Skip to main content

Jackson Wealth Management, LLC

SEC CIK
0001536799
Latest filing
Aug 20, 2026

BX holding history

Blackstone Inc. in every 13F filed by Jackson Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
5,457
Value
$642.0K
% of portfolio
0.4%
Quarters held
16
Since Q2 2022
Holdings of BX by Jackson Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,457$642.0K0.4%−64,015−92.1%ReducedHolders
Q1 202669,472$7.99M0.8%+1,637+2.4%AddedHolders
Q4 202567,835$10.5M1.0%−1,976−2.8%ReducedHolders
Q3 202569,811$11.9M1.2%+11,314+19.3%AddedHolders
Q2 202558,497$8.75M1.0%−280−0.5%ReducedHolders
Q1 202558,777$8.22M1.0%−912−1.5%ReducedHolders
Q4 202459,689$10.3M1.2%−181−0.3%ReducedHolders
Q3 202459,870$9.17M1.1%+25,207+72.7%AddedHolders
Q2 202434,663$4.29M0.9%−6,482−15.8%ReducedHolders
Q1 202441,145$5.41M0.7%+2,644+6.9%AddedHolders
Q4 202338,501$5.04M0.7%−2,773−6.7%ReducedHolders
Q3 202341,274$4.42M0.6%+432+1.1%AddedHolders
Q2 202340,842$3.80M0.6%+40,842NewHolders
Q1 20230$00.0%−33,783−100.0%Sold outHolders
Q4 202233,783$2.51M0.9%−15,064−30.8%ReducedHolders
Q3 202248,847$4.09M0.8%+25,690+110.9%AddedHolders
Q2 202223,157$2.11M1.0%+23,157NewHolders