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Angeles Wealth Management’s Blackstone BX Stock Holding History

Angeles Wealth Management’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.5M Sell
13,076
-127
-1% -$16.5K 0.08% 91
2025
Q4 		$2.04M Buy
13,203
+429
+3% +$65.2K 0.11% 74
2025
Q3 		$2.18M Buy
12,774
+95
+0.7% +$16.3K 0.13% 59
2025
Q2 		$1.9M Buy
12,679
+860
+7% +$118K 0.13% 59
2025
Q1 		$1.65M Buy
11,819
+76
+0.6% +$12.3K 0.14% 62
2024
Q4 		$2.02M Buy
11,743
+143
+1% +$24.9K 0.17% 54
2024
Q3 		$1.78M Buy
11,600
+183
+2% +$25.4K 0.15% 52
2024
Q2 		$1.41M Sell
11,417
-120
-1% -$14.8K 0.13% 58
2024
Q1 		$1.52M Buy
11,537
+154
+1% +$19.2K 0.15% 52
2023
Q4 		$1.49M Buy
11,383
+20
+0.2% +$2.16K 0.18% 50
2023
Q3 		$1.22M Buy
11,363
+146
+1% +$15.2K 0.17% 49
2023
Q2 		$1.04M Buy
11,217
+35
+0.3% +$3.02K 0.14% 68
2023
Q1 		$982K Sell
11,182
-568
-5% -$50.2K 0.15% 70
2022
Q4 		$872K Buy
+11,750
New +$1.01M 0.15% 76

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Angeles Wealth Management's BX Position: Q1 2026 in Review

Angeles Wealth Management reduced its Blackstone (BX) stake by 0.96% in Q1 2026, selling an estimated $16.5K and leaving 13,076 shares worth $1.5M. The position accounts for 0.08% of the portfolio, ranked #91.

Angeles Wealth Management first reported a position in BX in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.18M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Angeles Wealth Management held 13,076 shares of Blackstone worth $1.5M as of Q1 2026.
  • Angeles Wealth Management sold 127 Blackstone shares in Q1 2026, an estimated $16.5K.
  • Blackstone made up 0.08% of Angeles Wealth Management's portfolio in Q1 2026, its #91 holding.
  • Angeles Wealth Management first reported a position in Blackstone in Q4 2022 and has held it in 14 quarters since.
  • Angeles Wealth Management's Blackstone position peaked at $2.18M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.