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CapWealth Advisors, LLC

SEC CIK
0001531809
Latest filing
Jul 28, 2026

BX holding history

Blackstone Inc. in every 13F filed by CapWealth Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2023)
0
Sold out in Q2 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q1 2021
Holdings of BX by CapWealth Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20230$00.0%−58,047−100.0%Sold outHolders
Q1 202358,047$5.10M0.6%−12,603−17.8%ReducedHolders
Q4 202270,650$5.24M0.6%−831−1.2%ReducedHolders
Q3 202271,481$5.98M0.8%+1,805+2.6%AddedHolders
Q2 202269,676$6.36M0.8%+1,415+2.1%AddedHolders
Q1 202268,261$8.66M0.9%−66−0.1%ReducedHolders
Q4 202168,327$8.84M0.9%−376−0.5%ReducedHolders
Q3 202168,703$7.99M0.9%+1,032+1.5%AddedHolders
Q2 202167,671$6.57M0.7%+10,541+18.5%AddedHolders
Q1 202157,130$4.26M0.5%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.