Heirloom Wealth Management’s Blackstone BX Stock Holding History

Heirloom 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	$558K	Sell	4,853 -1,596	-25%	-$208K	0.1%	61
2025 Q4	$994K	Sell	6,449 -1,587	-20%	-$241K	0.23%	27
2025 Q3	$1.37M	Sell	8,036 -487	-6%	-$83.4K	0.33%	26
2025 Q2	$1.27M	Buy	8,523 +8	+0.1%	+$1.1K	0.34%	25
2025 Q1	$1.19M	Buy	8,515 +10	+0.1%	+$1.62K	0.34%	25
2024 Q4	$1.47M	Buy	8,505 +1,341	+19%	+$234K	0.44%	26
2024 Q3	$1.1M	Sell	7,164 -524	-7%	-$72.7K	0.34%	23
2024 Q2	$952K	Buy	7,688 +8	+0.1%	+$984	0.31%	25
2024 Q1	$1.01M	Buy	7,680 +9	+0.1%	+$1.12K	0.34%	26
2023 Q4	$1M	Sell	7,671 -263	-3%	-$28.5K	0.39%	26
2023 Q3	$850K	Buy	7,934 +12	+0.2%	+$1.25K	0.38%	28
2023 Q2	$737K	Buy	7,922 +513	+7%	+$44.3K	0.32%	31
2023 Q1	$651K	Sell	7,409 -854	-10%	-$75.4K	0.31%	32
2022 Q4	$613K	Buy	+8,263	New	+$714K	0.38%	32

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

Heirloom Wealth Management's BX Position: Q1 2026 in Review

Heirloom Wealth Management reduced its Blackstone (BX) stake by 25% in Q1 2026, selling an estimated $208K and leaving 4,853 shares worth $558K. The position accounts for 0.1% of the portfolio, ranked #61.

Heirloom Wealth Management first reported a position in BX in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.47M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Heirloom Wealth Management held 4,853 shares of Blackstone worth $558K as of Q1 2026.
Heirloom Wealth Management sold 1,596 Blackstone shares in Q1 2026, an estimated $208K.
Blackstone made up 0.1% of Heirloom Wealth Management's portfolio in Q1 2026, its #61 holding.
Heirloom Wealth Management first reported a position in Blackstone in Q4 2022 and has held it in 14 quarters since.
Heirloom Wealth Management's Blackstone position peaked at $1.47M in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Heirloom Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.