CMH Wealth Management
BX icon

CMH Wealth Management’s Blackstone BX Stock Holding History

CMH 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
Q3 		$3.44M Sell
30,657
-5,375
-15% -$703K 0.52% 51
2026
Q2 		$4.24M Sell
36,032
-3,925
-10% -$472K 0.65% 48
2026
Q1 		$4.59M Buy
+39,957
New +$5.2M 0.79% 43
2022
Q3 		– Sell
-38,879
Closed -$3.55M – 48
2022
Q2 		$3.55M Buy
38,879
+1,750
+5% +$189K 1.28% 33
2022
Q1 		$4.71M Buy
37,129
+1,318
+4% +$161K 1.45% 27
2021
Q4 		$4.63M Buy
+35,811
New +$4.77M 1.4% 28

Other funds holding BX

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 20.64% 1-Year Est. Return

CMH Wealth Management's BX Position: Q3 2026 in Review

CMH Wealth Management reduced its Blackstone (BX) stake by 15% in Q3 2026, selling an estimated $703K and leaving 30,657 shares worth $3.44M. The position accounts for 0.52% of the portfolio, ranked #51.

CMH Wealth Management first reported a position in BX in Q4 2021 and has held it in 6 quarters since. The position peaked at $4.71M in Q1 2022. 1,882 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • CMH Wealth Management held 30,657 shares of Blackstone worth $3.44M as of Q3 2026.
  • CMH Wealth Management sold 5,375 Blackstone shares in Q3 2026, an estimated $703K.
  • Blackstone made up 0.52% of CMH Wealth Management's portfolio in Q3 2026, its #51 holding.
  • CMH Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 6 quarters since.
  • CMH Wealth Management's Blackstone position peaked at $4.71M in Q1 2022.
  • 1,882 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on CMH Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.