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Jeppson Wealth Management’s Blackstone BX Stock Holding History

Jeppson 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 		$824K Buy
7,170
+676
+10% +$87.9K 0.26% 87
2025
Q4 		$1M Sell
6,494
-15
-0.2% -$2.28K 0.32% 74
2025
Q3 		$1.11M Sell
6,509
-40
-0.6% -$6.85K 0.35% 68
2025
Q2 		$980K Buy
6,549
+66
+1% +$9.07K 0.34% 74
2025
Q1 		$906K Sell
6,483
-120
-2% -$19.5K 0.33% 79
2024
Q4 		$1.14M Sell
6,603
-235
-3% -$40.9K 0.41% 64
2024
Q3 		$1.05M Sell
6,838
-105
-2% -$14.6K 0.38% 71
2024
Q2 		$860K Sell
6,943
-135
-2% -$16.6K 0.33% 75
2024
Q1 		$930K Sell
7,078
-225
-3% -$28.1K 0.36% 72
2023
Q4 		$956K Sell
7,303
-228
-3% -$24.7K 0.4% 73
2023
Q3 		$807K Sell
7,531
-85
-1% -$8.85K 0.37% 73
2023
Q2 		$708K Buy
7,616
+92
+1% +$7.95K 0.31% 82
2023
Q1 		$661K Sell
7,524
-203
-3% -$17.9K 0.29% 88
2022
Q4 		$573K Sell
7,727
-356
-4% -$30.7K 0.24% 96
2022
Q3 		$677K Sell
8,083
-215
-3% -$20.8K 0.31% 72
2022
Q2 		$757K Buy
8,298
+502
+6% +$54.2K 0.33% 71
2022
Q1 		$989K Sell
7,796
-200
-3% -$24.4K 0.46% 55
2021
Q4 		$1.03M Sell
7,996
-825
-9% -$110K 0.5% 52
2021
Q3 		$1.03M Sell
8,821
-363
-4% -$42.1K 0.53% 51
2021
Q2 		$892K Sell
9,184
-530
-5% -$47.1K 0.49% 53
2021
Q1 		$723K Sell
9,714
-26
-0.3% -$1.79K 0.43% 57
2020
Q4 		$631K Buy
9,740
+75
+0.8% +$4.37K 0.42% 60
2020
Q3 		$505K Buy
+9,665
New +$517K 0.4% 63

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

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

Jeppson Wealth Management increased its Blackstone (BX) stake by 10% in Q1 2026, buying an estimated $87.9K and bringing the position to 7,170 shares worth $824K. The position accounts for 0.26% of the portfolio, ranked #87.

Jeppson Wealth Management first reported a position in BX in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.14M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Jeppson Wealth Management held 7,170 shares of Blackstone worth $824K as of Q1 2026.
  • Jeppson Wealth Management bought 676 Blackstone shares in Q1 2026, an estimated $87.9K.
  • Blackstone made up 0.26% of Jeppson Wealth Management's portfolio in Q1 2026, its #87 holding.
  • Jeppson Wealth Management first reported a position in Blackstone in Q3 2020 and has held it in 23 quarters since.
  • Jeppson Wealth Management's Blackstone position peaked at $1.14M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Jeppson Wealth Management's 13F filing for Q1 2026, filed 14 Apr 2026.