WP
MSB

Westmount Partners’s Mesabi Trust MSB Stock Holding History

Westmount Partners’s Portfolio MSB Stock Details MSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$426K Hold
16,856
– – 0.09% 172
2026
Q1 		$530K Sell
16,856
-4,000
-19% -$136K 0.13% 140
2025
Q4 		$803K Hold
20,856
– – 0.2% 92
2025
Q3 		$653K Hold
20,856
– – 0.17% 108
2025
Q2 		$500K Hold
20,856
– – 0.14% 127
2025
Q1 		$563K Hold
20,856
– – 0.17% 117
2024
Q4 		$583K Hold
20,856
– – 0.18% 106
2024
Q3 		$469K Hold
20,856
– – 0.14% 122
2024
Q2 		$360K Hold
20,856
– – 0.12% 138
2024
Q1 		$368K Hold
20,856
– – 0.13% 144
2023
Q4 		$426K Hold
20,856
– – 0.17% 122
2023
Q3 		$417K Hold
20,856
– – 0.18% 124
2023
Q2 		$426K Hold
20,856
– – 0.19% 112
2023
Q1 		$526K Hold
20,856
– – 0.24% 94
2022
Q4 		$375K Buy
+20,856
New +$414K 0.19% 119

Other funds holding MSB

CAMG
CWA Asset Management Group Naples, Florida $3.28B AUM 34.07% 1-Year Est. Return
OCPWS
One Charles Private Wealth Services Hingham, Massachusetts $434M AUM 22.37% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
APW
Aventura Private Wealth Aventura, Florida $326M AUM 34.36% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return