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Global Wealth Management Investment Advisory’s Blackstone BX Stock Holding History

Global Wealth Management Investment Advisory’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 		$989K Buy
8,402
+120
+1% +$14.4K 0.14% 104
2026
Q1 		$952K Buy
8,282
+1,687
+26% +$219K 0.15% 105
2025
Q4 		$1.02M Sell
6,595
-2,742
-29% -$417K 0.16% 99
2025
Q3 		$1.6M Buy
9,337
+373
+4% +$63.9K 0.27% 82
2025
Q2 		$1.34M Buy
8,964
+750
+9% +$103K 0.25% 87
2025
Q1 		$1.15M Buy
8,214
+697
+9% +$113K 0.23% 90
2024
Q4 		$1.3M Buy
7,517
+1,267
+20% +$221K 0.27% 88
2024
Q3 		$957K Buy
6,250
+126
+2% +$17.5K 0.21% 97
2024
Q2 		$758K Buy
6,124
+48
+0.8% +$5.91K 0.18% 96
2024
Q1 		$798K Sell
6,076
-14
-0.2% -$1.75K 0.2% 95
2023
Q4 		$797K Sell
6,090
-236
-4% -$25.5K 0.2% 96
2023
Q3 		$678K Buy
6,326
+255
+4% +$26.6K 0.19% 100
2023
Q2 		$564K Buy
6,071
+418
+7% +$36.1K 0.16% 107
2023
Q1 		$497K Buy
5,653
+404
+8% +$35.7K 0.15% 103
2022
Q4 		$389K Buy
5,249
+1,547
+42% +$134K 0.13% 110
2022
Q3 		$310K Buy
3,702
+385
+12% +$37.3K 0.11% 118
2022
Q2 		$303K Buy
3,317
+342
+11% +$36.9K 0.1% 123
2022
Q1 		$378K Buy
2,975
+323
+12% +$39.4K 0.11% 110
2021
Q4 		$343K Buy
2,652
+234
+10% +$31.2K 0.1% 117
2021
Q3 		$281K Buy
2,418
+236
+11% +$27.4K 0.09% 117
2021
Q2 		$212K Buy
2,182
+77
+4% +$6.84K 0.07% 125
2021
Q1 		$157K Buy
2,105
+156
+8% +$10.8K 0.06% 128
2020
Q4 		$126K Buy
1,949
+124
+7% +$7.22K 0.05% 130
2020
Q3 		$95K Sell
1,825
-364
-17% -$19.5K 0.04% 134
2020
Q2 		$124K Buy
2,189
+272
+14% +$14.3K 0.05% 136
2020
Q1 		$87K Buy
1,917
+944
+97% +$52.2K 0.04% 143
2019
Q4 		$54K Buy
973
+573
+143% +$29.7K 0.02% 174
2019
Q3 		$20K Buy
400
+200
+100% +$9.75K 0.01% 248
2019
Q2 		$9K Hold
200
– – ﹤0.01% 378
2019
Q1 		$7K Buy
+200
New +$6.67K ﹤0.01% 417

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

Global Wealth Management Investment Advisory's BX Position: Q2 2026 in Review

Global Wealth Management Investment Advisory increased its Blackstone (BX) stake by 1.4% in Q2 2026, buying an estimated $14.4K and bringing the position to 8,402 shares worth $989K. The position accounts for 0.14% of the portfolio, ranked #104.

Global Wealth Management Investment Advisory first reported a position in BX in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.6M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Global Wealth Management Investment Advisory held 8,402 shares of Blackstone worth $989K as of Q2 2026.
  • Global Wealth Management Investment Advisory bought 120 Blackstone shares in Q2 2026, an estimated $14.4K.
  • Blackstone made up 0.14% of Global Wealth Management Investment Advisory's portfolio in Q2 2026, its #104 holding.
  • Global Wealth Management Investment Advisory first reported a position in Blackstone in Q1 2019 and has held it in 30 quarters since.
  • Global Wealth Management Investment Advisory's Blackstone position peaked at $1.6M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Global Wealth Management Investment Advisory's 13F filing for Q2 2026, filed 29 Jul 2026.