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WMS Partners’s Blackstone BX Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-3,717
Closed -$641K – 45
2024
Q4 		$641K Buy
3,717
+498
+15% +$86.8K 0.04% 154
2024
Q3 		$493K Buy
3,219
+1,017
+46% +$141K 0.03% 180
2024
Q2 		$273K Buy
2,202
+111
+5% +$13.7K 0.02% 215
2024
Q1 		$275K Sell
2,091
-23
-1% -$2.87K 0.02% 224
2023
Q4 		$277K Sell
2,114
-9,006
-81% -$974K 0.02% 215
2023
Q3 		$1.19M Buy
11,120
+138
+1% +$14.4K 0.09% 90
2023
Q2 		$1.02M Sell
10,982
-10
-0.1% -$864 0.08% 98
2023
Q1 		$966K Buy
10,992
+12
+0.1% +$1.06K 0.08% 97
2022
Q4 		$815K Sell
10,980
-717
-6% -$61.9K 0.08% 112
2022
Q3 		$979K Hold
11,697
– – 0.13% 89
2022
Q2 		$1.07M Hold
11,697
– – 0.17% 81
2022
Q1 		$1.49M Buy
11,697
+100
+0.9% +$12.2K 0.2% 61
2021
Q4 		$1.5M Hold
11,597
– – 0.32% 55
2021
Q3 		$1.35M Sell
11,597
-225
-2% -$26.1K 0.2% 66
2021
Q2 		$1.15M Hold
11,822
– – 0.17% 72
2021
Q1 		$881K Sell
11,822
-175
-1% -$12.1K 0.2% 72
2020
Q4 		$778K Hold
11,997
– – 0.13% 81
2020
Q3 		$626K Buy
11,997
+580
+5% +$31K 0.12% 91
2020
Q2 		$647K Buy
11,417
+1,200
+12% +$63.2K 0.13% 89
2020
Q1 		$466K Buy
+10,217
New +$565K 0.13% 93

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

WMS Partners's BX Position: Q1 2025 in Review

WMS Partners sold out of Blackstone (BX) in Q1 2025, closing a stake of 3,717 shares — an estimated $641K sold.

WMS Partners first reported a position in BX in Q1 2020 and held it in 20 quarters. The position peaked at $1.5M in Q4 2021. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • WMS Partners reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 3,717 Blackstone shares in Q1 2025, an estimated $641K.
  • WMS Partners first reported a position in Blackstone in Q1 2020 and held it in 20 quarters.
  • WMS Partners's Blackstone position peaked at $1.5M in Q4 2021.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.