BHWM
BX icon

Beaird Harris Wealth Management’s Blackstone BX Stock Holding History

Beaird Harris 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 		$30.8K Sell
262
-81
-24% -$9.73K ﹤0.01% 300
2026
Q1 		$39.4K Sell
343
-89
-21% -$11.6K ﹤0.01% 264
2025
Q4 		$66.6K Sell
432
-109
-20% -$16.6K ﹤0.01% 224
2025
Q3 		$92.4K Buy
541
+3
+0.6% +$514 0.01% 189
2025
Q2 		$80.5K Buy
538
+7
+1% +$962 0.01% 209
2025
Q1 		$74.2K Hold
531
– – 0.01% 192
2024
Q4 		$91.6K Buy
531
+228
+75% +$39.7K 0.01% 180
2024
Q3 		$46.4K Sell
303
-60
-17% -$8.32K ﹤0.01% 234
2024
Q2 		$44.9K Hold
363
– – ﹤0.01% 231
2024
Q1 		$47.7K Hold
363
– – ﹤0.01% 206
2023
Q4 		$47.5K Buy
+363
New +$39.3K 0.01% 189
2022
Q2 		– Sell
-655
Closed -$83K – 430
2022
Q1 		$83K Hold
655
– – 0.03% 150
2021
Q4 		$85K Buy
+655
New +$87.3K 0.03% 184

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

Beaird Harris Wealth Management's BX Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Blackstone (BX) stake by 24% in Q2 2026, selling an estimated $9.73K and leaving 262 shares worth $30.8K. The position accounts for ﹤0.01% of the portfolio, ranked #300.

Beaird Harris Wealth Management first reported a position in BX in Q4 2021 and has held it in 13 quarters since. The position peaked at $92.4K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Beaird Harris Wealth Management held 262 shares of Blackstone worth $30.8K as of Q2 2026.
  • Beaird Harris Wealth Management sold 81 Blackstone shares in Q2 2026, an estimated $9.73K.
  • Blackstone made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Beaird Harris Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 13 quarters since.
  • Beaird Harris Wealth Management's Blackstone position peaked at $92.4K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.