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Pinnacle Wealth Planning Services’s Blackstone BX Stock Holding History

Pinnacle Wealth Planning Services’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 		$371K Sell
3,226
-533
-14% -$69.3K 0.04% 276
2025
Q4 		$579K Sell
3,759
-40
-1% -$6.08K 0.06% 185
2025
Q3 		$649K Buy
3,799
+1,591
+72% +$273K 0.08% 160
2025
Q2 		$330K Buy
2,208
+427
+24% +$58.7K 0.04% 275
2025
Q1 		$249K Buy
1,781
+45
+3% +$7.3K 0.04% 302
2024
Q4 		$299K Sell
1,736
-440
-20% -$76.7K 0.05% 250
2024
Q3 		$333K Buy
2,176
+37
+2% +$5.13K 0.05% 275
2024
Q2 		$265K Buy
2,139
+222
+12% +$27.3K 0.04% 324
2024
Q1 		$252K Buy
+1,917
New +$239K 0.04% 352
2021
Q1 		– Sell
-91
Closed -$6K – 585
2020
Q4 		$6K Buy
+91
New +$5.3K ﹤0.01% 1576

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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

Pinnacle Wealth Planning Services's BX Position: Q1 2026 in Review

Pinnacle Wealth Planning Services reduced its Blackstone (BX) stake by 14% in Q1 2026, selling an estimated $69.3K and leaving 3,226 shares worth $371K. The position accounts for 0.04% of the portfolio, ranked #276.

Pinnacle Wealth Planning Services first reported a position in BX in Q4 2020 and has held it in 10 quarters since. The position peaked at $649K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,226 shares of Blackstone worth $371K as of Q1 2026.
  • Pinnacle Wealth Planning Services sold 533 Blackstone shares in Q1 2026, an estimated $69.3K.
  • Blackstone made up 0.04% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #276 holding.
  • Pinnacle Wealth Planning Services first reported a position in Blackstone in Q4 2020 and has held it in 10 quarters since.
  • Pinnacle Wealth Planning Services's Blackstone position peaked at $649K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.