Appleton Partners’s Blackstone BX Stock Holding History

Appleton Partners’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	$12.2M	Buy	103,558 +1,551	+2%	+$186K	0.75%	37
2026 Q1	$11.7M	Buy	102,007 +3,249	+3%	+$423K	0.82%	35
2025 Q4	$15.2M	Buy	98,758 +816	+0.8%	+$124K	1%	28
2025 Q3	$16.7M	Buy	97,942 +479	+0.5%	+$82.1K	1.12%	22
2025 Q2	$14.6M	Buy	97,463 +323	+0.3%	+$44.4K	1.03%	27
2025 Q1	$13.6M	Buy	97,140 +1,368	+1%	+$222K	1.05%	29
2024 Q4	$16.5M	Sell	95,772 -4,509	-4%	-$786K	1.22%	18
2024 Q3	$15.4M	Buy	100,281 +541	+0.5%	+$75.1K	1.13%	21
2024 Q2	$12.3M	Buy	99,740 +903	+0.9%	+$111K	0.95%	31
2024 Q1	$13M	Buy	98,837 +13,609	+16%	+$1.7M	1.01%	24
2023 Q4	$11.2M	Buy	85,228 +41,619	+95%	+$4.5M	0.9%	30
2023 Q3	$4.67M	Buy	43,609 +13,037	+43%	+$1.36M	0.42%	74
2023 Q2	$2.84M	Buy	30,572 +1,705	+6%	+$147K	0.24%	90
2023 Q1	$2.54M	Buy	28,867 +4,019	+16%	+$355K	0.23%	96
2022 Q4	$1.84M	Buy	24,848 +7,587	+44%	+$655K	0.17%	115
2022 Q3	$1.45M	Buy	17,261 +522	+3%	+$50.6K	0.14%	127
2022 Q2	$1.53M	Buy	16,739 +738	+5%	+$79.7K	0.14%	125
2022 Q1	$2.03M	Buy	16,001 +560	+4%	+$68.3K	0.17%	115
2021 Q4	$2M	Buy	15,441 +7,547	+96%	+$1.01M	0.15%	120
2021 Q3	$918K	Buy	7,894 +4,045	+105%	+$469K	0.08%	163
2021 Q2	$374K	Buy	+3,849	New	+$342K	0.03%	221

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Appleton Partners's BX Position: Q2 2026 in Review

Appleton Partners increased its Blackstone (BX) stake by 1.5% in Q2 2026, buying an estimated $186K and bringing the position to 103,558 shares worth $12.2M. The position accounts for 0.75% of the portfolio, ranked #37.

Appleton Partners first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $16.7M in Q3 2025. 473 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Appleton Partners held 103,558 shares of Blackstone worth $12.2M as of Q2 2026.
Appleton Partners bought 1,551 Blackstone shares in Q2 2026, an estimated $186K.
Blackstone made up 0.75% of Appleton Partners's portfolio in Q2 2026, its #37 holding.
Appleton Partners first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
Appleton Partners's Blackstone position peaked at $16.7M in Q3 2025.
473 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.