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AM Investment Strategies’s Blackstone BX Stock Holding History

AM Investment Strategies’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
Q2 		$203K Sell
1,729
-495
-22% -$59.5K 0.04% 108
2026
Q1 		$256K Buy
2,224
+1
+0% +$130 0.06% 95
2025
Q4 		$343K Buy
2,223
+1
+0% +$152 0.07% 90
2025
Q3 		$380K Buy
2,222
+1
+0% +$171 0.08% 85
2025
Q2 		$332K Sell
2,221
-49
-2% -$6.73K 0.08% 83
2025
Q1 		$317K Sell
2,270
-560
-20% -$90.9K 0.08% 84
2024
Q4 		$488K Buy
2,830
+1
+0% +$174 0.12% 71
2024
Q3 		$433K Buy
2,829
+2
+0.1% +$277 0.11% 72
2024
Q2 		$350K Buy
2,827
+1
+0% +$123 0.09% 81
2024
Q1 		$371K Buy
2,826
+2
+0.1% +$250 0.09% 81
2023
Q4 		$370K Buy
2,824
+1
+0% +$108 0.1% 75
2023
Q3 		$302K Buy
2,823
+2
+0.1% +$208 0.1% 73
2023
Q2 		$262K Sell
2,821
-61
-2% -$5.27K 0.08% 81
2023
Q1 		$253K Buy
2,882
+2
+0.1% +$177 0.09% 77
2022
Q4 		$214K Buy
2,880
+2
+0.1% +$173 0.08% 86
2022
Q3 		$241K Buy
+2,878
New +$279K 0.09% 76

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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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

AM Investment Strategies's BX Position: Q2 2026 in Review

AM Investment Strategies reduced its Blackstone (BX) stake by 22% in Q2 2026, selling an estimated $59.5K and leaving 1,729 shares worth $203K. The position accounts for 0.04% of the portfolio, ranked #108.

AM Investment Strategies first reported a position in BX in Q3 2022 and has held it in 16 quarters since. The position peaked at $488K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • AM Investment Strategies held 1,729 shares of Blackstone worth $203K as of Q2 2026.
  • AM Investment Strategies sold 495 Blackstone shares in Q2 2026, an estimated $59.5K.
  • Blackstone made up 0.04% of AM Investment Strategies's portfolio in Q2 2026, its #108 holding.
  • AM Investment Strategies first reported a position in Blackstone in Q3 2022 and has held it in 16 quarters since.
  • AM Investment Strategies's Blackstone position peaked at $488K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on AM Investment Strategies's 13F filing for Q2 2026, filed 16 Jul 2026.