WMS Partners’s Texas Pacific Land TPL Stock Holding History

WMS Partners’s Portfolio TPL Stock Details TPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-1,500	Closed	-$553K	–	245
2024 Q4	$553K	Sell	1,500 -750	-33%	-$307K	0.03%	170
2024 Q3	$664K	Hold	2,250	–	–	0.04%	150
2024 Q2	$551K	Hold	2,250	–	–	0.04%	148
2024 Q1	$434K	Hold	2,250	–	–	0.03%	178
2023 Q4	$393K	Hold	2,250	–	–	0.03%	180
2023 Q3	$456K	Hold	2,250	–	–	0.04%	161
2023 Q2	$329K	Sell	2,250 -9	-0.4%	-$1.44K	0.03%	205
2023 Q1	$427K	Hold	2,259	–	–	0.04%	172
2022 Q4	$588K	Sell	2,259 -2,241	-50%	-$594K	0.06%	137
2022 Q3	$889K	Hold	4,500	–	–	0.12%	95
2022 Q2	$744K	Hold	4,500	–	–	0.12%	103
2022 Q1	$676K	Buy	+4,500	New	+$593K	0.09%	110
2021 Q4	–	Sell	-5,022	Closed	-$675K	–	263
2021 Q3	$675K	Hold	5,022	–	–	0.1%	113
2021 Q2	$893K	Buy	5,022 +108	+2%	+$18.8K	0.13%	87
2021 Q1	$868K	Sell	4,914 -27	-0.5%	-$3.36K	0.2%	73
2020 Q4	$399K	Sell	4,941 -306	-6%	-$19.4K	0.07%	153
2020 Q3	$263K	Hold	5,247	–	–	0.05%	190
2020 Q2	$347K	Buy	+5,247	New	+$322K	0.07%	148
2020 Q1	–	Sell	-4,500	Closed	-$391K	–	219
2019 Q4	$391K	Hold	4,500	–	–	0.09%	155
2019 Q3	$325K	Hold	4,500	–	–	0.08%	164
2019 Q2	$393K	Hold	4,500	–	–	0.1%	134
2019 Q1	$387K	Hold	4,500	–	–	0.1%	128
2018 Q4	$271K	Hold	4,500	–	–	0.08%	147
2018 Q3	$431K	Hold	4,500	–	–	0.05%	136
2018 Q2	$348K	Hold	4,500	–	–	0.04%	149
2018 Q1	$253K	Hold	4,500	–	–	0.03%	185
2017 Q4	$223K	Hold	4,500	–	–	0.03%	215
2017 Q3	$202K	Buy	+4,500	New	+$180K	0.02%	204

Other funds holding TPL

HKAM

Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

SoftVest Advisors Abilene, Texas $872M AUM 28.76% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

WMS Partners's TPL Position: Q1 2025 in Review

WMS Partners sold out of Texas Pacific Land (TPL) in Q1 2025, closing a stake of 1,500 shares — an estimated $553K sold.

WMS Partners first reported a position in TPL in Q3 2017 and held it in 28 quarters. The position peaked at $893K in Q2 2021. 748 funds tracked by Wall St. Rank hold TPL as of Q1 2025.

WMS Partners reported no remaining Texas Pacific Land position as of Q1 2025 after selling out during the quarter.
WMS Partners sold 1,500 Texas Pacific Land shares in Q1 2025, an estimated $553K.
WMS Partners first reported a position in Texas Pacific Land in Q3 2017 and held it in 28 quarters.
WMS Partners's Texas Pacific Land position peaked at $893K in Q2 2021.
748 funds tracked by Wall St. Rank held Texas Pacific Land as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.