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Hohimer Wealth Management’s Blackstone BX Stock Holding History

Hohimer 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 		– Sell
-1,309
Closed -$202K – 388
2025
Q4 		$202K Buy
1,309
+1
+0.1% +$152 0.03% 300
2025
Q3 		$223K Buy
+1,308
New +$224K 0.03% 251
2025
Q1 		– Sell
-1,202
Closed -$207K – 261
2024
Q4 		$207K Buy
+1,202
New +$209K 0.04% 222
2024
Q1 		– Sell
-1,683
Closed -$220K – 227
2023
Q4 		$220K Buy
+1,683
New +$182K 0.06% 181
2022
Q3 		– Sell
-2,238
Closed -$204K – 190
2022
Q2 		$204K Sell
2,238
-122
-5% -$13.2K 0.06% 174
2022
Q1 		$300K Buy
2,360
+225
+11% +$27.4K 0.06% 168
2021
Q4 		$276K Sell
2,135
-1,117
-34% -$149K 0.06% 174
2021
Q3 		$378K Sell
3,252
-276
-8% -$32K 0.08% 150
2021
Q2 		$343K Buy
3,528
+43
+1% +$3.82K 0.07% 156
2021
Q1 		$260K Sell
3,485
-19,238
-85% -$1.33M 0.06% 156
2020
Q4 		$1.47M Sell
22,723
-15,960
-41% -$929K 0.39% 88
2020
Q3 		$2.12M Sell
38,683
-1,507
-4% -$80.7K 0.61% 52
2020
Q2 		$2.28M Sell
40,190
-11,197
-22% -$589K 0.79% 37
2020
Q1 		$2.64M Sell
51,387
-884
-2% -$48.9K 1.12% 21
2019
Q4 		$2.92M Buy
+52,271
New +$2.71M 1.02% 9

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

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

Hohimer Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,309 shares — an estimated $202K sold.

Hohimer Wealth Management first reported a position in BX in Q4 2019 and held it in 15 quarters. The position peaked at $2.92M in Q4 2019. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Hohimer Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Hohimer Wealth Management sold 1,309 Blackstone shares in Q1 2026, an estimated $202K.
  • Hohimer Wealth Management first reported a position in Blackstone in Q4 2019 and held it in 15 quarters.
  • Hohimer Wealth Management's Blackstone position peaked at $2.92M in Q4 2019.
  • 2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Hohimer Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.