Smith Salley Wealth Management’s Blackstone BX Stock Holding History

Smith Salley 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	$2.08M	Buy	17,666 +173	+1%	+$20.8K	0.09%	119
2026 Q1	$2.01M	Buy	17,493 +2,931	+20%	+$381K	0.1%	124
2025 Q4	$2.24M	Buy	14,562 +158	+1%	+$24K	0.11%	118
2025 Q3	$2.46M	Buy	14,404 +2,015	+16%	+$345K	0.13%	110
2025 Q2	$1.85M	Buy	12,389 +3,306	+36%	+$454K	0.11%	119
2025 Q1	$1.27M	Buy	9,083 +425	+5%	+$69K	0.08%	129
2024 Q4	$1.49M	Buy	+8,658	New	+$1.51M	0.1%	122

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Smith Salley Wealth Management's BX Position: Q2 2026 in Review

Smith Salley Wealth Management increased its Blackstone (BX) stake by 0.99% in Q2 2026, buying an estimated $20.8K and bringing the position to 17,666 shares worth $2.08M. The position accounts for 0.09% of the portfolio, ranked #119.

Smith Salley Wealth Management first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.46M in Q3 2025. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Smith Salley Wealth Management held 17,666 shares of Blackstone worth $2.08M as of Q2 2026.
Smith Salley Wealth Management bought 173 Blackstone shares in Q2 2026, an estimated $20.8K.
Blackstone made up 0.09% of Smith Salley Wealth Management's portfolio in Q2 2026, its #119 holding.
Smith Salley Wealth Management first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
Smith Salley Wealth Management's Blackstone position peaked at $2.46M in Q3 2025.
645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.