MWM
BX icon

Meridian Wealth Management’s Blackstone BX Stock Holding History

Meridian 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 		$253K Sell
2,152
-94
-4% -$11.3K 0.01% 726
2026
Q1 		$258K Sell
2,246
-804
-26% -$105K 0.01% 674
2025
Q4 		$470K Buy
3,050
+265
+10% +$40.3K 0.02% 512
2025
Q3 		$476K Buy
2,785
+72
+3% +$12.3K 0.02% 484
2025
Q2 		$406K Sell
2,713
-21
-0.8% -$2.88K 0.02% 497
2025
Q1 		$382K Sell
2,734
-95
-3% -$15.4K 0.02% 476
2024
Q4 		$488K Sell
2,829
-175
-6% -$30.5K 0.02% 417
2024
Q3 		$460K Buy
3,004
+467
+18% +$64.8K 0.02% 421
2024
Q2 		$314K Buy
+2,537
New +$312K 0.04% 230
2024
Q1 		– Sell
-2,633
Closed -$345K – 230
2023
Q4 		$345K Sell
2,633
-631
-19% -$68.3K 0.02% 466
2023
Q3 		$350K Buy
3,264
+3
+0.1% +$312 0.02% 431
2023
Q2 		$303K Sell
3,261
-513
-14% -$44.3K 0.03% 434
2023
Q1 		$332K Sell
3,774
-513
-12% -$45.3K 0.03% 399
2022
Q4 		$318K Sell
4,287
-10
-0.2% -$864 0.03% 400
2022
Q3 		$360K Sell
4,297
-80,970
-95% -$7.84M 0.04% 330
2022
Q2 		$7.78M Buy
85,267
+75,124
+741% +$8.11M 0.64% 30
2022
Q1 		$1.29M Sell
10,143
-13,061
-56% -$1.59M 0.14% 134
2021
Q4 		$3M Sell
23,204
-2,134
-8% -$285K 0.32% 71
2021
Q3 		$2.95M Sell
25,338
-818
-3% -$94.9K 0.36% 59
2021
Q2 		$2.54M Sell
26,156
-910
-3% -$80.8K 0.32% 63
2021
Q1 		$2.02M Sell
27,066
-2,665
-9% -$184K 0.29% 75
2020
Q4 		$1.93M Buy
29,731
+716
+2% +$41.7K 0.31% 69
2020
Q3 		$1.51M Buy
+29,015
New +$1.55M 0.37% 60
2019
Q3 		– Sell
-905
Closed -$40.2K – 230
2019
Q2 		$40.2K Buy
+905
New +$36.1K 0.02% 404

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

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

Meridian Wealth Management reduced its Blackstone (BX) stake by 4.2% in Q2 2026, selling an estimated $11.3K and leaving 2,152 shares worth $253K. The position accounts for 0.01% of the portfolio, ranked #726.

Meridian Wealth Management first reported a position in BX in Q2 2019 and has held it in 24 quarters since. The position peaked at $7.78M in Q2 2022. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Meridian Wealth Management held 2,152 shares of Blackstone worth $253K as of Q2 2026.
  • Meridian Wealth Management sold 94 Blackstone shares in Q2 2026, an estimated $11.3K.
  • Blackstone made up 0.01% of Meridian Wealth Management's portfolio in Q2 2026, its #726 holding.
  • Meridian Wealth Management first reported a position in Blackstone in Q2 2019 and has held it in 24 quarters since.
  • Meridian Wealth Management's Blackstone position peaked at $7.78M in Q2 2022.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.