BFA
BX icon

Beaumont Financial Advisors’s Blackstone BX Stock Holding History

Beaumont Financial 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 		$313K Buy
2,657
+361
+16% +$43.4K 0.02% 306
2026
Q1 		$264K Sell
2,296
-655
-22% -$85.2K 0.02% 316
2025
Q4 		$455K Buy
2,951
+12
+0.4% +$1.82K 0.03% 241
2025
Q3 		$502K Sell
2,939
-4
-0.1% -$685 0.03% 241
2025
Q2 		$440K Hold
2,943
– – 0.03% 241
2025
Q1 		$411K Sell
2,943
-235
-7% -$38.1K 0.03% 247
2024
Q4 		$548K Sell
3,178
-563
-15% -$98.1K 0.04% 212
2024
Q3 		$573K Sell
3,741
-6,763
-64% -$938K 0.04% 195
2024
Q2 		$1.3M Sell
10,504
-809
-7% -$99.6K 0.1% 127
2024
Q1 		$1.49M Buy
11,313
+33
+0.3% +$4.12K 0.12% 109
2023
Q4 		$1.48M Buy
11,280
+148
+1% +$16K 0.13% 107
2023
Q3 		$1.19M Buy
11,132
+697
+7% +$72.6K 0.12% 113
2023
Q2 		$970K Buy
10,435
+709
+7% +$61.2K 0.09% 138
2023
Q1 		$854K Sell
9,726
-138
-1% -$12.2K 0.09% 135
2022
Q4 		$732K Sell
9,864
-29
-0.3% -$2.5K 0.07% 147
2022
Q3 		$828K Buy
9,893
+48
+0.5% +$4.65K 0.08% 133
2022
Q2 		$898K Buy
9,845
+5,674
+136% +$613K 0.08% 132
2022
Q1 		$529K Sell
4,171
-284
-6% -$34.6K 0.04% 200
2021
Q4 		$576K Buy
4,455
+4
+0.1% +$533 0.04% 191
2021
Q3 		$518K Sell
4,451
-1,533
-26% -$178K 0.04% 198
2021
Q2 		$581K Buy
5,984
+899
+18% +$79.8K 0.04% 194
2021
Q1 		$379K Buy
5,085
+1,634
+47% +$113K 0.03% 235
2020
Q4 		$224K Buy
+3,451
New +$201K 0.02% 310

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

Beaumont Financial Advisors's BX Position: Q2 2026 in Review

Beaumont Financial Advisors increased its Blackstone (BX) stake by 16% in Q2 2026, buying an estimated $43.4K and bringing the position to 2,657 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #306.

Beaumont Financial Advisors first reported a position in BX in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.49M in Q1 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Beaumont Financial Advisors held 2,657 shares of Blackstone worth $313K as of Q2 2026.
  • Beaumont Financial Advisors bought 361 Blackstone shares in Q2 2026, an estimated $43.4K.
  • Blackstone made up 0.02% of Beaumont Financial Advisors's portfolio in Q2 2026, its #306 holding.
  • Beaumont Financial Advisors first reported a position in Blackstone in Q4 2020 and has held it in 23 quarters since.
  • Beaumont Financial Advisors's Blackstone position peaked at $1.49M in Q1 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.