Wellington Shields Capital Management’s Blackstone Secured Lending BXSL Stock Holding History

Wellington Shields Capital Management’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	$187K	Buy	7,898 +433	+6%	+$10.8K	0.03%	245
2025 Q4	$197K	Hold	7,465	–	–	0.03%	236
2025 Q3	$195K	Hold	7,465	–	–	0.03%	240
2025 Q2	$230K	Hold	7,465	–	–	0.04%	222
2025 Q1	$242K	Hold	7,465	–	–	0.04%	210
2024 Q4	$241K	Sell	7,465 -1,000	-12%	-$31.3K	0.04%	217
2024 Q3	$248K	Hold	8,465	–	–	0.04%	226
2024 Q2	$259K	Buy	8,465 +500	+6%	+$15.6K	0.05%	213
2024 Q1	$248K	Buy	7,965 +715	+10%	+$20.9K	0.05%	216
2023 Q4	$200K	Hold	7,250	–	–	0.03%	225
2023 Q3	$198K	Hold	7,250	–	–	0.03%	229
2023 Q2	$198K	Buy	7,250 +2,000	+38%	+$51.5K	0.02%	225
2023 Q1	$131K	Hold	5,250	–	–	0.02%	244
2022 Q4	$117K	Sell	5,250 -1,600	-23%	-$37.5K	0.01%	253
2022 Q3	$156K	Buy	+6,850	New	+$163K	0.04%	235

Other funds holding BXSL

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Blackstone Inc New York $25.6B AUM 26.83% 1-Year Est. Return

Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return

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

Wellington Shields Capital Management's BXSL Position: Q1 2026 in Review

Wellington Shields Capital Management increased its Blackstone Secured Lending (BXSL) stake by 5.8% in Q1 2026, buying an estimated $10.8K and bringing the position to 7,898 shares worth $187K. The position accounts for 0.03% of the portfolio, ranked #245.

Wellington Shields Capital Management first reported a position in BXSL in Q3 2022 and has held it in 15 quarters since. The position peaked at $259K in Q2 2024. 377 funds tracked by Wall St. Rank hold BXSL as of Q1 2026.

Wellington Shields Capital Management held 7,898 shares of Blackstone Secured Lending worth $187K as of Q1 2026.
Wellington Shields Capital Management bought 433 Blackstone Secured Lending shares in Q1 2026, an estimated $10.8K.
Blackstone Secured Lending made up 0.03% of Wellington Shields Capital Management's portfolio in Q1 2026, its #245 holding.
Wellington Shields Capital Management first reported a position in Blackstone Secured Lending in Q3 2022 and has held it in 15 quarters since.
Wellington Shields Capital Management's Blackstone Secured Lending position peaked at $259K in Q2 2024.
377 funds tracked by Wall St. Rank held Blackstone Secured Lending as of Q1 2026.

Based on Wellington Shields Capital Management's 13F filing for Q1 2026, filed 4 May 2026.