Clay Northam Wealth Management’s Blackstone BX Stock Holding History

Clay Northam 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	-1,500	Closed	-$231K	–	104
2025 Q4	$231K	Hold	1,500	–	–	0.13%	90
2025 Q3	$256K	Hold	1,500	–	–	0.15%	83
2025 Q2	$224K	Hold	1,500	–	–	0.14%	80
2025 Q1	$210K	Hold	1,500	–	–	0.15%	84
2024 Q4	$259K	Hold	1,500	–	–	0.17%	73
2024 Q3	$230K	Buy	+1,500	New	+$208K	0.16%	82

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Clay Northam Wealth Management's BX Position: Q1 2026 in Review

Clay Northam Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,500 shares — an estimated $231K sold.

Clay Northam Wealth Management first reported a position in BX in Q3 2024 and held it in 6 quarters. The position peaked at $259K in Q4 2024. 2,140 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Clay Northam Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Clay Northam Wealth Management sold 1,500 Blackstone shares in Q1 2026, an estimated $231K.
Clay Northam Wealth Management first reported a position in Blackstone in Q3 2024 and held it in 6 quarters.
Clay Northam Wealth Management's Blackstone position peaked at $259K in Q4 2024.
2,140 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Clay Northam Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.