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Western Wealth Management’s Blackstone BX Stock Holding History

Western 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 		$3.11M Buy
26,414
+8,247
+45% +$991K 0.1% 210
2026
Q1 		$2.09M Sell
18,167
-3,311
-15% -$431K 0.08% 273
2025
Q4 		$3.31M Sell
21,478
-2,582
-11% -$392K 0.15% 134
2025
Q3 		$4.11M Buy
24,060
+9,117
+61% +$1.56M 0.22% 93
2025
Q2 		$2.24M Buy
14,943
+306
+2% +$42K 0.13% 152
2025
Q1 		$2.05M Buy
14,637
+259
+2% +$42K 0.14% 153
2024
Q4 		$2.48M Sell
14,378
-186
-1% -$32.4K 0.16% 124
2024
Q3 		$2.23M Sell
14,564
-65
-0.4% -$9.02K 0.13% 169
2024
Q2 		$1.81M Sell
14,629
-243
-2% -$29.9K 0.13% 140
2024
Q1 		$1.95M Sell
14,872
-2,708
-15% -$338K 0.15% 130
2023
Q4 		$2.3M Buy
17,580
+2,649
+18% +$287K 0.17% 133
2023
Q3 		$1.6M Buy
14,931
+2,051
+16% +$214K 0.14% 160
2023
Q2 		$1.2M Sell
12,880
-632
-5% -$54.6K 0.1% 205
2023
Q1 		$1.19M Buy
13,512
+691
+5% +$61K 0.11% 198
2022
Q4 		$951K Sell
12,821
-20,858
-62% -$1.8M 0.1% 228
2022
Q3 		$2.82M Sell
33,679
-190
-0.6% -$18.4K 0.16% 143
2022
Q2 		$3.09M Sell
33,869
-4,519
-12% -$488K 0.18% 133
2022
Q1 		$4.87M Buy
38,388
+20,626
+116% +$2.52M 0.24% 92
2021
Q4 		$2.3M Buy
+17,762
New +$2.37M 0.23% 102
2021
Q2 		$1.36M Buy
14,045
+2,853
+25% +$253K 0.14% 159
2021
Q1 		$834K Buy
11,192
+1,983
+22% +$137K 0.11% 188
2020
Q4 		$597K Sell
9,209
-784
-8% -$45.7K 0.09% 225
2020
Q3 		$522K Sell
9,993
-561
-5% -$30K 0.09% 230
2020
Q2 		$598K Buy
10,554
+601
+6% +$31.6K 0.11% 194
2020
Q1 		$455K Sell
9,953
-506
-5% -$28K 0.1% 198
2019
Q4 		$585K Buy
10,459
+341
+3% +$17.7K 0.09% 215
2019
Q3 		$495K Buy
10,118
+23
+0.2% +$1.12K 0.1% 214
2019
Q2 		$446K Sell
10,095
-32
-0.3% -$1.28K 0.06% 243
2019
Q1 		$353K Buy
+10,127
New +$338K 0.08% 256

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

Western Wealth Management's BX Position: Q2 2026 in Review

Western Wealth Management increased its Blackstone (BX) stake by 45% in Q2 2026, buying an estimated $991K and bringing the position to 26,414 shares worth $3.11M. The position accounts for 0.1% of the portfolio, ranked #210.

Western Wealth Management first reported a position in BX in Q1 2019 and has held it in 29 quarters since. The position peaked at $4.87M in Q1 2022. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Western Wealth Management held 26,414 shares of Blackstone worth $3.11M as of Q2 2026.
  • Western Wealth Management bought 8,247 Blackstone shares in Q2 2026, an estimated $991K.
  • Blackstone made up 0.1% of Western Wealth Management's portfolio in Q2 2026, its #210 holding.
  • Western Wealth Management first reported a position in Blackstone in Q1 2019 and has held it in 29 quarters since.
  • Western Wealth Management's Blackstone position peaked at $4.87M in Q1 2022.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.