Abound Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Abound Wealth Management’s Portfolio BXMT Stock Details BXMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$85	Sell	5 -4	-44%	-$75	﹤0.01%	1311
2026 Q1	$173	Hold	9	–	–	﹤0.01%	1279
2025 Q4	$173	Hold	9	–	–	﹤0.01%	1233
2025 Q3	$166	Hold	9	–	–	﹤0.01%	1183
2025 Q2	$174	Hold	9	–	–	﹤0.01%	1094
2025 Q1	$180	Sell	9 -4	-31%	-$77	﹤0.01%	1025
2024 Q4	$227	Hold	13	–	–	﹤0.01%	1007
2024 Q3	$248	Buy	+13	New	+$239	﹤0.01%	1050

Other funds holding BXMT

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

Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Abound Wealth Management's BXMT Position: Q2 2026 in Review

Abound Wealth Management reduced its Blackstone Mortgage Trust (BXMT) stake by 44% in Q2 2026, selling an estimated $75 and leaving 5 shares worth $85. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

Abound Wealth Management first reported a position in BXMT in Q3 2024 and has held it in 8 quarters since. The position peaked at $248 in Q3 2024. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

Abound Wealth Management held 5 shares of Blackstone Mortgage Trust worth $85 as of Q2 2026.
Abound Wealth Management sold 4 Blackstone Mortgage Trust shares in Q2 2026, an estimated $75.
Blackstone Mortgage Trust made up ﹤0.01% of Abound Wealth Management's portfolio in Q2 2026, its #1311 holding.
Abound Wealth Management first reported a position in Blackstone Mortgage Trust in Q3 2024 and has held it in 8 quarters since.
Abound Wealth Management's Blackstone Mortgage Trust position peaked at $248 in Q3 2024.
347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.