CM Wealth Advisors’s Blackstone BX Stock Holding History

CM Wealth Advisors’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 Q2	$375K	Sell	3,191 -325	-9%	-$39.1K	0.07%	120
2026 Q1	$404K	Sell	3,516 -481	-12%	-$62.6K	0.09%	99
2025 Q4	$616K	Buy	+3,997	New	+$607K	0.14%	66
2024 Q2	–	Sell	-4,718	Closed	-$573K	–	89
2024 Q1	$573K	Buy	+4,718	New	+$589K	0.16%	70
2023 Q3	–	Sell	-5,316	Closed	-$563K	–	91
2023 Q2	$563K	Sell	5,316 -23,762	-82%	-$2.05M	0.18%	60
2023 Q1	$2.48M	Buy	+29,078	New	+$2.57M	0.48%	32

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

CM Wealth Advisors's BX Position: Q2 2026 in Review

CM Wealth Advisors reduced its Blackstone (BX) stake by 9.2% in Q2 2026, selling an estimated $39.1K and leaving 3,191 shares worth $375K. The position accounts for 0.07% of the portfolio, ranked #120.

CM Wealth Advisors first reported a position in BX in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.48M in Q1 2023. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

CM Wealth Advisors held 3,191 shares of Blackstone worth $375K as of Q2 2026.
CM Wealth Advisors sold 325 Blackstone shares in Q2 2026, an estimated $39.1K.
Blackstone made up 0.07% of CM Wealth Advisors's portfolio in Q2 2026, its #120 holding.
CM Wealth Advisors first reported a position in Blackstone in Q1 2023 and has held it in 6 quarters since.
CM Wealth Advisors's Blackstone position peaked at $2.48M in Q1 2023.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.