SEC 13F Intelligence

Baldwin Wealth Partners LLC/Ma / BX

Baldwin Wealth Partners LLC/Ma’s Blackstone Inc Position

Does Baldwin Wealth Partners LLC/Ma own Blackstone Inc (BX)? Yes — 214.9K shares worth $25M (+1.80% of its 13F portfolio) as of Q1 2026, down from 233.3K shares the prior filed quarter.

Position Value
$25M
Q1 2026
Shares
214.9K
% of Portfolio
+1.80%
Quarters Held
27
currently held

Position History BX

Reported value by quarter
Q3 ’19: $21MQ3 ’19Q4 ’19: $24MQ1 ’20: $15MQ2 ’20: $18MQ3 ’20: $16MQ3 ’20Q4 ’20: $17MQ1 ’21: $20MQ2 ’21: $25MQ3 ’21: $27MQ3 ’21Q4 ’21: $30MQ1 ’22: $31MQ2 ’22: $22MQ3 ’22: $21MQ3 ’22Q4 ’22: $18MQ1 ’23: $21MQ2 ’23: $25MQ3 ’23: $29MQ3 ’23Q4 ’23: $35MQ1 ’24: $35MQ2 ’24: $30MQ3 ’24: $37MQ3 ’24Q4 ’24: $42MQ1 ’25: $34MQ2 ’25: $36MQ3 ’25: $40MQ3 ’25Q4 ’25: $36MQ1 ’26: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026214.9K$25M+1.80%
Q4 2025233.3K$36M+2.30%
Q3 2025234.1K$40M+2.60%
Q2 2025238.0K$36M+2.42%
Q1 2025244.4K$34M+2.40%
Q4 2024243.7K$42M+2.90%
Q3 2024242.8K$37M+2.53%
Q2 2024243.5K$30M+2.35%
Q1 2024265.2K$35M+2.62%
Q4 2023268.8K$35M+2.77%
Q3 2023266.8K$29M+2.46%
Q2 2023263.6K$25M+2.01%
Q1 2023242.5K$21M+1.86%
Q4 2022245.1K$18M+1.65%
Q3 2022246.0K$21M+2.85%
Q2 2022244.8K$22M+2.90%
Q1 2022242.1K$31M+3.26%
Q4 2021229.7K$30M+2.97%
Q3 2021235.0K$27M+3.03%
Q2 2021252.4K$25M+2.68%
Q1 2021269.7K$20M+2.39%
Q4 2020267.5K$17M+2.18%
Q3 2020311.1K$16M+2.22%
Q2 2020322.6K$18M+2.68%
Q1 2020335.9K$15M+2.68%
Q4 2019420.9K$24M+3.29%
Q3 2019421.4K$21M+3.10%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Baldwin Wealth Partners LLC/Ma’s full portfolio or all institutional holders of BX.