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WPWM
Western Pacific Wealth Management’s
Blackstone
BX
Stock Holding History
Western Pacific 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
Q1
$142K
Hold
1,233
–
–
0.14%
73
2025
Q4
$190K
Hold
1,233
–
–
0.18%
62
2025
Q3
$211K
Hold
1,233
–
–
0.21%
63
2025
Q2
$184K
Buy
1,233
+544
+79%
+$74.7K
0.18%
69
2025
Q1
$96.3K
Hold
689
–
–
0.09%
100
2024
Q4
$119K
Buy
689
+20
+3%
+$3.48K
0.1%
97
2024
Q3
$102K
Hold
669
–
–
0.07%
120
2024
Q2
$82.8K
Buy
669
+231
+53%
+$28.4K
0.06%
114
2024
Q1
$57.5K
Hold
438
–
–
0.04%
136
2023
Q4
$57.3K
Hold
438
–
–
0.04%
133
2023
Q3
$46.9K
Buy
438
+228
+109%
+$23.7K
0.04%
144
2023
Q2
$19.5K
Hold
210
–
–
0.01%
185
2023
Q1
$18.4K
Hold
210
–
–
0.01%
186
2022
Q4
$15.6K
Hold
210
–
–
0.01%
185
2022
Q3
$17K
Hold
210
–
–
0.02%
177
2022
Q2
$19K
Hold
210
–
–
0.02%
123
2022
Q1
$26K
Hold
210
–
–
0.02%
131
2021
Q4
$27K
Buy
+210
New
+$28K
0.02%
137
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1-Year Est. Return
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$4.04T AUM
Morgan Stanley
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$1.66T AUM
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1-Year Est. Return
State Street
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$2.9T AUM
29.55%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
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
New York
$1.47T AUM
27.86%
1-Year Est. Return
Capital Research Global Investors
Los Angeles, California
$645B AUM
30.41%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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