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Marietta Wealth Management’s Blackstone BX Stock Holding History

Marietta 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 		$8.7M Buy
73,912
+4,358
+6% +$524K 0.9% 42
2026
Q1 		$8M Buy
69,554
+7,741
+13% +$1.01M 0.95% 42
2025
Q4 		$9.53M Buy
61,813
+3,146
+5% +$478K 1.1% 32
2025
Q3 		$10M Buy
58,667
+1,593
+3% +$273K 1.23% 31
2025
Q2 		$8.54M Buy
57,074
+2,079
+4% +$286K 1.11% 30
2025
Q1 		$7.69M Buy
54,995
+2,812
+5% +$456K 1.13% 34
2024
Q4 		$9M Sell
52,183
-1,962
-4% -$342K 1.29% 25
2024
Q3 		$8.29M Buy
54,145
+1,110
+2% +$154K 1.2% 26
2024
Q2 		$6.57M Buy
53,035
+622
+1% +$76.5K 1.02% 36
2024
Q1 		$6.89M Sell
52,413
-2,362
-4% -$295K 1.14% 31
2023
Q4 		$7.17M Sell
54,775
-404
-0.7% -$43.7K 1.28% 25
2023
Q3 		$5.91M Buy
55,179
+1,533
+3% +$160K 1.17% 30
2023
Q2 		$4.99M Buy
53,646
+1,886
+4% +$163K 0.94% 52
2023
Q1 		$4.55M Buy
51,760
+3,326
+7% +$294K 0.97% 52
2022
Q4 		$3.59M Buy
48,434
+16,041
+50% +$1.39M 0.81% 61
2022
Q3 		$2.71M Buy
+32,393
New +$3.14M 0.68% 65

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

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

Marietta Wealth Management increased its Blackstone (BX) stake by 6.3% in Q2 2026, buying an estimated $524K and bringing the position to 73,912 shares worth $8.7M. The position accounts for 0.9% of the portfolio, ranked #42.

Marietta Wealth Management first reported a position in BX in Q3 2022 and has held it in 16 quarters since. The position peaked at $10M in Q3 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Marietta Wealth Management held 73,912 shares of Blackstone worth $8.7M as of Q2 2026.
  • Marietta Wealth Management bought 4,358 Blackstone shares in Q2 2026, an estimated $524K.
  • Blackstone made up 0.9% of Marietta Wealth Management's portfolio in Q2 2026, its #42 holding.
  • Marietta Wealth Management first reported a position in Blackstone in Q3 2022 and has held it in 16 quarters since.
  • Marietta Wealth Management's Blackstone position peaked at $10M in Q3 2025.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.