Legacy Wealth Management (Mississippi)’s Blackstone BX Stock Holding History

Legacy Wealth Management (Mississippi)’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	$665K	Buy	5,653 +1,716	+44%	+$206K	0.17%	68
2026 Q1	$453K	Sell	3,937 -96	-2%	-$12.5K	0.13%	72
2025 Q4	$622K	Buy	4,033 +112	+3%	+$17K	0.17%	61
2025 Q3	$670K	Buy	3,921 +4	+0.1%	+$685	0.2%	54
2025 Q2	$586K	Sell	3,917 -2,114	-35%	-$290K	0.18%	62
2025 Q1	$843K	Buy	6,031 +2,114	+54%	+$343K	0.28%	52
2024 Q4	$675K	Sell	3,917 -1,347	-26%	-$235K	0.27%	55
2024 Q3	$806K	Buy	+5,264	New	+$730K	0.3%	56

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

Legacy Wealth Management (Mississippi)'s BX Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) increased its Blackstone (BX) stake by 44% in Q2 2026, buying an estimated $206K and bringing the position to 5,653 shares worth $665K. The position accounts for 0.17% of the portfolio, ranked #68.

Legacy Wealth Management (Mississippi) first reported a position in BX in Q3 2024 and has held it in 8 quarters since. The position peaked at $843K in Q1 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Legacy Wealth Management (Mississippi) held 5,653 shares of Blackstone worth $665K as of Q2 2026.
Legacy Wealth Management (Mississippi) bought 1,716 Blackstone shares in Q2 2026, an estimated $206K.
Blackstone made up 0.17% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #68 holding.
Legacy Wealth Management (Mississippi) first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
Legacy Wealth Management (Mississippi)'s Blackstone position peaked at $843K in Q1 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.