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Axxcess Wealth Management’s Blackstone BX Stock Holding History

Axxcess 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
Q2 		$1.1M Buy
+9,316
New +$1.12M 0.02% 506
2026
Q1 		– Sell
-60,288
Closed -$9.29M – 465
2025
Q4 		$9.29M Buy
60,288
+4,494
+8% +$683K 0.16% 126
2025
Q3 		$9.53M Sell
55,794
-1,395
-2% -$239K 0.2% 93
2025
Q2 		$8.55M Buy
57,189
+106
+0.2% +$14.6K 0.2% 98
2025
Q1 		$7.98M Sell
57,083
-950
-2% -$154K 0.21% 87
2024
Q4 		$10M Sell
58,033
-1,463
-2% -$255K 0.24% 75
2024
Q3 		$9.11M Buy
59,496
+889
+2% +$123K 0.22% 81
2024
Q2 		$7.26M Buy
58,607
+5,938
+11% +$731K 0.19% 94
2024
Q1 		$6.92M Buy
52,669
+965
+2% +$121K 0.19% 96
2023
Q4 		$6.77M Buy
51,704
+3,225
+7% +$349K 0.2% 101
2023
Q3 		$5.19M Buy
48,479
+3,007
+7% +$313K 0.18% 106
2023
Q2 		$4.23M Buy
45,472
+11,303
+33% +$976K 0.31% 75
2023
Q1 		$3M Buy
34,169
+748
+2% +$66.1K 0.23% 96
2022
Q4 		$2.48M Buy
33,421
+24,691
+283% +$2.13M 0.2% 107
2022
Q3 		$731K Buy
8,730
+102
+1% +$9.88K 0.07% 245
2022
Q2 		$787K Buy
8,628
+1,062
+14% +$115K 0.07% 224
2022
Q1 		$960K Sell
7,566
-1,124
-13% -$137K 0.08% 227
2021
Q4 		$1.13M Buy
+8,690
New +$1.16M 0.08% 191

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Axxcess Wealth Management's BX Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Blackstone (BX) in Q2 2026: 9,316 shares worth $1.1M. The stake represents 0.02% of the portfolio and ranks #506 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in BX as recently as Q4 2025.

Axxcess Wealth Management first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $10M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Axxcess Wealth Management held 9,316 shares of Blackstone worth $1.1M as of Q2 2026.
  • Blackstone was a new Axxcess Wealth Management position in Q2 2026.
  • Blackstone made up 0.02% of Axxcess Wealth Management's portfolio in Q2 2026, its #506 holding.
  • Axxcess Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Blackstone position peaked at $10M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.