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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
Q2 		$875K Buy
7,439
+269
+4% +$32.3K 0.26% 87
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jeppson Wealth Management's BX Position: Q2 2026 in Review

Jeppson Wealth Management increased its Blackstone (BX) stake by 3.8% in Q2 2026, buying an estimated $32.3K and bringing the position to 7,439 shares worth $875K. 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 24 quarters since. The position peaked at $1.14M in Q4 2024. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Jeppson Wealth Management held 7,439 shares of Blackstone worth $875K as of Q2 2026.
  • Jeppson Wealth Management bought 269 Blackstone shares in Q2 2026, an estimated $32.3K.
  • Blackstone made up 0.26% of Jeppson Wealth Management's portfolio in Q2 2026, its #87 holding.
  • Jeppson Wealth Management first reported a position in Blackstone in Q3 2020 and has held it in 24 quarters since.
  • Jeppson Wealth Management's Blackstone position peaked at $1.14M in Q4 2024.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Jeppson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.