Jamison Private Wealth Management’s Blackstone BX Stock Holding History

Jamison Private 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	$12M	Buy	102,203 +1,781	+2%	+$214K	1.21%	26
2026 Q1	$11.5M	Buy	100,422 +2,750	+3%	+$358K	1.4%	22
2025 Q4	$15.1M	Buy	97,672 +990	+1%	+$150K	1.83%	13
2025 Q3	$16.5M	Buy	96,682 +1,162	+1%	+$199K	2.09%	6
2025 Q2	$14.3M	Buy	95,520 +1,270	+1%	+$175K	2.05%	9
2025 Q1	$13.2M	Buy	94,250 +729	+0.8%	+$118K	2.01%	10
2024 Q4	$16.1M	Buy	93,521 +1,110	+1%	+$193K	2.38%	7
2024 Q3	$14.2M	Buy	92,411 +2,029	+2%	+$281K	2.15%	7
2024 Q2	$11.2M	Sell	90,382 -2,433	-3%	-$299K	1.86%	11
2024 Q1	$12.2M	Sell	92,815 -146	-0.2%	-$18.2K	2.06%	9
2023 Q4	$12.2M	Buy	92,961 +108	+0.1%	+$11.7K	2.28%	7
2023 Q3	$9.95M	Buy	+92,853	New	+$9.67M	2.06%	7

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jamison Private Wealth Management's BX Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Blackstone (BX) stake by 1.8% in Q2 2026, buying an estimated $214K and bringing the position to 102,203 shares worth $12M. The position accounts for 1.21% of the portfolio, ranked #26.

Jamison Private Wealth Management first reported a position in BX in Q3 2023 and has held it in 12 quarters since. The position peaked at $16.5M in Q3 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Jamison Private Wealth Management held 102,203 shares of Blackstone worth $12M as of Q2 2026.
Jamison Private Wealth Management bought 1,781 Blackstone shares in Q2 2026, an estimated $214K.
Blackstone made up 1.21% of Jamison Private Wealth Management's portfolio in Q2 2026, its #26 holding.
Jamison Private Wealth Management first reported a position in Blackstone in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Blackstone position peaked at $16.5M in Q3 2025.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.