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Bellwether Advisors’s Blackstone BX Stock Holding History

Bellwether 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
Q1 		– Sell
-1,310
Closed -$202K – 163
2025
Q4 		$202K Sell
1,310
-6,213
-83% -$944K 0.03% 133
2025
Q3 		$1.29M Buy
7,523
+6,386
+562% +$1.09M 0.21% 79
2025
Q2 		$170K Hold
1,137
– – 0.03% 136
2025
Q1 		$159K Hold
1,137
– – 0.03% 141
2024
Q4 		$196K Buy
+1,137
New +$198K 0.04% 136
2023
Q4 		– Sell
-13,906
Closed -$1.49M – 118
2023
Q3 		$1.49M Buy
+13,906
New +$1.45M 0.41% 53
2022
Q2 		– Sell
-8
Closed -$1K – 418
2022
Q1 		$1K Sell
8
-9,135
-100% -$1.11M ﹤0.01% 489
2021
Q4 		$1.18M Buy
+9,143
New +$1.22M 0.37% 52
2021
Q3 		– Sell
-9,445
Closed -$917K – 551
2021
Q2 		$917K Buy
+9,445
New +$839K 0.32% 68

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

Bellwether Advisors's BX Position: Q1 2026 in Review

Bellwether Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,310 shares — an estimated $202K sold.

Bellwether Advisors first reported a position in BX in Q2 2021 and held it in 9 quarters. The position peaked at $1.49M in Q3 2023. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Bellwether Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Bellwether Advisors sold 1,310 Blackstone shares in Q1 2026, an estimated $202K.
  • Bellwether Advisors first reported a position in Blackstone in Q2 2021 and held it in 9 quarters.
  • Bellwether Advisors's Blackstone position peaked at $1.49M in Q3 2023.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Bellwether Advisors's 13F filing for Q1 2026, filed 12 May 2026.