Berkshire Asset Management’s Blackstone BX Stock Holding History

Berkshire Asset 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	$2.73M	Sell	23,778 -452	-2%	-$58.8K	0.12%	87
2025 Q4	$3.73M	Sell	24,230 -472	-2%	-$71.7K	0.16%	76
2025 Q3	$4.22M	Buy	24,702 +250	+1%	+$42.8K	0.18%	73
2025 Q2	$3.66M	Hold	24,452	–	–	0.17%	76
2025 Q1	$3.42M	Buy	24,452 +780	+3%	+$127K	0.16%	75
2024 Q4	$4.42M	Sell	23,672 -101	-0.4%	-$17.6K	0.21%	67
2024 Q3	$2.94M	Hold	23,773	–	–	0.15%	83
2024 Q2	$2.94M	Buy	23,773 +110	+0.5%	+$13.5K	0.15%	84
2024 Q1	$3.11M	Sell	23,663 -250	-1%	-$31.2K	0.16%	73
2023 Q4	$3.13M	Sell	23,913 -12	-0.1%	-$1.3K	0.18%	67
2023 Q3	$2.56M	Sell	23,925 -130	-0.5%	-$13.5K	0.16%	72
2023 Q2	$2.24M	Sell	24,055 -15	-0.1%	-$1.3K	0.13%	78
2023 Q1	$2.11M	Sell	24,070 -207	-0.9%	-$18.3K	0.13%	78
2022 Q4	$1.8M	Buy	24,277 +489	+2%	+$42.2K	0.12%	80
2022 Q3	$1.99M	Sell	23,788 -933	-4%	-$90.4K	0.14%	76
2022 Q2	$2.25M	Sell	24,721 -23	-0.1%	-$2.48K	0.15%	75
2022 Q1	$3.14M	Hold	24,744	–	–	0.2%	60
2021 Q4	$3.2M	Sell	24,744 -7	-0%	-$933	0.2%	66
2021 Q3	$2.88M	Buy	24,751 +704	+3%	+$81.7K	0.19%	68
2021 Q2	$2.34M	Buy	24,047 +2,358	+11%	+$209K	0.16%	76
2021 Q1	$1.62M	Sell	21,689 -3,679	-15%	-$254K	0.12%	89
2020 Q4	$1.64M	Buy	25,368 +16,113	+174%	+$938K	0.13%	88
2020 Q3	$483K	Buy	9,255 +918	+11%	+$49.1K	0.05%	114
2020 Q2	$472K	Sell	8,337 -17,333	-68%	-$912K	0.04%	117
2020 Q1	$1.17M	Buy	25,670 +17,333	+208%	+$959K	0.12%	94
2019 Q4	$466K	Buy	8,337 +500	+6%	+$25.9K	0.04%	129
2019 Q3	$383K	Sell	7,837 -24,385	-76%	-$1.19M	0.03%	155
2019 Q2	$1.43M	Hold	32,222	–	–	0.12%	91
2019 Q1	$1.13M	Hold	32,222	–	–	0.1%	106
2018 Q4	$961K	Hold	32,222	–	–	0.09%	106
2018 Q3	$1.23M	Hold	32,222	–	–	0.1%	99
2018 Q2	$1.04M	Hold	32,222	–	–	0.1%	99
2018 Q1	$1.03M	Buy	32,222 +7,714	+31%	+$263K	0.1%	102
2017 Q4	$785K	Hold	24,508	–	–	0.08%	113
2017 Q3	$818K	Hold	24,508	–	–	0.09%	104
2017 Q2	$817K	Sell	24,508 -1,300	-5%	-$40.8K	0.09%	105
2017 Q1	$766K	Hold	25,808	–	–	0.09%	108
2016 Q4	$698K	Sell	25,808 -180	-0.7%	-$4.67K	0.09%	105
2016 Q3	$663K	Sell	25,988 -16,470	-39%	-$435K	0.1%	107
2016 Q2	$1.04M	Sell	42,458 -14,323	-25%	-$381K	0.16%	87
2016 Q1	$1.59M	Buy	56,781 +8,254	+17%	+$218K	0.25%	70
2015 Q4	$1.42M	Buy	48,527 +6,137	+14%	+$196K	0.23%	75
2015 Q3	$1.32M	Buy	42,390 +6,419	+18%	+$232K	0.23%	75
2015 Q2	$1.44M	Sell	35,971 -1,121	-3%	-$46.1K	0.24%	74
2015 Q1	$1.42M	Hold	37,092	–	–	0.24%	74
2014 Q4	$1.23M	Buy	+37,092	New	+$1.16M	0.21%	78
2014 Q1	–	Sell	-17,934	Closed	-$554K	–	160
2013 Q4	$554K	Sell	17,934 -1,019	-5%	-$27.8K	0.1%	106
2013 Q3	$463K	Buy	+18,953	New	+$422K	0.11%	99

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Berkshire Asset Management's BX Position: Q1 2026 in Review

Berkshire Asset Management reduced its Blackstone (BX) stake by 1.9% in Q1 2026, selling an estimated $58.8K and leaving 23,778 shares worth $2.73M. The position accounts for 0.12% of the portfolio, ranked #87.

Berkshire Asset Management first reported a position in BX in Q3 2013 and has held it in 48 quarters since. The position peaked at $4.42M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Berkshire Asset Management held 23,778 shares of Blackstone worth $2.73M as of Q1 2026.
Berkshire Asset Management sold 452 Blackstone shares in Q1 2026, an estimated $58.8K.
Blackstone made up 0.12% of Berkshire Asset Management's portfolio in Q1 2026, its #87 holding.
Berkshire Asset Management first reported a position in Blackstone in Q3 2013 and has held it in 48 quarters since.
Berkshire Asset Management's Blackstone position peaked at $4.42M in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.