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Schrum Private Wealth Management’s Blackstone BX Stock Holding History

Schrum Private 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 		$358K Sell
2,946
-332
-10% -$39.9K 0.37% 72
2026
Q1 		$377K Sell
3,278
-24
-0.7% -$3.12K 0.29% 87
2025
Q4 		$509K Sell
3,302
-17
-0.5% -$2.58K 0.38% 66
2025
Q3 		$567K Sell
3,319
-36
-1% -$6.17K 0.42% 63
2025
Q2 		$502K Buy
3,355
+2
+0.1% +$275 0.4% 64
2025
Q1 		$469K Buy
3,353
+424
+14% +$68.8K 0.41% 61
2024
Q4 		$505K Sell
2,929
-803
-22% -$140K 0.43% 60
2024
Q3 		$572K Buy
3,732
+883
+31% +$122K 0.3% 81
2024
Q2 		$353K Sell
2,849
-29
-1% -$3.57K 0.32% 75
2024
Q1 		$378K Buy
+2,878
New +$359K 0.34% 75
2023
Q4 		– Sell
-2,916
Closed -$312K – 101
2023
Q3 		$312K Sell
2,916
-283
-9% -$29.5K 0.36% 72
2023
Q2 		$297K Buy
3,199
+3
+0.1% +$259 0.32% 78
2023
Q1 		$281K Buy
3,196
+194
+6% +$17.1K 0.32% 84
2022
Q4 		$223K Sell
3,002
-1,391
-32% -$120K 0.26% 99
2022
Q3 		$368K Buy
4,393
+383
+10% +$37.1K 0.46% 64
2022
Q2 		$366K Buy
4,010
+2
+0% +$216 0.41% 70
2022
Q1 		$503K Sell
4,008
-7
-0.2% -$854 0.5% 60
2021
Q4 		$520K Buy
+4,015
New +$535K 0.47% 60

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

Schrum Private Wealth Management's BX Position: Q2 2026 in Review

Schrum Private Wealth Management reduced its Blackstone (BX) stake by 10% in Q2 2026, selling an estimated $39.9K and leaving 2,946 shares worth $358K. The position accounts for 0.37% of the portfolio, ranked #72.

Schrum Private Wealth Management first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $572K in Q3 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Schrum Private Wealth Management held 2,946 shares of Blackstone worth $358K as of Q2 2026.
  • Schrum Private Wealth Management sold 332 Blackstone shares in Q2 2026, an estimated $39.9K.
  • Blackstone made up 0.37% of Schrum Private Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Schrum Private Wealth Management first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • Schrum Private Wealth Management's Blackstone position peaked at $572K in Q3 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Schrum Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.