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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Gilliland Jeter Wealth Management's BX Position: Q1 2026 in Review

Gilliland Jeter Wealth Management reduced its Blackstone (BX) stake by 10% in Q1 2026, selling an estimated $69.6K and leaving 4,716 shares worth $542K. The position accounts for 0.16% of the portfolio, ranked #110.

Gilliland Jeter Wealth Management first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.07M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Gilliland Jeter Wealth Management held 4,716 shares of Blackstone worth $542K as of Q1 2026.
Gilliland Jeter Wealth Management sold 535 Blackstone shares in Q1 2026, an estimated $69.6K.
Blackstone made up 0.16% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #110 holding.
Gilliland Jeter Wealth Management first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's Blackstone position peaked at $1.07M in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.