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Williams Jones Wealth Management’s Blackstone BX Stock Holding History

Williams Jones 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 		$53.5M Sell
454,800
-27,967
-6% -$3.36M 0.6% 41
2026
Q1 		$55.5M Sell
482,767
-45,180
-9% -$5.88M 0.68% 42
2025
Q4 		$81.4M Buy
527,947
+7,230
+1% +$1.1M 0.92% 31
2025
Q3 		$89M Sell
520,717
-536
-0.1% -$91.8K 1.02% 30
2025
Q2 		$78M Sell
521,253
-3,879
-0.7% -$533K 0.93% 37
2025
Q1 		$73.4M Sell
525,132
-8,395
-2% -$1.36M 0.94% 37
2024
Q4 		$92M Sell
533,527
-23,827
-4% -$4.15M 1.11% 33
2024
Q3 		$85.3M Buy
557,354
+5,815
+1% +$807K 1% 35
2024
Q2 		$68.3M Sell
551,539
-7,839
-1% -$965K 0.85% 36
2024
Q1 		$73.5M Sell
559,378
-4,902
-0.9% -$612K 0.94% 34
2023
Q4 		$73.9M Sell
564,280
-5,216
-0.9% -$564K 1.03% 31
2023
Q3 		$61M Sell
569,496
-3,420
-0.6% -$356K 0.94% 32
2023
Q2 		$53.3M Sell
572,916
-5,290
-0.9% -$457K 0.8% 34
2023
Q1 		$50.8M Sell
578,206
-4,895
-0.8% -$432K 0.8% 33
2022
Q4 		$43.3M Sell
583,101
-1,383
-0.2% -$119K 0.72% 34
2022
Q3 		$48.9M Buy
584,484
+7,170
+1% +$694K 0.85% 32
2022
Q2 		$52.7M Sell
577,314
-15,409
-3% -$1.66M 0.85% 32
2022
Q1 		$75.2M Sell
592,723
-12,222
-2% -$1.49M 1.05% 31
2021
Q4 		$78.3M Sell
604,945
-10,994
-2% -$1.47M 0.98% 31
2021
Q3 		$71.7M Sell
615,939
-22,732
-4% -$2.64M 1% 32
2021
Q2 		$62M Buy
638,671
+2,651
+0.4% +$235K 0.87% 36
2021
Q1 		$47.4M Buy
636,020
+649
+0.1% +$44.8K 0.74% 38
2020
Q4 		$41.2M Buy
635,371
+25,927
+4% +$1.51M 0.67% 38
2020
Q3 		$31.8M Buy
609,444
+12,736
+2% +$682K 0.59% 43
2020
Q2 		$33.8M Sell
596,708
-8,390
-1% -$442K 0.69% 39
2020
Q1 		$27.6M Sell
605,098
-354,808
-37% -$19.6M 0.72% 38
2019
Q4 		$53.7M Buy
959,906
+20,113
+2% +$1.04M 1.03% 38
2019
Q3 		$45.9M Buy
+939,793
New +$45.8M 0.94% 40

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

Williams Jones Wealth Management's BX Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Blackstone (BX) stake by 5.8% in Q2 2026, selling an estimated $3.36M and leaving 454,800 shares worth $53.5M. The position accounts for 0.6% of the portfolio, ranked #41.

Williams Jones Wealth Management first reported a position in BX in Q3 2019 and has held it in 28 quarters since. The position peaked at $92M in Q4 2024. 2,160 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Williams Jones Wealth Management held 454,800 shares of Blackstone worth $53.5M as of Q2 2026.
  • Williams Jones Wealth Management sold 27,967 Blackstone shares in Q2 2026, an estimated $3.36M.
  • Blackstone made up 0.6% of Williams Jones Wealth Management's portfolio in Q2 2026, its #41 holding.
  • Williams Jones Wealth Management first reported a position in Blackstone in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Blackstone position peaked at $92M in Q4 2024.
  • 2,160 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.