Atwood & Palmer’s Blackstone BX Stock Holding History

Atwood & Palmer’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	$378K	Buy	3,209 +29	+0.9%	+$3.48K	0.02%	130
2026 Q1	$366K	Buy	3,180 +35	+1%	+$4.55K	0.02%	127
2025 Q4	$485K	Buy	3,145 +27	+0.9%	+$4.1K	0.03%	117
2025 Q3	$533K	Buy	3,118 +18	+0.6%	+$3.08K	0.03%	113
2025 Q2	$464K	Buy	3,100 +3,000	+3,000%	+$412K	0.03%	118
2025 Q1	$14K	Hold	100	–	–	﹤0.01%	312
2024 Q4	$17.2K	Hold	100	–	–	﹤0.01%	301
2024 Q3	$15.3K	Hold	100	–	–	﹤0.01%	306
2024 Q2	$12.4K	Hold	100	–	–	﹤0.01%	328
2024 Q1	$13.1K	Hold	100	–	–	﹤0.01%	296
2023 Q4	$13.1K	Hold	100	–	–	﹤0.01%	303
2023 Q3	$10.7K	Buy	+100	New	+$10.4K	﹤0.01%	303
2023 Q1	–	Sell	-1,000	Closed	-$74.2K	–	372
2022 Q4	$74.2K	Hold	1,000	–	–	0.01%	190
2022 Q3	$84K	Hold	1,000	–	–	0.01%	177
2022 Q2	$91K	Hold	1,000	–	–	0.01%	172
2022 Q1	$127K	Hold	1,000	–	–	0.01%	159
2021 Q4	$129K	Buy	+1,000	New	+$133K	0.01%	166
2019 Q2	–	Sell	-115	Closed	-$4K	–	302
2019 Q1	$4K	Hold	115	–	–	﹤0.01%	295
2018 Q4	$3K	Buy	+115	New	+$3.8K	﹤0.01%	294

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

Atwood & Palmer's BX Position: Q2 2026 in Review

Atwood & Palmer increased its Blackstone (BX) stake by 0.91% in Q2 2026, buying an estimated $3.48K and bringing the position to 3,209 shares worth $378K. The position accounts for 0.02% of the portfolio, ranked #130.

Atwood & Palmer first reported a position in BX in Q4 2018 and has held it in 19 quarters since. The position peaked at $533K in Q3 2025. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Atwood & Palmer held 3,209 shares of Blackstone worth $378K as of Q2 2026.
Atwood & Palmer bought 29 Blackstone shares in Q2 2026, an estimated $3.48K.
Blackstone made up 0.02% of Atwood & Palmer's portfolio in Q2 2026, its #130 holding.
Atwood & Palmer first reported a position in Blackstone in Q4 2018 and has held it in 19 quarters since.
Atwood & Palmer's Blackstone position peaked at $533K in Q3 2025.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.