Carson Wealth (CWM LLC)
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Carson Wealth (CWM LLC)’s Blackstone Mortgage Trust BXMT Stock Holding History

Carson Wealth (CWM LLC)’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 		$297K Buy
15,522
+3,300
+27% +$63.6K ﹤0.01% 2389
2025
Q4 		$234K Buy
12,222
+510
+4% +$9.67K ﹤0.01% 2440
2025
Q3 		$216K Buy
11,712
+1,199
+11% +$23.1K ﹤0.01% 2380
2025
Q2 		$202K Buy
10,513
+315
+3% +$5.97K ﹤0.01% 2160
2025
Q1 		$204K Buy
10,198
+204
+2% +$3.94K ﹤0.01% 1910
2024
Q4 		$174K Sell
9,994
-620
-6% -$11.5K ﹤0.01% 1914
2024
Q3 		$202K Sell
10,614
-570
-5% -$10.5K ﹤0.01% 1746
2024
Q2 		$195K Buy
11,184
+458
+4% +$8.27K ﹤0.01% 1596
2024
Q1 		$214K Sell
10,726
-2,130
-17% -$42.9K ﹤0.01% 1486
2023
Q4 		$273K Buy
12,856
+897
+8% +$19.3K ﹤0.01% 1288
2023
Q3 		$260K Sell
11,959
-637
-5% -$14.1K ﹤0.01% 1204
2023
Q2 		$262K Sell
12,596
-1,219
-9% -$22.4K ﹤0.01% 1160
2023
Q1 		$247K Buy
13,815
+8,816
+176% +$188K ﹤0.01% 1121
2022
Q4 		$106K Sell
4,999
-10
-0.2% -$237 ﹤0.01% 1355
2022
Q3 		$117K Sell
5,009
-17
-0.3% -$492 ﹤0.01% 1272
2022
Q2 		$139K Buy
5,026
+30
+0.6% +$908 ﹤0.01% 1182
2022
Q1 		$159K Buy
4,996
+194
+4% +$6.09K ﹤0.01% 1138
2021
Q4 		$147K Buy
+4,802
New +$153K ﹤0.01% 1156
2021
Q2 		$66K Hold
2,071
– – ﹤0.01% 1283
2021
Q1 		$66K Hold
2,071
– – ﹤0.01% 1283
2020
Q4 		$66K Hold
2,071
– – ﹤0.01% 1283
2020
Q3 		$66K Hold
2,071
– – ﹤0.01% 1283
2020
Q2 		$66K Hold
2,071
– – ﹤0.01% 1283
2020
Q1 		$66K Hold
2,071
– – ﹤0.01% 1283
2019
Q4 		$66K Hold
2,071
– – ﹤0.01% 1283
2019
Q3 		$66K Hold
2,071
– – ﹤0.01% 1283
2019
Q2 		$66K Hold
2,071
– – ﹤0.01% 1283
2019
Q1 		$66K Buy
2,071
+2,040
+6,581% +$69.2K ﹤0.01% 1283
2018
Q4 		$1K Hold
31
– – ﹤0.01% 1849
2018
Q3 		$1K Sell
31
-31
-50% -$1.03K ﹤0.01% 1624
2018
Q2 		$2K Buy
+62
New +$1.95K ﹤0.01% 1356

Other funds holding BXMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $32.9B AUM 23.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
GRS Advisors Chicago, Illinois $1.18B AUM 26.04% 1-Year Est. Return

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

Carson Wealth (CWM LLC) increased its Blackstone Mortgage Trust (BXMT) stake by 27% in Q1 2026, buying an estimated $63.6K and bringing the position to 15,522 shares worth $297K. The position accounts for ﹤0.01% of the portfolio, ranked #2389.

Carson Wealth (CWM LLC) first reported a position in BXMT in Q2 2018 and has held it in 31 quarters since. 337 funds tracked by Wall St. Rank hold BXMT as of Q1 2026.

  • Carson Wealth (CWM LLC) held 15,522 shares of Blackstone Mortgage Trust worth $297K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 3,300 Blackstone Mortgage Trust shares in Q1 2026, an estimated $63.6K.
  • Blackstone Mortgage Trust made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2389 holding.
  • Carson Wealth (CWM LLC) first reported a position in Blackstone Mortgage Trust in Q2 2018 and has held it in 31 quarters since.
  • 337 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q1 2026.

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