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BCS Wealth Management’s Blackstone BX Stock Holding History

BCS 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 		– Sell
-2,352
Closed -$363K – 262
2025
Q4 		$363K Buy
2,352
+879
+60% +$134K 0.04% 263
2025
Q3 		$252K Sell
1,473
-195
-12% -$33.4K 0.06% 213
2025
Q2 		$249K Buy
1,668
+196
+13% +$26.9K 0.05% 224
2025
Q1 		$206K Hold
1,472
– – 0.05% 237
2024
Q4 		$254K Buy
1,472
+2
+0.1% +$348 0.06% 217
2024
Q3 		$225K Buy
+1,470
New +$204K 0.1% 149

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

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

BCS Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,352 shares — an estimated $363K sold.

BCS Wealth Management first reported a position in BX in Q3 2024 and held it in 6 quarters. The position peaked at $363K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • BCS Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • BCS Wealth Management sold 2,352 Blackstone shares in Q1 2026, an estimated $363K.
  • BCS Wealth Management first reported a position in Blackstone in Q3 2024 and held it in 6 quarters.
  • BCS Wealth Management's Blackstone position peaked at $363K in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on BCS Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.