CWM
BX icon

Chesapeake Wealth Management’s Blackstone BX Stock Holding History

Chesapeake Wealth Management’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
-1,555
Closed -$240K – 162
2025
Q4 		$240K Sell
1,555
-23
-1% -$3.5K 0.07% 144
2025
Q3 		$270K Sell
1,578
-15
-0.9% -$2.57K 0.08% 141
2025
Q2 		$238K Sell
1,593
-30
-2% -$4.12K 0.08% 149
2025
Q1 		$227K Hold
1,623
– – 0.08% 148
2024
Q4 		$280K Sell
1,623
-15
-0.9% -$2.61K 0.1% 137
2024
Q3 		$251K Buy
+1,638
New +$227K 0.09% 146
2024
Q2 		– Sell
-1,595
Closed -$210K – 156
2024
Q1 		$210K Sell
1,595
-128
-7% -$16K 0.08% 148
2023
Q4 		$226K Buy
+1,723
New +$186K 0.09% 143
2023
Q2 		– Sell
-2,862
Closed -$251K – 156
2023
Q1 		$251K Sell
2,862
-385
-12% -$34K 0.1% 141
2022
Q4 		$241K Sell
3,247
-2,827
-47% -$244K 0.11% 145
2022
Q3 		$509K Sell
6,074
-8,633
-59% -$836K 0.23% 99
2022
Q2 		$1.34M Sell
14,707
-514
-3% -$55.5K 0.57% 50
2022
Q1 		$1.93M Sell
15,221
-73
-0.5% -$8.9K 0.7% 34
2021
Q4 		$1.98M Buy
15,294
+430
+3% +$57.3K 0.67% 37
2021
Q3 		$1.73M Sell
14,864
-91
-0.6% -$10.6K 0.62% 41
2021
Q2 		$1.45M Buy
14,955
+524
+4% +$46.5K 0.47% 55
2021
Q1 		$1.07M Buy
14,431
+1,519
+12% +$105K 0.36% 75
2020
Q4 		$837K Buy
12,912
+169
+1% +$9.84K 0.29% 92
2020
Q3 		$665K Buy
12,743
+1,479
+13% +$79.2K 0.25% 97
2020
Q2 		$638K Buy
11,264
+3,435
+44% +$181K 0.25% 95
2020
Q1 		$357K Buy
+7,829
New +$433K 0.16% 125

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

Chesapeake Wealth Management's BX Position: Q1 2026 in Review

Chesapeake Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,555 shares — an estimated $240K sold.

Chesapeake Wealth Management first reported a position in BX in Q1 2020 and held it in 21 quarters. The position peaked at $1.98M in Q4 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Chesapeake Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Chesapeake Wealth Management sold 1,555 Blackstone shares in Q1 2026, an estimated $240K.
  • Chesapeake Wealth Management first reported a position in Blackstone in Q1 2020 and held it in 21 quarters.
  • Chesapeake Wealth Management's Blackstone position peaked at $1.98M in Q4 2021.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Chesapeake Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.