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CM Wealth Advisors’s Blackstone Secured Lending BXSL Stock Holding History

CM Wealth Advisors’s Portfolio BXSL Stock Details BXSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-10,860
Closed -$294K – 148
2025
Q4 		$294K Hold
10,860
– – 0.07% 115
2025
Q3 		$291K Hold
10,860
– – 0.08% 77
2025
Q2 		$342K Hold
10,860
– – 0.1% 68
2025
Q1 		$360K Hold
10,860
– – 0.12% 62
2024
Q4 		$359K Buy
+10,860
New +$340K 0.12% 64

Other funds holding BXSL

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Blackstone Inc
Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
OAC
OMERS Administration Corp Toronto, Ontario, Canada $15.6B AUM 24.73% 1-Year Est. Return

CM Wealth Advisors's BXSL Position: Q1 2026 in Review

CM Wealth Advisors sold out of Blackstone Secured Lending (BXSL) in Q1 2026, closing a stake of 10,860 shares — an estimated $294K sold.

CM Wealth Advisors first reported a position in BXSL in Q4 2024 and held it in 5 quarters. The position peaked at $360K in Q1 2025. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

  • CM Wealth Advisors reported no remaining Blackstone Secured Lending position as of Q1 2026 after selling out during the quarter.
  • CM Wealth Advisors sold 10,860 Blackstone Secured Lending shares in Q1 2026, an estimated $294K.
  • CM Wealth Advisors first reported a position in Blackstone Secured Lending in Q4 2024 and held it in 5 quarters.
  • CM Wealth Advisors's Blackstone Secured Lending position peaked at $360K in Q1 2025.
  • 377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on CM Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.