Liberty Wealth Management’s Blackstone BX Stock Holding History

Liberty 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	–	Sell	-1,301	Closed	-$201K	–	269
2025 Q4	$201K	Buy	+1,301	New	+$198K	0.03%	240
2021 Q4	–	Sell	-271	Closed	-$32K	–	292
2021 Q3	$32K	Buy	271 +16	+6%	+$1.86K	0.01%	520
2021 Q2	$25K	Hold	255	–	–	0.01%	459
2021 Q1	$17K	Hold	255	–	–	0.01%	484
2020 Q4	$17K	Buy	255 +15	+6%	+$873	0.01%	480
2020 Q3	$13K	Hold	240	–	–	0.01%	472
2020 Q2	$14K	Buy	240 +177	+281%	+$9.32K	0.01%	431
2020 Q1	$3K	Hold	63	–	–	﹤0.01%	662
2019 Q4	$3K	Hold	63	–	–	﹤0.01%	721
2019 Q3	$3K	Buy	+63	New	+$3.07K	﹤0.01%	697

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

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

Liberty Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,301 shares — an estimated $201K sold.

Liberty Wealth Management first reported a position in BX in Q3 2019 and held it in 10 quarters. The position peaked at $201K in Q4 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Liberty Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Liberty Wealth Management sold 1,301 Blackstone shares in Q1 2026, an estimated $201K.
Liberty Wealth Management first reported a position in Blackstone in Q3 2019 and held it in 10 quarters.
Liberty Wealth Management's Blackstone position peaked at $201K in Q4 2025.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.