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Wills Financial Group’s Blackstone BX Stock Holding History

Wills Financial Group’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 		– Sell
-5,722
Closed -$882K – 76
2025
Q4 		$882K Buy
5,722
+264
+5% +$40.1K 0.34% 49
2025
Q3 		$932K Buy
5,458
+56
+1% +$9.6K 0.38% 38
2025
Q2 		$808K Buy
5,402
+316
+6% +$43.4K 0.35% 39
2025
Q1 		$711K Buy
5,086
+859
+20% +$139K 0.32% 43
2024
Q4 		$729K Buy
4,227
+1,361
+47% +$237K 0.31% 45
2024
Q3 		$439K Buy
2,866
+424
+17% +$58.8K 0.18% 49
2024
Q2 		$302K Buy
+2,442
New +$301K 0.14% 55
2022
Q1 		– Sell
-43,516
Closed -$5.63M – 72
2021
Q4 		$5.63M Buy
43,516
+2,662
+7% +$355K 2.23% 20
2021
Q3 		$4.75M Buy
40,854
+136
+0.3% +$15.8K 2.13% 20
2021
Q2 		$3.96M Buy
40,718
+1,197
+3% +$106K 1.71% 23
2021
Q1 		$2.94M Buy
39,521
+6,834
+21% +$472K 1.43% 26
2020
Q4 		$2.12M Buy
32,687
+4,535
+16% +$264K 1.06% 31
2020
Q3 		$1.47M Buy
28,152
+199
+0.7% +$10.7K 0.85% 29
2020
Q2 		$1.58M Sell
27,953
-36
-0.1% -$1.9K 0.99% 29
2020
Q1 		$1.27M Buy
27,989
+24,269
+652% +$1.34M 0.91% 32
2019
Q4 		$208K Buy
+3,720
New +$193K 0.12% 60

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wills Financial Group's BX Position: Q1 2026 in Review

Wills Financial Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 5,722 shares — an estimated $882K sold.

Wills Financial Group first reported a position in BX in Q4 2019 and held it in 16 quarters. The position peaked at $5.63M in Q4 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Wills Financial Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Wills Financial Group sold 5,722 Blackstone shares in Q1 2026, an estimated $882K.
  • Wills Financial Group first reported a position in Blackstone in Q4 2019 and held it in 16 quarters.
  • Wills Financial Group's Blackstone position peaked at $5.63M in Q4 2021.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Wills Financial Group's 13F filing for Q1 2026, filed 14 May 2026.