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PBMares Wealth Management’s Blackstone BX Stock Holding History

PBMares 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
2025
Q3 		$956K Hold
5,596
– – 0.16% 76
2025
Q2 		$837K Sell
5,596
-61
-1% -$8.38K 0.15% 76
2025
Q1 		$791K Sell
5,657
-2,308
-29% -$375K 0.16% 80
2024
Q4 		$1.37M Sell
7,965
-278
-3% -$48.4K 0.28% 52
2024
Q3 		$1.26M Sell
8,243
-10
-0.1% -$1.39K 0.26% 54
2024
Q2 		$1.02M Buy
8,253
+250
+3% +$30.8K 0.25% 64
2024
Q1 		$1.05M Sell
8,003
-500
-6% -$62.4K 0.27% 58
2023
Q4 		$1.11M Hold
8,503
– – 0.33% 52
2023
Q3 		$911K Hold
8,503
– – 0.33% 57
2023
Q2 		$791K Sell
8,503
-500
-6% -$43.2K 0.28% 65
2023
Q1 		$791K Buy
9,003
+5,000
+125% +$442K 0.29% 67
2022
Q4 		$297K Sell
4,003
-490
-11% -$42.3K 0.12% 125
2022
Q3 		$376K Buy
4,493
+500
+13% +$48.4K 0.16% 108
2022
Q2 		$364K Sell
3,993
-211
-5% -$22.8K 0.16% 112
2022
Q1 		$534K Buy
4,204
+200
+5% +$24.4K 0.33% 82
2021
Q4 		$518K Sell
4,004
-145
-3% -$19.3K 0.22% 90
2021
Q3 		$483K Hold
4,149
– – 0.23% 89
2021
Q2 		$403K Sell
4,149
-500
-11% -$44.4K 0.22% 97
2021
Q1 		$346K Sell
4,649
-2,000
-30% -$138K 0.28% 99
2020
Q4 		$431K Hold
6,649
– – 0.5% 72
2020
Q3 		$347K Hold
6,649
– – 0.51% 66
2020
Q2 		$377K Sell
6,649
-30
-0.4% -$1.58K 0.57% 64
2020
Q1 		$304K Buy
6,679
+30
+0.5% +$1.66K 0.48% 75
2019
Q4 		$372K Buy
+6,649
New +$345K 0.44% 74

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

PBMares Wealth Management's BX Position: Q3 2025 in Review

PBMares Wealth Management held its Blackstone (BX) position steady in Q3 2025 at 5,596 shares worth $956K. The position accounts for 0.16% of the portfolio, ranked #76.

PBMares Wealth Management first reported a position in BX in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.37M in Q4 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • PBMares Wealth Management held 5,596 shares of Blackstone worth $956K as of Q3 2025.
  • PBMares Wealth Management left its Blackstone share count unchanged in Q3 2025.
  • Blackstone made up 0.16% of PBMares Wealth Management's portfolio in Q3 2025, its #76 holding.
  • PBMares Wealth Management first reported a position in Blackstone in Q4 2019 and has held it in 24 quarters since.
  • PBMares Wealth Management's Blackstone position peaked at $1.37M in Q4 2024.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on PBMares Wealth Management's 13F filing for Q3 2025, filed 27 Oct 2025.