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Aspen Investment Management’s Blackstone BX Stock Holding History

Aspen Investment Management’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 		$309K Buy
2,624
+33
+1% +$3.96K 0.08% 162
2026
Q1 		$298K Hold
2,591
– – 0.09% 157
2025
Q4 		$399K Buy
+2,591
New +$394K 0.12% 145

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

Aspen Investment Management's BX Position: Q2 2026 in Review

Aspen Investment Management increased its Blackstone (BX) stake by 1.3% in Q2 2026, buying an estimated $3.96K and bringing the position to 2,624 shares worth $309K. The position accounts for 0.08% of the portfolio, ranked #162.

Aspen Investment Management first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $399K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Aspen Investment Management held 2,624 shares of Blackstone worth $309K as of Q2 2026.
  • Aspen Investment Management bought 33 Blackstone shares in Q2 2026, an estimated $3.96K.
  • Blackstone made up 0.08% of Aspen Investment Management's portfolio in Q2 2026, its #162 holding.
  • Aspen Investment Management first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Aspen Investment Management's Blackstone position peaked at $399K in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.