Position in BX
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$1,058,559
+$6,286 QoQ
Shares Held
8,996
-1.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.68%
of 13F equity value
Holder Rank
#1,034
of 2,112 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Boltwood Capital Management holds $1,993,302 across 3 Asset Management names. BX ranks #1 (53.1% of the industry book) .
All Filings in BX
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,058,559 | 8,996 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $1,052,273 | 9,151 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $1,377,549 | 8,937 | Shares | Sole | 2026-01-02 | |
| 2025-09-30 | $1,528,082 | 8,944 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $1,335,599 | 8,929 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $1,186,592 | 8,489 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $1,017,450 | 5,901 | Shares | Sole | 2025-01-06 | |
| 2024-09-30 | $919,698 | 6,006 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $776,968 | 6,276 | Shares | Sole | 2024-07-08 | |
| 2024-03-31 | $810,947 | 6,173 | Shares | Sole | 2024-04-04 | |
| 2023-12-31 | $803,586 | 6,138 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $654,946 | 6,113 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $573,903 | 6,173 | Shares | Sole | 2023-07-06 | |
| 2023-03-31 | $490,235 | 5,581 | Shares | Sole | 2023-04-04 | |
| 2022-12-31 | $394,913 | 5,323 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $369,117 | 4,410 | Shares | Sole | 2022-10-04 | |
| 2022-06-30 | $315,838 | 3,462 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $377,900 | 2,977 | Shares | Sole | 2022-04-20 | |
| No filing history on record for this holder in this stock. | ||||||