MBM Wealth Consultants’s Blackstone BX Stock Holding History

MBM Wealth Consultants’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	$1.62M	Buy	13,765 +2,719	+25%	+$327K	0.31%	48
2026 Q1	$1.27M	Buy	11,046 +1,878	+20%	+$244K	0.29%	50
2025 Q4	$1.41M	Buy	9,168 +959	+12%	+$146K	0.34%	50
2025 Q3	$1.4M	Buy	8,209 +511	+7%	+$87.5K	0.35%	49
2025 Q2	$1.15M	Buy	+7,698	New	+$1.06M	0.31%	50
2023 Q2	–	Sell	-1,400	Closed	-$123K	–	123
2023 Q1	$123K	Hold	1,400	–	–	0.05%	121
2022 Q4	$107K	Hold	1,400	–	–	0.05%	127
2022 Q3	$121K	Hold	1,400	–	–	0.06%	99
2022 Q2	$128K	Buy	1,400 +400	+40%	+$43.2K	0.06%	96
2022 Q1	$127K	Hold	1,000	–	–	0.05%	117
2021 Q4	$116K	Hold	1,000	–	–	0.05%	118
2021 Q3	$116K	Buy	1,000 +350	+54%	+$40.6K	0.05%	123
2021 Q2	$63K	Hold	650	–	–	0.03%	135
2021 Q1	$48K	Hold	650	–	–	0.02%	136
2020 Q4	$42K	Hold	650	–	–	0.02%	141
2020 Q3	$34K	Hold	650	–	–	0.02%	144
2020 Q2	$37K	Hold	650	–	–	0.03%	136
2020 Q1	$30K	Buy	+650	New	+$36K	0.02%	125

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

MBM Wealth Consultants's BX Position: Q2 2026 in Review

MBM Wealth Consultants increased its Blackstone (BX) stake by 25% in Q2 2026, buying an estimated $327K and bringing the position to 13,765 shares worth $1.62M. The position accounts for 0.31% of the portfolio, ranked #48.

MBM Wealth Consultants first reported a position in BX in Q1 2020 and has held it in 18 quarters since. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

MBM Wealth Consultants held 13,765 shares of Blackstone worth $1.62M as of Q2 2026.
MBM Wealth Consultants bought 2,719 Blackstone shares in Q2 2026, an estimated $327K.
Blackstone made up 0.31% of MBM Wealth Consultants's portfolio in Q2 2026, its #48 holding.
MBM Wealth Consultants first reported a position in Blackstone in Q1 2020 and has held it in 18 quarters since.
2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.