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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
Q2 		$448K Buy
3,808
+180
+5% +$21.6K 0.16% 118
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
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

Bigelow Investment Advisors's BX Position: Q2 2026 in Review

Bigelow Investment Advisors increased its Blackstone (BX) stake by 5% in Q2 2026, buying an estimated $21.6K and bringing the position to 3,808 shares worth $448K. The position accounts for 0.16% of the portfolio, ranked #118.

Bigelow Investment Advisors first reported a position in BX in Q1 2023 and has held it in 14 quarters since. The position peaked at $694K in Q4 2024. 2,157 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Bigelow Investment Advisors held 3,808 shares of Blackstone worth $448K as of Q2 2026.
  • Bigelow Investment Advisors bought 180 Blackstone shares in Q2 2026, an estimated $21.6K.
  • Blackstone made up 0.16% of Bigelow Investment Advisors's portfolio in Q2 2026, its #118 holding.
  • Bigelow Investment Advisors first reported a position in Blackstone in Q1 2023 and has held it in 14 quarters since.
  • Bigelow Investment Advisors's Blackstone position peaked at $694K in Q4 2024.
  • 2,157 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Bigelow Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.