Baldwin Investment Management’s Blackstone BX Stock Holding History

Baldwin 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	$1.41M	Hold	12,009	–	–	0.14%	91
2026 Q1	$1.38M	Hold	12,009	–	–	0.16%	79
2025 Q4	$1.85M	Sell	12,009 -502	-4%	-$76.3K	0.21%	63
2025 Q3	$2.14M	Hold	12,511	–	–	0.24%	56
2025 Q2	$1.87M	Sell	12,511 -270	-2%	-$37.1K	0.23%	59
2025 Q1	$1.79M	Sell	12,781 -4,140	-24%	-$672K	0.21%	60
2024 Q4	$2.92M	Sell	16,921 -1	-0%	-$174	0.38%	38
2024 Q3	$2.59M	Sell	16,922 -195	-1%	-$27.1K	0.32%	47
2024 Q2	$2.12M	Buy	17,117 +47	+0.3%	+$5.78K	0.29%	51
2024 Q1	$2.24M	Buy	17,070 +4,523	+36%	+$565K	0.3%	50
2023 Q4	$1.64M	Buy	12,547 +75	+0.6%	+$8.11K	0.26%	64
2023 Q3	$1.34M	Buy	12,472 +262	+2%	+$27.3K	0.22%	72
2023 Q2	$1.14M	Sell	12,210 -340	-3%	-$29.4K	0.19%	83
2023 Q1	$1.1M	Hold	12,550	–	–	0.2%	80
2022 Q4	$931K	Buy	12,550 +650	+5%	+$56.1K	0.17%	91
2022 Q3	$996	Sell	11,900 -650	-5%	-$63K	0.2%	83
2022 Q2	$1.15K	Hold	12,550	–	–	0.22%	83
2022 Q1	$1.59K	Sell	12,550 -1,450	-10%	-$177K	0.24%	74
2021 Q4	$1.81K	Hold	14,000	–	–	0.28%	65
2021 Q3	$1.63M	Hold	14,000	–	–	0.28%	62
2021 Q2	$1.36M	Sell	14,000 -400	-3%	-$35.5K	0.23%	75
2021 Q1	$1.07M	Hold	14,400	–	–	0.2%	94
2020 Q4	$933K	Hold	14,400	–	–	0.18%	96
2020 Q3	$752K	Hold	14,400	–	–	0.18%	95
2020 Q2	$816K	Hold	14,400	–	–	0.26%	66
2020 Q1	$656K	Hold	14,400	–	–	0.23%	64
2019 Q4	$806K	Buy	14,400 +2,750	+24%	+$143K	0.22%	70
2019 Q3	$569K	Hold	11,650	–	–	0.17%	91
2019 Q2	$517K	Buy	11,650 +350	+3%	+$14K	0.15%	104
2019 Q1	$395K	Hold	11,300	–	–	0.12%	117
2018 Q4	$337K	Hold	11,300	–	–	0.11%	118
2018 Q3	$430K	Hold	11,300	–	–	0.12%	112
2018 Q2	$364K	Sell	11,300 -1,000	-8%	-$31.8K	0.11%	127
2018 Q1	$393K	Buy	12,300 +850	+7%	+$29K	0.14%	81
2017 Q4	$367K	Hold	11,450	–	–	0.13%	88
2017 Q3	$382K	Hold	11,450	–	–	0.14%	85
2017 Q2	$382K	Buy	11,450 +200	+2%	+$6.27K	0.15%	80
2017 Q1	$334K	Hold	11,250	–	–	0.13%	97
2016 Q4	$304K	Sell	11,250 -1,800	-14%	-$46.7K	0.12%	99
2016 Q3	$333K	Hold	13,050	–	–	0.14%	96
2016 Q2	$320K	Hold	13,050	–	–	0.14%	93
2016 Q1	$366K	Hold	13,050	–	–	0.16%	90
2015 Q4	$382K	Sell	13,050 -248	-2%	-$7.91K	0.17%	89
2015 Q3	$413K	Hold	13,298	–	–	0.18%	85
2015 Q2	$533K	Hold	13,298	–	–	0.22%	71
2015 Q1	$508K	Hold	13,298	–	–	0.2%	75
2014 Q4	$441K	Buy	13,298 +2,751	+26%	+$86.1K	0.17%	85
2014 Q3	$326K	Hold	10,547	–	–	0.13%	102
2014 Q2	$346K	Hold	10,547	–	–	0.15%	95
2014 Q1	$344K	Hold	10,547	–	–	0.15%	98
2013 Q4	$326K	Hold	10,547	–	–	0.15%	101
2013 Q3	$258K	Hold	10,547	–	–	0.12%	111
2013 Q2	$218K	Buy	+10,547	New	+$219K	0.11%	116

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

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

Baldwin Investment Management held its Blackstone (BX) position steady in Q2 2026 at 12,009 shares worth $1.41M. The position accounts for 0.14% of the portfolio, ranked #91.

Baldwin Investment Management first reported a position in BX in Q2 2013 and has held it in 53 quarters since. The position peaked at $2.92M in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Baldwin Investment Management held 12,009 shares of Blackstone worth $1.41M as of Q2 2026.
Baldwin Investment Management left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.14% of Baldwin Investment Management's portfolio in Q2 2026, its #91 holding.
Baldwin Investment Management first reported a position in Blackstone in Q2 2013 and has held it in 53 quarters since.
Baldwin Investment Management's Blackstone position peaked at $2.92M in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Baldwin Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.