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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

IMG Wealth Management reduced its Blackstone (BX) stake by 2.8% in Q1 2026, selling an estimated $130 and leaving 35 shares worth $4.03K. The position accounts for ﹤0.01% of the portfolio, ranked #398.

IMG Wealth Management first reported a position in BX in Q2 2025 and has held it in 4 quarters since. The position peaked at $6.15K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • IMG Wealth Management held 35 shares of Blackstone worth $4.03K as of Q1 2026.
  • IMG Wealth Management sold 1 Blackstone share in Q1 2026, an estimated $130.
  • Blackstone made up ﹤0.01% of IMG Wealth Management's portfolio in Q1 2026, its #398 holding.
  • IMG Wealth Management first reported a position in Blackstone in Q2 2025 and has held it in 4 quarters since.
  • IMG Wealth Management's Blackstone position peaked at $6.15K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

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