Glass Jacobson Investment Advisors’s Blackstone BX Stock Holding History

Glass Jacobson Investment Advisors’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	$319K	Sell	2,770 -111	-4%	-$14.4K	0.11%	151
2025 Q4	$444K	Buy	2,881 +18	+0.6%	+$2.73K	0.16%	124
2025 Q3	$489K	Sell	2,863 -118	-4%	-$20.2K	0.18%	121
2025 Q2	$446K	Sell	2,981 -277	-9%	-$38.1K	0.17%	123
2025 Q1	$562K	Hold	3,258	–	–	0.18%	132
2024 Q4	$562K	Sell	3,258 -149	-4%	-$26K	0.18%	132
2024 Q3	$522K	Buy	3,407 +14	+0.4%	+$1.94K	0.17%	133
2024 Q2	$420K	Buy	3,393 +14	+0.4%	+$1.72K	0.15%	149
2024 Q1	$444K	Sell	3,379 -274	-8%	-$34.2K	0.17%	137
2023 Q4	$478K	Sell	3,653 -153	-4%	-$16.6K	0.2%	126
2023 Q3	$408K	Sell	3,806 -186	-5%	-$19.4K	0.19%	133
2023 Q2	$371K	Buy	+3,992	New	+$345K	0.17%	147
2022 Q4	$317K	Buy	+4,271	New	+$369K	0.16%	161

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

Glass Jacobson Investment Advisors's BX Position: Q1 2026 in Review

Glass Jacobson Investment Advisors reduced its Blackstone (BX) stake by 3.9% in Q1 2026, selling an estimated $14.4K and leaving 2,770 shares worth $319K. The position accounts for 0.11% of the portfolio, ranked #151.

Glass Jacobson Investment Advisors first reported a position in BX in Q4 2022 and has held it in 13 quarters since. The position peaked at $562K in Q1 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Glass Jacobson Investment Advisors held 2,770 shares of Blackstone worth $319K as of Q1 2026.
Glass Jacobson Investment Advisors sold 111 Blackstone shares in Q1 2026, an estimated $14.4K.
Blackstone made up 0.11% of Glass Jacobson Investment Advisors's portfolio in Q1 2026, its #151 holding.
Glass Jacobson Investment Advisors first reported a position in Blackstone in Q4 2022 and has held it in 13 quarters since.
Glass Jacobson Investment Advisors's Blackstone position peaked at $562K in Q1 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.