Bigelow Investment Advisors’s Blackstone BX Stock Holding History

Bigelow Investment 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	$417K	Sell	3,628 -57	-2%	-$7.42K	0.17%	115
2025 Q4	$568K	Sell	3,685 -162	-4%	-$24.6K	0.22%	104
2025 Q3	$657K	Buy	3,847 +253	+7%	+$43.3K	0.27%	92
2025 Q2	$538K	Buy	3,594 +134	+4%	+$18.4K	0.24%	102
2025 Q1	$484K	Sell	3,460 -564	-14%	-$91.5K	0.23%	107
2024 Q4	$694K	Buy	4,024 +263	+7%	+$45.8K	0.33%	86
2024 Q3	$576K	Buy	3,761 +140	+4%	+$19.4K	0.26%	106
2024 Q2	$448K	Sell	3,621 -11	-0.3%	-$1.35K	0.21%	114
2024 Q1	$477K	Buy	3,632 +547	+18%	+$68.3K	0.23%	109
2023 Q4	$404K	Buy	3,085 +76	+3%	+$8.22K	0.22%	115
2023 Q3	$322K	Buy	3,009 +79	+3%	+$8.23K	0.19%	118
2023 Q2	$272K	Buy	2,930 +232	+9%	+$20K	0.15%	131
2023 Q1	$237K	Buy	+2,698	New	+$238K	0.14%	136

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

Bigelow Investment Advisors's BX Position: Q1 2026 in Review

Bigelow Investment Advisors reduced its Blackstone (BX) stake by 1.5% in Q1 2026, selling an estimated $7.42K and leaving 3,628 shares worth $417K. The position accounts for 0.17% of the portfolio, ranked #115.

Bigelow Investment Advisors first reported a position in BX in Q1 2023 and has held it in 13 quarters since. The position peaked at $694K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Bigelow Investment Advisors held 3,628 shares of Blackstone worth $417K as of Q1 2026.
Bigelow Investment Advisors sold 57 Blackstone shares in Q1 2026, an estimated $7.42K.
Blackstone made up 0.17% of Bigelow Investment Advisors's portfolio in Q1 2026, its #115 holding.
Bigelow Investment Advisors first reported a position in Blackstone in Q1 2023 and has held it in 13 quarters since.
Bigelow Investment Advisors's Blackstone position peaked at $694K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.