Apriem Advisors’s Blackstone BX Stock Holding History

Apriem Advisors’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	$2.54M	Buy	+21,616	New	+$2.6M	0.22%	65
2022 Q2	–	Sell	-1,682	Closed	-$214K	–	144
2022 Q1	$214K	Buy	+1,682	New	+$205K	0.03%	135
2018 Q3	–	Sell	-366	Closed	-$12K	–	178
2018 Q2	$12K	Buy	+366	New	+$11.6K	﹤0.01%	400
2014 Q2	–	Sell	-204	Closed	-$7K	–	484
2014 Q1	$7K	Hold	204	–	–	﹤0.01%	381
2013 Q4	$6K	Hold	204	–	–	﹤0.01%	398
2013 Q3	$5K	Hold	204	–	–	﹤0.01%	404
2013 Q2	$4K	Buy	+204	New	+$4.25K	﹤0.01%	391

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Apriem Advisors's BX Position: Q2 2026 in Review

Apriem Advisors opened a new position in Blackstone (BX) in Q2 2026: 21,616 shares worth $2.54M. The stake represents 0.22% of the portfolio and ranks #65 among its holdings. This is a return to the name: Apriem Advisors previously reported a position in BX as recently as Q1 2022.

Apriem Advisors first reported a position in BX in Q2 2013 and has held it in 7 quarters since. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Apriem Advisors held 21,616 shares of Blackstone worth $2.54M as of Q2 2026.
Blackstone was a new Apriem Advisors position in Q2 2026.
Blackstone made up 0.22% of Apriem Advisors's portfolio in Q2 2026, its #65 holding.
Apriem Advisors first reported a position in Blackstone in Q2 2013 and has held it in 7 quarters since.
2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Apriem Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.