Question 1

How many shares of BX does Williams Jones Wealth Management, LLC. own?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC. holds 454,800 shares of BX (BLACKSTONE INC).

Question 2

What is Williams Jones Wealth Management, LLC.'s BX position worth?

Accepted Answer

As of 2026-Q2, Williams Jones Wealth Management, LLC.'s BX position is worth $53.5M.

Question 3

Is Williams Jones Wealth Management, LLC. buying or selling BX?

Accepted Answer

In 2026-Q2, Williams Jones Wealth Management, LLC. decreased their BX position (-5.8% change in shares).

Question 4

When did Williams Jones Wealth Management, LLC. first buy BX?

Accepted Answer

Based on available 13F filings, Williams Jones Wealth Management, LLC. first reported a position in BX in 2019-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	454,800	-5.8%	$53.5M	0.6%	$116.48	0
2026-Q1	Decreased	482,767	-8.6%	$55.5M	0.7%	$112.78	0
2025-Q4	Increased	527,947	+1.4%	$81.4M	0.9%	$149.45	42
2025-Q3	Decreased	520,717	-0.1%	$89M	1.0%	$164.19	0
2025-Q2	Decreased	521,253	-0.7%	$78M	0.9%	$142.88	0
2025-Q1	Decreased	525,132	-1.6%	$73.4M	0.9%	$132.58	0
2024-Q4	Decreased	533,527	-4.3%	$92M	1.1%	$162.16	0
2024-Q3	Increased	557,354	+1.1%	$85.3M	1.0%	$143.28	47
2024-Q2	Decreased	551,539	-1.4%	$68.3M	0.8%	$115.17	0
2024-Q1	Decreased	559,378	-0.9%	$73.5M	0.9%	$121.39	0
2023-Q4	Decreased	564,280	-0.9%	$73.9M	1.0%	$120.06	0
2023-Q3	Decreased	569,496	-0.6%	$61M	0.9%	$97.40	0
2023-Q2	Decreased	572,916	-0.9%	$53.3M	0.8%	$83.87	0
2023-Q1	Decreased	578,206	-0.8%	$50.8M	0.8%	$78.50	0
2022-Q4	Decreased	583,101	-0.2%	$43.3M	0.7%	$65.70	0
2022-Q3	Increased	584,484	+1.2%	$48.9M	0.9%	$73.40	42
2022-Q2	Decreased	577,314	-2.6%	$52.7M	0.9%	$79.01	0
2022-Q1	Decreased	592,723	-2.0%	$75.2M	1.0%	$108.60	0
2021-Q4	Decreased	604,945	-1.8%	$78.3M	1.0%	$109.50	0
2021-Q3	Decreased	615,939	-3.6%	$71.7M	1.0%	$97.69	0
2021-Q2	Increased	638,671	+0.4%	$62M	0.9%	$81.08	42
2021-Q1	Increased	636,020	+0.1%	$47.4M	0.7%	$61.64	41
2020-Q4	Increased	635,371	+4.3%	$41.2M	0.7%	$52.87	43
2020-Q3	Increased	609,444	+2.1%	$31.8M	0.6%	$42.19	41
2020-Q2	Decreased	596,708	-1.4%	$33.8M	0.7%	$45.48	0
2020-Q1	Decreased	605,098	-37.0%	$27.6M	0.7%	$36.30	0
2019-Q4	Increased	959,906	+2.1%	$53.7M	1.0%	$44.14	47
2019-Q3	New	939,793	-	$45.9M	0.9%	$38.18	57

BX28 quarters

BX
28 quarters