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Apexium Financial’s Blackstone BX Stock Holding History

Apexium Financial’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
2025
Q3 		$1.48M Buy
8,678
+147
+2% +$25.2K 0.07% 102
2025
Q2 		$1.28M Buy
8,531
+20
+0.2% +$2.75K 0.07% 109
2025
Q1 		$1.19M Buy
8,511
+3
+0% +$487 0.07% 108
2024
Q4 		$1.47M Buy
8,508
+1
+0% +$174 0.09% 85
2024
Q3 		$1.3M Buy
8,507
+2
+0% +$277 0.09% 83
2024
Q2 		$1.05M Sell
8,505
-24
-0.3% -$2.95K 0.08% 88
2024
Q1 		$1.12M Sell
8,529
-420
-5% -$52.5K 0.09% 85
2023
Q4 		$1.17M Buy
8,949
+450
+5% +$48.7K 0.08% 105
2023
Q3 		$911K Buy
8,499
+2
+0% +$208 0.09% 88
2023
Q2 		$790K Buy
8,497
+3
+0% +$259 0.07% 99
2023
Q1 		$746K Buy
8,494
+2
+0% +$177 0.07% 103
2022
Q4 		$630K Sell
8,492
-147
-2% -$12.7K 0.07% 113
2022
Q3 		$723K Buy
8,639
+559
+7% +$54.1K 0.09% 93
2022
Q2 		$737K Hold
8,080
– – 0.42% 40
2022
Q1 		$1.04M Hold
8,080
– – 0.55% 33
2021
Q4 		$1.04M Hold
8,080
– – 0.54% 33
2021
Q3 		$940K Buy
+8,080
New +$938K 0.54% 34

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Apexium Financial's BX Position: Q3 2025 in Review

Apexium Financial increased its Blackstone (BX) stake by 1.7% in Q3 2025, buying an estimated $25.2K and bringing the position to 8,678 shares worth $1.48M. The position accounts for 0.07% of the portfolio, ranked #102.

Apexium Financial first reported a position in BX in Q3 2021 and has held it in 17 quarters since. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Apexium Financial held 8,678 shares of Blackstone worth $1.48M as of Q3 2025.
  • Apexium Financial bought 147 Blackstone shares in Q3 2025, an estimated $25.2K.
  • Blackstone made up 0.07% of Apexium Financial's portfolio in Q3 2025, its #102 holding.
  • Apexium Financial first reported a position in Blackstone in Q3 2021 and has held it in 17 quarters since.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Apexium Financial's 13F filing for Q3 2025, filed 18 Nov 2025.