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Mowery & Schoenfeld Wealth Management’s Blackstone BX Stock Holding History

Mowery & Schoenfeld 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
-74
Closed -$9.63K – 350
2025
Q4 		$11.5K Buy
74
+18
+32% +$2.73K 0.02% 237
2025
Q3 		$9.65K Hold
56
– – 0.02% 222
2025
Q2 		$8.45K Hold
56
– – 0.01% 229
2025
Q1 		$7.9K Sell
56
-7
-11% -$1.14K 0.02% 281
2024
Q4 		$10.9K Buy
+63
New +$11K 0.02% 222

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Mowery & Schoenfeld Wealth Management's BX Position: Q1 2026 in Review

Mowery & Schoenfeld Wealth Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 74 shares — an estimated $9.63K sold.

Mowery & Schoenfeld Wealth Management first reported a position in BX in Q4 2024 and held it in 5 quarters. The position peaked at $11.5K in Q4 2025. 2,130 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Mowery & Schoenfeld Wealth Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Mowery & Schoenfeld Wealth Management sold 74 Blackstone shares in Q1 2026, an estimated $9.63K.
  • Mowery & Schoenfeld Wealth Management first reported a position in Blackstone in Q4 2024 and held it in 5 quarters.
  • Mowery & Schoenfeld Wealth Management's Blackstone position peaked at $11.5K in Q4 2025.
  • 2,130 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Mowery & Schoenfeld Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.