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Beese Fulmer Investment Management’s Blackstone BX Stock Holding History

Beese Fulmer 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
Q1 		– Sell
-2,061
Closed -$318K – 440
2025
Q4 		$318K Buy
+2,061
New +$313K 0.02% 274
2020
Q3 		– Sell
-472
Closed -$27K – 246
2020
Q2 		$27K Buy
+472
New +$24.8K ﹤0.01% 377

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Beese Fulmer Investment Management's BX Position: Q1 2026 in Review

Beese Fulmer Investment Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,061 shares — an estimated $318K sold.

Beese Fulmer Investment Management first reported a position in BX in Q2 2020 and held it in 2 quarters. The position peaked at $318K in Q4 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Beese Fulmer Investment Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Beese Fulmer Investment Management sold 2,061 Blackstone shares in Q1 2026, an estimated $318K.
  • Beese Fulmer Investment Management first reported a position in Blackstone in Q2 2020 and held it in 2 quarters.
  • Beese Fulmer Investment Management's Blackstone position peaked at $318K in Q4 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.