LPL Financial’s Blackstone Mortgage Trust BXMT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.75M Buy
220,984
+28,424
+15% +$531K ﹤0.01% 3070
2026
Q1
$3.69M Sell
192,560
-43,152
-18% -$832K ﹤0.01% 2910
2025
Q4
$4.51M Sell
235,712
-10,144
-4% -$192K ﹤0.01% 2618
2025
Q3
$4.53M Buy
245,856
+4,943
+2% +$95.4K ﹤0.01% 2564
2025
Q2
$4.64M Buy
240,913
+11,143
+5% +$211K ﹤0.01% 2370
2025
Q1
$4.6M Sell
229,770
-4,796
-2% -$92.7K ﹤0.01% 2219
2024
Q4
$4.08M Sell
234,566
-24,127
-9% -$446K ﹤0.01% 2237
2024
Q3
$4.92M Buy
258,693
+17,799
+7% +$327K ﹤0.01% 2006
2024
Q2
$4.2M Sell
240,894
-22,617
-9% -$408K ﹤0.01% 2002
2024
Q1
$5.25M Sell
263,511
-50,116
-16% -$1.01M ﹤0.01% 1736
2023
Q4
$6.67M Buy
313,627
+6,671
+2% +$144K ﹤0.01% 1503
2023
Q3
$6.68M Sell
306,956
-27,617
-8% -$612K ﹤0.01% 1427
2023
Q2
$6.96M Buy
334,573
+31,106
+10% +$572K 0.01% 1382
2023
Q1
$5.42M Buy
303,467
+1,345
+0.4% +$28.7K ﹤0.01% 1455
2022
Q4
$6.4M Sell
302,122
-117,565
-28% -$2.78M 0.01% 1300
2022
Q3
$9.79M Buy
419,687
+9,884
+2% +$286K 0.01% 968
2022
Q2
$11.3M Buy
409,803
+78,413
+24% +$2.37M 0.01% 901
2022
Q1
$10.5M Buy
331,390
+67,790
+26% +$2.13M 0.01% 961
2021
Q4
$8.07M Buy
263,600
+12,656
+5% +$402K 0.01% 1153
2021
Q3
$7.61M Sell
250,944
-95,300
-28% -$3.02M 0.01% 1110
2021
Q2
$11M Buy
346,244
+18,268
+6% +$588K 0.01% 849
2021
Q1
$10.2M Sell
327,976
-29,533
-8% -$859K 0.01% 820
2020
Q4
$9.84M Buy
357,509
+42,137
+13% +$1.06M 0.01% 753
2020
Q3
$6.93M Buy
315,372
+5,419
+2% +$127K 0.01% 794
2020
Q2
$7.47M Buy
309,953
+78,913
+34% +$1.81M 0.01% 695
2020
Q1
$4.3M Buy
231,040
+16,877
+8% +$573K 0.01% 806
2019
Q4
$7.97M Buy
214,163
+38,542
+22% +$1.4M 0.01% 661
2019
Q3
$6.3M Sell
175,621
-28,504
-14% -$1.01M 0.01% 703
2019
Q2
$7.26M Buy
204,125
+2,545
+1% +$90.5K 0.02% 632
2019
Q1
$6.97M Buy
201,580
+24,558
+14% +$834K 0.02% 629
2018
Q4
$5.64M Buy
177,022
+22,578
+15% +$764K 0.02% 639
2018
Q3
$5.17M Buy
154,444
+11,676
+8% +$390K 0.01% 720
2018
Q2
$4.49M Buy
142,768
+6,227
+5% +$196K 0.01% 757
2018
Q1
$4.29M Buy
136,541
+9,039
+7% +$283K 0.01% 759
2017
Q4
$4.1M Sell
127,502
-24,834
-16% -$797K 0.01% 737
2017
Q3
$4.72M Buy
152,336
+17,339
+13% +$539K 0.02% 619
2017
Q2
$4.27M Buy
134,997
+15,480
+13% +$482K 0.02% 614
2017
Q1
$3.7M Buy
+119,517
New +$3.68M 0.03% 539
2016
Q2
Sell
-102,221
Closed -$2.71M 2661
2016
Q1
$2.71M Sell
102,221
-222
-0.2% -$5.6K 0.01% 1017
2015
Q4
$2.75M Buy
102,443
+94,500
+1,190% +$2.63M 0.01% 990
2015
Q3
$222K Buy
+7,943
New +$227K ﹤0.01% 2438

Other funds holding BXMT

LPL Financial's BXMT Position: Q2 2026 in Review

LPL Financial increased its Blackstone Mortgage Trust (BXMT) stake by 15% in Q2 2026, buying an estimated $531K and bringing the position to 220,984 shares worth $3.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3070.

LPL Financial first reported a position in BXMT in Q3 2015 and has held it in 41 quarters since. The position peaked at $11.3M in Q2 2022. 347 funds tracked by Wall St. Rank hold BXMT as of Q2 2026.

  • LPL Financial held 220,984 shares of Blackstone Mortgage Trust worth $3.75M as of Q2 2026.
  • LPL Financial bought 28,424 Blackstone Mortgage Trust shares in Q2 2026, an estimated $531K.
  • Blackstone Mortgage Trust made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3070 holding.
  • LPL Financial first reported a position in Blackstone Mortgage Trust in Q3 2015 and has held it in 41 quarters since.
  • LPL Financial's Blackstone Mortgage Trust position peaked at $11.3M in Q2 2022.
  • 347 funds tracked by Wall St. Rank held Blackstone Mortgage Trust as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.