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Gilliland Jeter Wealth Management’s Blackstone BX Stock Holding History

Gilliland Jeter 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 		$334K Sell
2,836
-1,880
-40% -$226K 0.09% 157
2026
Q1 		$542K Sell
4,716
-535
-10% -$69.6K 0.16% 110
2025
Q4 		$809K Sell
5,251
-30
-0.6% -$4.56K 0.24% 81
2025
Q3 		$902K Sell
5,281
-32
-0.6% -$5.48K 0.28% 72
2025
Q2 		$795K Hold
5,313
– – 0.26% 84
2025
Q1 		$743K Sell
5,313
-897
-14% -$146K 0.26% 85
2024
Q4 		$1.07M Sell
6,210
-5
-0.1% -$871 0.36% 60
2024
Q3 		$952K Buy
6,215
+3
+0% +$416 0.31% 72
2024
Q2 		$769K Buy
6,212
+2
+0% +$246 0.26% 82
2024
Q1 		$816K Sell
6,210
-22
-0.4% -$2.75K 0.28% 79
2023
Q4 		$816K Buy
+6,232
New +$674K 0.34% 78

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

Gilliland Jeter Wealth Management's BX Position: Q2 2026 in Review

Gilliland Jeter Wealth Management reduced its Blackstone (BX) stake by 40% in Q2 2026, selling an estimated $226K and leaving 2,836 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #157.

Gilliland Jeter Wealth Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.07M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Gilliland Jeter Wealth Management held 2,836 shares of Blackstone worth $334K as of Q2 2026.
  • Gilliland Jeter Wealth Management sold 1,880 Blackstone shares in Q2 2026, an estimated $226K.
  • Blackstone made up 0.09% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #157 holding.
  • Gilliland Jeter Wealth Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • Gilliland Jeter Wealth Management's Blackstone position peaked at $1.07M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.