Carson Wealth (CWM LLC)’s Blackstone BX Stock Holding History

Carson Wealth (CWM LLC)’s Portfolio BX Stock Details BX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$10.3M	Buy	89,727 +13,742	+18%	+$1.79M	0.03%	546
2025 Q4	$11.7M	Buy	75,985 +8,046	+12%	+$1.22M	0.03%	463
2025 Q3	$11.6M	Buy	67,939 +15,096	+29%	+$2.59M	0.03%	422
2025 Q2	$7.9M	Buy	52,843 +8,410	+19%	+$1.16M	0.03%	452
2025 Q1	$6.21M	Buy	44,433 +968	+2%	+$157K	0.02%	460
2024 Q4	$7.49M	Buy	43,465 +2,589	+6%	+$451K	0.03%	381
2024 Q3	$6.26M	Buy	40,876 +2,031	+5%	+$282K	0.03%	402
2024 Q2	$4.81M	Buy	38,845 +1,583	+4%	+$195K	0.02%	427
2024 Q1	$4.89M	Buy	37,262 +6,489	+21%	+$810K	0.02%	423
2023 Q4	$4.03M	Sell	30,773 -18,670	-38%	-$2.02M	0.02%	439
2023 Q3	$5.3M	Buy	49,443 +7,368	+18%	+$767K	0.03%	354
2023 Q2	$3.91M	Buy	42,075 +3,728	+10%	+$322K	0.02%	390
2023 Q1	$3.37M	Buy	38,347 +8,339	+28%	+$737K	0.02%	396
2022 Q4	$2.23M	Sell	30,008 -2,051	-6%	-$177K	0.02%	433
2022 Q3	$2.68M	Buy	32,059 +429	+1%	+$41.5K	0.02%	379
2022 Q2	$2.89M	Buy	31,630 +3,883	+14%	+$419K	0.02%	362
2022 Q1	$3.52M	Sell	27,747 -1,206	-4%	-$147K	0.03%	339
2021 Q4	$3.75M	Buy	+28,953	New	+$3.86M	0.03%	328
2021 Q2	$1.71M	Hold	17,591	–	–	0.01%	476
2021 Q1	$1.71M	Hold	17,591	–	–	0.01%	476
2020 Q4	$1.71M	Hold	17,591	–	–	0.01%	476
2020 Q3	$1.71M	Hold	17,591	–	–	0.01%	476
2020 Q2	$1.71M	Hold	17,591	–	–	0.01%	476
2020 Q1	$1.71M	Hold	17,591	–	–	0.01%	476
2019 Q4	$1.71M	Hold	17,591	–	–	0.01%	476
2019 Q3	$1.71M	Hold	17,591	–	–	0.01%	476
2019 Q2	$1.71M	Hold	17,591	–	–	0.01%	476
2019 Q1	$1.71M	Buy	17,591 +17,190	+4,287%	+$574K	0.01%	476
2018 Q4	$12K	Sell	401 -610	-60%	-$20.2K	﹤0.01%	1265
2018 Q3	$38K	Hold	1,011	–	–	﹤0.01%	800
2018 Q2	$33K	Hold	1,011	–	–	﹤0.01%	717
2018 Q1	$32K	Hold	1,011	–	–	﹤0.01%	629
2017 Q4	$32K	Sell	1,011 -100	-9%	-$3.26K	﹤0.01%	611
2017 Q3	$37K	Hold	1,111	–	–	﹤0.01%	572
2017 Q2	$37K	Hold	1,111	–	–	﹤0.01%	521
2017 Q1	$33K	Hold	1,111	–	–	﹤0.01%	524
2016 Q4	$30K	Hold	1,111	–	–	﹤0.01%	519
2016 Q3	$28K	Sell	1,111 -489	-31%	-$12.9K	﹤0.01%	506
2016 Q2	$39K	Hold	1,600	–	–	﹤0.01%	395
2016 Q1	$45K	Buy	+1,600	New	+$42.3K	﹤0.01%	352
2014 Q1	–	Sell	-13,582	Closed	-$420K	–	197
2013 Q4	$420K	Sell	13,582 -7,771	-36%	-$212K	0.07%	141
2013 Q3	$522K	Buy	+21,353	New	+$475K	0.14%	105

Other funds holding BX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC)'s BX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its Blackstone (BX) stake by 18% in Q1 2026, buying an estimated $1.79M and bringing the position to 89,727 shares worth $10.3M. The position accounts for 0.03% of the portfolio, ranked #546.

Carson Wealth (CWM LLC) first reported a position in BX in Q3 2013 and has held it in 42 quarters since. The position peaked at $11.7M in Q4 2025. 2,132 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Carson Wealth (CWM LLC) held 89,727 shares of Blackstone worth $10.3M as of Q1 2026.
Carson Wealth (CWM LLC) bought 13,742 Blackstone shares in Q1 2026, an estimated $1.79M.
Blackstone made up 0.03% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #546 holding.
Carson Wealth (CWM LLC) first reported a position in Blackstone in Q3 2013 and has held it in 42 quarters since.
Carson Wealth (CWM LLC)'s Blackstone position peaked at $11.7M in Q4 2025.
2,132 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.