Abbot Financial Management’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.67M Buy
31,936
+1,670
+6% +$217K 1.53% 15
2025
Q4
$4.67M Buy
30,266
+892
+3% +$136K 1.93% 11
2025
Q3
$5.02M Buy
29,374
+102
+0.3% +$17.5K 2.14% 9
2025
Q2
$4.38M Buy
29,272
+2,000
+7% +$275K 2.02% 11
2025
Q1
$3.81M Buy
27,272
+628
+2% +$102K 1.98% 12
2024
Q4
$4.59M Buy
26,644
+175
+0.7% +$30.5K 2.29% 8
2024
Q3
$4.05M Buy
26,469
+136
+0.5% +$18.9K 2.04% 9
2024
Q2
$3.26M Buy
26,333
+118
+0.5% +$14.5K 1.75% 11
2024
Q1
$3.44M Buy
26,215
+330
+1% +$41.2K 1.9% 11
2023
Q4
$3.39M Buy
25,885
+341
+1% +$36.9K 2.04% 11
2023
Q3
$2.74M Sell
25,544
-47
-0.2% -$4.89K 1.84% 12
2023
Q2
$2.38M Sell
25,591
-358
-1% -$30.9K 1.53% 18
2023
Q1
$2.28M Sell
25,949
-496
-2% -$43.8K 1.53% 19
2022
Q4
$1.96M Sell
26,445
-852
-3% -$73.6K 1.34% 25
2022
Q3
$2.29M Buy
27,297
+570
+2% +$55.2K 1.63% 21
2022
Q2
$2.44M Buy
26,727
+204
+0.8% +$22K 1.47% 23
2022
Q1
$3.37M Sell
26,523
-721
-3% -$87.9K 1.64% 16
2021
Q4
$3.52M Sell
27,244
-99
-0.4% -$13.2K 1.57% 17
2021
Q3
$3.18M Sell
27,343
-123
-0.4% -$14.3K 1.45% 16
2021
Q2
$2.67M Sell
27,466
-146
-0.5% -$13K 1.17% 24
2021
Q1
$2.06M Buy
27,612
+1,705
+7% +$118K 0.93% 33
2020
Q4
$1.68M Buy
25,907
+23
+0.1% +$1.34K 0.97% 36
2020
Q3
$1.35M Buy
25,884
+184
+0.7% +$9.85K 0.88% 40
2020
Q2
$1.46M Sell
25,700
-700
-3% -$36.8K 1% 35
2020
Q1
$1.2M Sell
26,400
-300
-1% -$16.6K 0.98% 35
2019
Q4
$1.49M Sell
26,700
-300
-1% -$15.6K 0.95% 34
2019
Q3
$1.32M Sell
27,000
-400
-1% -$19.5K 0.94% 32
2019
Q2
$1.22M Hold
27,400
0.88% 35
2019
Q1
$958K Hold
27,400
0.74% 49
2018
Q4
$817K Hold
27,400
0.72% 50
2018
Q3
$1.04M Sell
27,400
-200
-0.7% -$7.22K 0.78% 47
2018
Q2
$888K Sell
27,600
-150
-0.5% -$4.77K 0.71% 52
2018
Q1
$887K Buy
27,750
+1,750
+7% +$59.7K 0.71% 53
2017
Q4
$833K Buy
26,000
+500
+2% +$16.3K 0.66% 53
2017
Q3
$882K Buy
25,500
+2,600
+11% +$85.6K 0.73% 52
2017
Q2
$764K Buy
+22,900
New +$718K 0.69% 56

Other funds holding BX

Abbot Financial Management's BX Position: Q1 2026 in Review

Abbot Financial Management increased its Blackstone (BX) stake by 5.5% in Q1 2026, buying an estimated $217K and bringing the position to 31,936 shares worth $3.67M. The position accounts for 1.53% of the portfolio, ranked #15.

Abbot Financial Management first reported a position in BX in Q2 2017 and has held it in 36 quarters since. The position peaked at $5.02M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Abbot Financial Management held 31,936 shares of Blackstone worth $3.67M as of Q1 2026.
  • Abbot Financial Management bought 1,670 Blackstone shares in Q1 2026, an estimated $217K.
  • Blackstone made up 1.53% of Abbot Financial Management's portfolio in Q1 2026, its #15 holding.
  • Abbot Financial Management first reported a position in Blackstone in Q2 2017 and has held it in 36 quarters since.
  • Abbot Financial Management's Blackstone position peaked at $5.02M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Abbot Financial Management's 13F filing for Q1 2026, filed 13 May 2026.