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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
Q3 		$11.6M Buy
103,400
+1,197
+1% +$157K 1.17% 27
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

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GIM
Generate Investment Management Auckland, New Zealand $2.69B AUM 33.12% 1-Year Est. Return
MCP
Mirador Capital Partners Pleasanton, California $859M AUM 41.74% 1-Year Est. Return

Jamison Private Wealth Management's BX Position: Q3 2026 in Review

Jamison Private Wealth Management increased its Blackstone (BX) stake by 1.2% in Q3 2026, buying an estimated $157K and bringing the position to 103,400 shares worth $11.6M. The position accounts for 1.17% of the portfolio, ranked #27.

Jamison Private Wealth Management first reported a position in BX in Q3 2023 and has held it in 13 quarters since. The position peaked at $16.5M in Q3 2025. 219 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Jamison Private Wealth Management held 103,400 shares of Blackstone worth $11.6M as of Q3 2026.
  • Jamison Private Wealth Management bought 1,197 Blackstone shares in Q3 2026, an estimated $157K.
  • Blackstone made up 1.17% of Jamison Private Wealth Management's portfolio in Q3 2026, its #27 holding.
  • Jamison Private Wealth Management first reported a position in Blackstone in Q3 2023 and has held it in 13 quarters since.
  • Jamison Private Wealth Management's Blackstone position peaked at $16.5M in Q3 2025.
  • 219 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Jamison Private Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.