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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return