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Jackson Wealth Management’s Blackstone BX Stock Holding History

Jackson 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 		$7.99M Buy
69,472
+1,637
+2% +$213K 0.82% 33
2025
Q4 		$10.5M Sell
67,835
-1,976
-3% -$300K 1.02% 29
2025
Q3 		$11.9M Buy
69,811
+11,314
+19% +$1.94M 1.19% 24
2025
Q2 		$8.75M Sell
58,497
-280
-0.5% -$38.5K 0.95% 27
2025
Q1 		$8.22M Sell
58,777
-912
-2% -$148K 1% 22
2024
Q4 		$10.3M Sell
59,689
-181
-0.3% -$31.5K 1.17% 19
2024
Q3 		$9.17M Buy
59,870
+25,207
+73% +$3.5M 1.09% 21
2024
Q2 		$4.29M Sell
34,663
-6,482
-16% -$798K 0.92% 29
2024
Q1 		$5.41M Buy
41,145
+2,644
+7% +$330K 0.68% 40
2023
Q4 		$5.04M Sell
38,501
-2,773
-7% -$300K 0.66% 37
2023
Q3 		$4.42M Buy
41,274
+432
+1% +$45K 0.63% 39
2023
Q2 		$3.8M Buy
+40,842
New +$3.53M 0.56% 42
2023
Q1 		– Sell
-33,783
Closed -$2.51M – 140
2022
Q4 		$2.51M Sell
33,783
-15,064
-31% -$1.3M 0.92% 38
2022
Q3 		$4.09M Buy
48,847
+25,690
+111% +$2.49M 0.81% 35
2022
Q2 		$2.11M Buy
+23,157
New +$2.5M 0.98% 27
2016
Q4 		– Sell
-194,044
Closed -$4.58M – 67
2016
Q3 		$4.58M Buy
194,044
+3,249
+2% +$85.7K 1.73% 10
2016
Q2 		$4.68M Sell
190,795
-846
-0.4% -$22.5K 1.74% 11
2016
Q1 		$5.24M Sell
191,641
-2,798
-1% -$73.9K 2.02% 9
2015
Q4 		$4.89M Buy
194,439
+35,211
+22% +$1.12M 1.93% 11
2015
Q3 		$4.95M Sell
159,228
-5,118
-3% -$185K 1.77% 10
2015
Q2 		$6.55M Buy
164,346
+58,912
+56% +$2.42M 2.22% 9
2015
Q1 		$4.02M Buy
105,434
+26,530
+34% +$959K 1.3% 18
2014
Q4 		$2.62M Buy
+78,904
New +$2.47M 0.85% 29

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

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

Jackson Wealth Management increased its Blackstone (BX) stake by 2.4% in Q1 2026, buying an estimated $213K and bringing the position to 69,472 shares worth $7.99M. The position accounts for 0.82% of the portfolio, ranked #33.

Jackson Wealth Management first reported a position in BX in Q4 2014 and has held it in 23 quarters since. The position peaked at $11.9M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Jackson Wealth Management held 69,472 shares of Blackstone worth $7.99M as of Q1 2026.
  • Jackson Wealth Management bought 1,637 Blackstone shares in Q1 2026, an estimated $213K.
  • Blackstone made up 0.82% of Jackson Wealth Management's portfolio in Q1 2026, its #33 holding.
  • Jackson Wealth Management first reported a position in Blackstone in Q4 2014 and has held it in 23 quarters since.
  • Jackson Wealth Management's Blackstone position peaked at $11.9M in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.