stone Minerals in Q4 2016 and has held it in 39 quarters since.
Sumitomo Mitsui Trust Group's Black Stone Minerals position peaked at $2.62M in Q3 2021.
200 funds tracked by Wall St. Rank held Black Stone Minerals as of Q2 2026.

Based on Sumitomo Mitsui Trust Group's 13F filing for Q2 2026, filed 30 Jul 2026.