CFM Wealth Partners’s Blackstone BX Stock Holding History

CFM Wealth Partners’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	–	Sell	-1,302	Closed	-$201K	–	145
2025 Q4	$201K	Hold	1,302	–	–	0.03%	142
2025 Q3	$222K	Buy	+1,302	New	+$223K	0.03%	136
2025 Q1	–	Sell	-1,307	Closed	-$225K	–	140
2024 Q4	$225K	Hold	1,307	–	–	0.04%	131
2024 Q3	$200K	Sell	1,307 -692	-35%	-$96K	0.04%	142
2024 Q2	$247K	Sell	1,999 -435	-18%	-$53.5K	0.05%	133
2024 Q1	$320K	Buy	2,434 +3	+0.1%	+$375	0.06%	128
2023 Q4	$318K	Sell	2,431 -14	-0.6%	-$1.51K	0.07%	132
2023 Q3	$262K	Hold	2,445	–	–	0.07%	127
2023 Q2	$227K	Hold	2,445	–	–	0.06%	155
2023 Q1	$215K	Buy	+2,445	New	+$216K	0.06%	148
2022 Q4	–	Sell	-2,525	Closed	-$211K	–	155
2022 Q3	$211K	Hold	2,525	–	–	0.07%	147
2022 Q2	$230K	Sell	2,525 -190	-7%	-$20.5K	0.07%	151
2022 Q1	$345K	Hold	2,715	–	–	0.08%	138
2021 Q4	$344K	Hold	2,715	–	–	0.08%	136
2021 Q3	$315K	Hold	2,715	–	–	0.08%	142
2021 Q2	$264K	Hold	2,715	–	–	0.07%	145
2021 Q1	$202K	Buy	+2,715	New	+$187K	0.06%	167
2020 Q3	–	Sell	-2,715	Closed	-$153K	–	198
2020 Q2	$153K	Sell	2,715 -388	-13%	-$20.4K	0.06%	167
2020 Q1	$141K	Hold	3,103	–	–	0.07%	164
2019 Q4	$187K	Buy	+3,103	New	+$161K	0.07%	152

Other funds holding BX

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

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 $751B AUM 38.74% 1-Year Est. Return

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

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 $1.55T AUM 33.47% 1-Year Est. Return

CFM Wealth Partners's BX Position: Q1 2026 in Review

CFM Wealth Partners sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,302 shares — an estimated $201K sold.

CFM Wealth Partners first reported a position in BX in Q4 2019 and held it in 20 quarters. The position peaked at $345K in Q1 2022. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

CFM Wealth Partners reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
CFM Wealth Partners sold 1,302 Blackstone shares in Q1 2026, an estimated $201K.
CFM Wealth Partners first reported a position in Blackstone in Q4 2019 and held it in 20 quarters.
CFM Wealth Partners's Blackstone position peaked at $345K in Q1 2022.
2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on CFM Wealth Partners's 13F filing for Q1 2026, filed 21 Apr 2026.