Allen Investment 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
Q2
$31.7M Sell
269,033
-17,099
-6% -$2.05M 0.38% 47
2026
Q1
$32.9M Sell
286,132
-29,856
-9% -$3.88M 0.41% 45
2025
Q4
$48.7M Sell
315,988
-8,708
-3% -$1.32M 0.54% 39
2025
Q3
$55.5M Sell
324,696
-72,689
-18% -$12.5M 0.62% 38
2025
Q2
$59.4M Buy
397,385
+13,208
+3% +$1.81M 0.65% 34
2025
Q1
$53.7M Buy
384,177
+212,968
+124% +$34.6M 0.63% 28
2024
Q4
$29.5M Buy
171,209
+132,327
+340% +$23.1M 0.34% 43
2024
Q3
$5.95M Buy
38,882
+15,025
+63% +$2.08M 0.07% 89
2024
Q2
$2.95M Hold
23,857
0.04% 104
2024
Q1
$3.13M Hold
23,857
0.04% 93
2023
Q4
$3.12M Hold
23,857
0.04% 97
2023
Q3
$2.56M Hold
23,857
0.04% 96
2023
Q2
$2.22M Sell
23,857
-1,680
-7% -$145K 0.03% 100
2023
Q1
$2.24M Hold
25,537
0.04% 94
2022
Q4
$1.89M Sell
25,537
-1,556
-6% -$134K 0.03% 99
2022
Q3
$2.27M Sell
27,093
-25,375
-48% -$2.46M 0.04% 98
2022
Q2
$4.79M Hold
52,468
0.08% 73
2022
Q1
$6.66M Hold
52,468
0.09% 70
2021
Q4
$6.79M Sell
52,468
-943
-2% -$126K 0.09% 78
2021
Q3
$6.21M Hold
53,411
0.09% 71
2021
Q2
$5.19M Hold
53,411
0.07% 71
2021
Q1
$3.98M Sell
53,411
-277,292
-84% -$19.1M 0.06% 78
2020
Q4
$21.4M Hold
330,703
0.36% 37
2020
Q3
$17.3M Buy
330,703
+10,500
+3% +$562K 0.32% 40
2020
Q2
$18.1M Buy
320,203
+278,678
+671% +$14.7M 0.38% 36
2020
Q1
$1.89M Buy
41,525
+25,575
+160% +$1.41M 0.06% 87
2019
Q4
$892K Sell
15,950
-24,400
-60% -$1.27M 0.02% 108
2019
Q3
$1.97M Sell
40,350
-12,070
-23% -$589K 0.05% 96
2019
Q2
$2.33M Hold
52,420
0.07% 98
2019
Q1
$1.83M Buy
52,420
+581
+1% +$19.4K 0.06% 94
2018
Q4
$1.54M Hold
51,839
0.06% 83
2018
Q3
$1.97M Hold
51,839
0.07% 88
2018
Q2
$1.67M Sell
51,839
-1,941
-4% -$61.8K 0.06% 85
2018
Q1
$1.72M Buy
53,780
+12,070
+29% +$412K 0.07% 81
2017
Q4
$1.34M Buy
41,710
+25,760
+162% +$839K 0.06% 78
2017
Q3
$532K Sell
15,950
-1,106
-6% -$36.4K 0.02% 142
2017
Q2
$569K Buy
+17,056
New +$535K 0.03% 142

Other funds holding BX

Allen Investment Management's BX Position: Q2 2026 in Review

Allen Investment Management reduced its Blackstone (BX) stake by 6% in Q2 2026, selling an estimated $2.05M and leaving 269,033 shares worth $31.7M. The position accounts for 0.38% of the portfolio, ranked #47.

Allen Investment Management first reported a position in BX in Q2 2017 and has held it in 37 quarters since. The position peaked at $59.4M in Q2 2025. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Allen Investment Management held 269,033 shares of Blackstone worth $31.7M as of Q2 2026.
  • Allen Investment Management sold 17,099 Blackstone shares in Q2 2026, an estimated $2.05M.
  • Blackstone made up 0.38% of Allen Investment Management's portfolio in Q2 2026, its #47 holding.
  • Allen Investment Management first reported a position in Blackstone in Q2 2017 and has held it in 37 quarters since.
  • Allen Investment Management's Blackstone position peaked at $59.4M in Q2 2025.
  • 2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Allen Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.