Wilkerson Advisory Group’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$37.9K Buy
322
+42
+15% +$5.05K 0.01% 255
2026
Q1
$32.2K Buy
280
+144
+106% +$18.7K 0.01% 249
2025
Q4
$21K Buy
+136
New +$20.7K 0.01% 234

Other funds holding BX

Wilkerson Advisory Group's BX Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Blackstone (BX) stake by 15% in Q2 2026, buying an estimated $5.05K and bringing the position to 322 shares worth $37.9K. The position accounts for 0.01% of the portfolio, ranked #255.

Wilkerson Advisory Group first reported a position in BX in Q4 2025 and has held it in 3 quarters since. 2,148 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Wilkerson Advisory Group held 322 shares of Blackstone worth $37.9K as of Q2 2026.
  • Wilkerson Advisory Group bought 42 Blackstone shares in Q2 2026, an estimated $5.05K.
  • Blackstone made up 0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #255 holding.
  • Wilkerson Advisory Group first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • 2,148 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.