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Phillip James Consulting’s Blackstone BX Stock Holding History

Phillip James Consulting’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 		$16.8K Hold
143
– – 0.01% 139
2026
Q1 		$16K Hold
143
– – 0.01% 164
2025
Q4 		$22K Buy
+143
New +$21.7K 0.39% 42

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

Phillip James Consulting's BX Position: Q2 2026 in Review

Phillip James Consulting held its Blackstone (BX) position steady in Q2 2026 at 143 shares worth $16.8K. The position accounts for 0.01% of the portfolio, ranked #139.

Phillip James Consulting first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $22K in Q4 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Phillip James Consulting held 143 shares of Blackstone worth $16.8K as of Q2 2026.
  • Phillip James Consulting left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.01% of Phillip James Consulting's portfolio in Q2 2026, its #139 holding.
  • Phillip James Consulting first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Phillip James Consulting's Blackstone position peaked at $22K in Q4 2025.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.