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IMG Wealth Management’s Blackstone BX Stock Holding History

IMG 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
Q2 		$9.88K Buy
84
+49
+140% +$5.89K 0.01% 328
2026
Q1 		$4.03K Sell
35
-1
-3% -$130 ﹤0.01% 398
2025
Q4 		$5.55K Hold
36
– – ﹤0.01% 399
2025
Q3 		$6.15K Hold
36
– – ﹤0.01% 331
2025
Q2 		$5.38K Buy
+36
New +$4.95K ﹤0.01% 337

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

IMG Wealth Management's BX Position: Q2 2026 in Review

IMG Wealth Management increased its Blackstone (BX) stake by 140% in Q2 2026, buying an estimated $5.89K and bringing the position to 84 shares worth $9.88K. The position accounts for 0.01% of the portfolio, ranked #328.

IMG Wealth Management first reported a position in BX in Q2 2025 and has held it in 5 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • IMG Wealth Management held 84 shares of Blackstone worth $9.88K as of Q2 2026.
  • IMG Wealth Management bought 49 Blackstone shares in Q2 2026, an estimated $5.89K.
  • Blackstone made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #328 holding.
  • IMG Wealth Management first reported a position in Blackstone in Q2 2025 and has held it in 5 quarters since.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.