American Trust’s Blackstone BX Stock Holding History

American Trust’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	-1,307	Closed	-$201K	–	316
2025 Q4	$201K	Hold	1,307	–	–	0.02%	321
2025 Q3	$223K	Buy	+1,307	New	+$224K	0.02%	292
2025 Q1	–	Sell	-1,261	Closed	-$217K	–	147
2024 Q4	$217K	Buy	+1,261	New	+$220K	0.02%	291
2022 Q2	–	Sell	-1,750	Closed	-$222K	–	451
2022 Q1	$222K	Hold	1,750	–	–	0.01%	443
2021 Q4	$226K	Buy	+1,750	New	+$233K	0.02%	320

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Trust's BX Position: Q1 2026 in Review

American Trust sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,307 shares — an estimated $201K sold.

American Trust first reported a position in BX in Q4 2021 and held it in 5 quarters. The position peaked at $226K in Q4 2021. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

American Trust reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
American Trust sold 1,307 Blackstone shares in Q1 2026, an estimated $201K.
American Trust first reported a position in Blackstone in Q4 2021 and held it in 5 quarters.
American Trust's Blackstone position peaked at $226K in Q4 2021.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on American Trust's 13F filing for Q1 2026, filed 1 May 2026.