Carson Wealth (CWM LLC)
BX icon

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
2014
Q1 		– Sell
-99
Closed -$89K – 196
2013
Q4 		$89K Buy
+99
New +$2.7K 0.01% 207

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
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. 2,126 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.
  • 2,126 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.