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Palumbo Wealth Management’s Blackstone BX Stock Holding History

Palumbo 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 		$5.34M Buy
3,886
+149
+4% +$17.9K 1.12% 24
2026
Q1 		$430K Sell
3,737
-95
-2% -$12.4K 0.1% 140
2025
Q4 		$591K Buy
+3,832
New +$582K 0.15% 110
2025
Q3 		– Sell
-3,633
Closed -$543K – 184
2025
Q2 		$543K Sell
3,633
-74
-2% -$10.2K 0.17% 95
2025
Q1 		$518K Buy
3,707
+262
+8% +$42.5K 0.17% 89
2024
Q4 		$594K Buy
3,445
+17
+0.5% +$2.96K 0.22% 75
2024
Q3 		$525K Buy
3,428
+3
+0.1% +$416 0.2% 81
2024
Q2 		$424K Sell
3,425
-4
-0.1% -$492 0.18% 87
2024
Q1 		$450K Sell
3,429
-111
-3% -$13.9K 0.2% 81
2023
Q4 		$463K Buy
3,540
+1
+0% +$108 0.24% 73
2023
Q3 		$379K Sell
3,539
-26
-0.7% -$2.71K 0.21% 76
2023
Q2 		$331K Sell
3,565
-5,180
-59% -$447K 0.2% 75
2023
Q1 		$768K Sell
8,745
-569
-6% -$50.3K 0.51% 46
2022
Q4 		$691K Buy
9,314
+558
+6% +$48.2K 0.55% 44
2022
Q3 		$733K Buy
8,756
+307
+4% +$29.7K 0.62% 40
2022
Q2 		$771K Buy
8,449
+284
+3% +$30.7K 0.61% 39
2022
Q1 		$1.04M Buy
8,165
+33
+0.4% +$4.03K 0.67% 35
2021
Q4 		$1.05M Buy
8,132
+83
+1% +$11.1K 0.66% 31
2021
Q3 		$936K Sell
8,049
-4,543
-36% -$527K 0.62% 30
2021
Q2 		$1.22M Buy
12,592
+381
+3% +$33.8K 0.82% 23
2021
Q1 		$910K Buy
12,211
+188
+2% +$13K 0.69% 33
2020
Q4 		$779K Buy
+12,023
New +$700K 0.63% 32

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

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

Palumbo Wealth Management increased its Blackstone (BX) stake by 4% in Q2 2026, buying an estimated $17.9K and bringing the position to 3,886 shares worth $5.34M. The position accounts for 1.12% of the portfolio, ranked #24.

Palumbo Wealth Management first reported a position in BX in Q4 2020 and has held it in 22 quarters since. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Palumbo Wealth Management held 3,886 shares of Blackstone worth $5.34M as of Q2 2026.
  • Palumbo Wealth Management bought 149 Blackstone shares in Q2 2026, an estimated $17.9K.
  • Blackstone made up 1.12% of Palumbo Wealth Management's portfolio in Q2 2026, its #24 holding.
  • Palumbo Wealth Management first reported a position in Blackstone in Q4 2020 and has held it in 22 quarters since.
  • 2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.