Beacon Investment Advisory Services’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $708K | Sell |
6,021
-454
| -7% | -$54.6K | 0.03% | 159 |
|
|
2026
Q1 | $745K | Sell |
6,475
-1,244
| -16% | -$162K | 0.03% | 153 |
|
|
2025
Q4 | $1.19M | Sell |
7,719
-1,234
| -14% | -$188K | 0.05% | 126 |
|
|
2025
Q3 | $1.53M | Sell |
8,953
-420
| -4% | -$72K | 0.06% | 116 |
|
|
2025
Q2 | $1.4M | Sell |
9,373
-3,036
| -24% | -$417K | 0.06% | 121 |
|
|
2025
Q1 | $1.73M | Sell |
12,409
-1,359
| -10% | -$221K | 0.08% | 115 |
|
|
2024
Q4 | $2.37M | Buy |
13,768
+943
| +7% | +$164K | 0.1% | 109 |
|
|
2024
Q3 | $1.96M | Sell |
12,825
-25
| -0.2% | -$3.47K | 0.08% | 120 |
|
|
2024
Q2 | $1.59M | Sell |
12,850
-25
| -0.2% | -$3.08K | 0.07% | 123 |
|
|
2024
Q1 | $1.69M | Hold |
12,875
| – | – | 0.07% | 122 |
|
|
2023
Q4 | $1.69M | Sell |
12,875
-20,312
| -61% | -$2.2M | 0.08% | 123 |
|
|
2023
Q3 | $3.56M | Sell |
33,187
-235
| -0.7% | -$24.5K | 0.18% | 95 |
|
|
2023
Q2 | $3.11M | Buy |
33,422
+20,122
| +151% | +$1.74M | 0.14% | 108 |
|
|
2023
Q1 | $1.17M | Buy |
13,300
+7,505
| +130% | +$663K | 0.06% | 144 |
|
|
2022
Q4 | $430K | Sell |
5,795
-3,050
| -34% | -$263K | 0.02% | 198 |
|
|
2022
Q3 | $740K | Buy |
8,845
+3,503
| +66% | +$339K | 0.04% | 163 |
|
|
2022
Q2 | $487K | Buy |
5,342
+247
| +5% | +$26.7K | 0.03% | 191 |
|
|
2022
Q1 | $646K | Buy |
5,095
+675
| +15% | +$82.3K | 0.03% | 190 |
|
|
2021
Q4 | $572K | Buy |
4,420
+670
| +18% | +$89.3K | 0.02% | 203 |
|
|
2021
Q3 | $436K | Sell |
3,750
-150
| -4% | -$17.4K | 0.02% | 219 |
|
|
2021
Q2 | $379K | Sell |
3,900
-400
| -9% | -$35.5K | 0.02% | 237 |
|
|
2021
Q1 | $320K | Sell |
4,300
-50
| -1% | -$3.45K | 0.01% | 245 |
|
|
2020
Q4 | $282K | Buy |
4,350
+450
| +12% | +$26.2K | 0.01% | 232 |
|
|
2020
Q3 | $204K | Sell |
3,900
-100
| -3% | -$5.35K | 0.01% | 240 |
|
|
2020
Q2 | $227K | Buy |
+4,000
| New | +$211K | 0.01% | 223 |
|
|
2020
Q1 | – | Sell |
-4,375
| Closed | -$245K | – | 237 |
|
|
2019
Q4 | $245K | Hold |
4,375
| – | – | 0.01% | 230 |
|
|
2019
Q3 | $214K | Buy |
+4,375
| New | +$213K | 0.02% | 223 |
|
|
2018
Q4 | – | Sell |
-24,512
| Closed | -$810K | – | 133 |
|
|
2018
Q3 | $933K | Buy |
+24,512
| New | +$886K | 0.09% | 124 |
|
|
2018
Q2 | – | Sell |
-24,757
| Closed | -$788K | – | 128 |
|
|
2018
Q1 | $791K | Buy |
+24,757
| New | +$844K | 0.08% | 128 |
|
|
2017
Q4 | – | Sell |
-6,165
| Closed | -$206K | – | 249 |
|
|
2017
Q3 | $206K | Buy |
+6,165
| New | +$203K | 0.02% | 251 |
|
Other funds holding BX
Beacon Investment Advisory Services's BX Position: Q2 2026 in Review
Beacon Investment Advisory Services reduced its Blackstone (BX) stake by 7% in Q2 2026, selling an estimated $54.6K and leaving 6,021 shares worth $708K. The position accounts for 0.03% of the portfolio, ranked #159.
Beacon Investment Advisory Services first reported a position in BX in Q3 2017 and has held it in 30 quarters since. The position peaked at $3.56M in Q3 2023. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- Beacon Investment Advisory Services held 6,021 shares of Blackstone worth $708K as of Q2 2026.
- Beacon Investment Advisory Services sold 454 Blackstone shares in Q2 2026, an estimated $54.6K.
- Blackstone made up 0.03% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #159 holding.
- Beacon Investment Advisory Services first reported a position in Blackstone in Q3 2017 and has held it in 30 quarters since.
- Beacon Investment Advisory Services's Blackstone position peaked at $3.56M in Q3 2023.
- 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.