APG
BX icon

Abacus Planning Group’s Blackstone BX Stock Holding History

Abacus Planning 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
-1,675
Closed -$258K – 269
2025
Q4 		$258K Buy
1,675
+367
+28% +$55.8K 0.03% 214
2025
Q3 		$223K Sell
1,308
-44
-3% -$7.54K 0.03% 228
2025
Q2 		$202K Buy
+1,352
New +$186K 0.03% 230

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Abacus Planning Group's BX Position: Q1 2026 in Review

Abacus Planning Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,675 shares — an estimated $258K sold.

Abacus Planning Group first reported a position in BX in Q2 2025 and held it in 3 quarters. The position peaked at $258K in Q4 2025. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Abacus Planning Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Abacus Planning Group sold 1,675 Blackstone shares in Q1 2026, an estimated $258K.
  • Abacus Planning Group first reported a position in Blackstone in Q2 2025 and held it in 3 quarters.
  • Abacus Planning Group's Blackstone position peaked at $258K in Q4 2025.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Abacus Planning Group's 13F filing for Q1 2026, filed 8 Apr 2026.