Beaird Harris Wealth Management’s Blackstone Mortgage Trust BXMT Stock Holding History

Beaird Harris 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 Q1	–	Sell	-1,000	Closed	-$19.7K	–	693
2025 Q4	$19.7K	Buy	+1,000	New	+$19K	﹤0.01%	340
2025 Q2	–	Sell	-24,023	Closed	-$480K	–	625
2025 Q1	$480K	Buy	+24,023	New	+$464K	0.04%	85
2024 Q1	–	Sell	-85	Closed	-$1.81K	–	626
2023 Q4	$1.81K	Hold	85	–	–	﹤0.01%	473
2023 Q3	$1.85K	Buy	+85	New	+$1.89K	﹤0.01%	363
2023 Q1	–	Sell	-577	Closed	-$12.2K	–	520
2022 Q4	$12.2K	Buy	+577	New	+$13.7K	﹤0.01%	304

Other funds holding BXMT

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

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

GRS Advisors Chicago, Illinois $1.01B AUM 13.12% 1-Year Est. Return

Beaird Harris Wealth Management's BXMT Position: Q1 2026 in Review

Beaird Harris Wealth Management sold out of Blackstone Mortgage Trust (BXMT) in Q1 2026, closing a stake of 1,000 shares — an estimated $19.7K sold.

Beaird Harris Wealth Management first reported a position in BXMT in Q4 2022 and held it in 5 quarters. The position peaked at $480K in Q1 2025. 336 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

Beaird Harris Wealth Management reported no remaining Blackstone Mortgage Trust position as of Q1 2026 after selling out during the quarter.
Beaird Harris Wealth Management sold 1,000 Blackstone Mortgage Trust shares in Q1 2026, an estimated $19.7K.
Beaird Harris Wealth Management first reported a position in Blackstone Mortgage Trust in Q4 2022 and held it in 5 quarters.
Beaird Harris Wealth Management's Blackstone Mortgage Trust position peaked at $480K in Q1 2025.
336 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.