BW
BX icon

BIP Wealth’s Blackstone BX Stock Holding History

BIP Wealth’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 		$669K Sell
5,819
-222
-4% -$28.9K 0.03% 249
2025
Q4 		$931K Buy
6,041
+3,337
+123% +$507K 0.03% 218
2025
Q3 		$462K Buy
2,704
+771
+40% +$132K 0.02% 188
2025
Q2 		$289K Buy
+1,933
New +$266K 0.02% 214
2025
Q1 		– Sell
-1,585
Closed -$273K – 282
2024
Q4 		$273K Buy
1,585
+35
+2% +$6.1K 0.02% 214
2024
Q3 		$237K Buy
+1,550
New +$215K 0.02% 210
2024
Q2 		– Sell
-2,145
Closed -$282K – 196
2024
Q1 		$282K Buy
2,145
+595
+38% +$74.3K 0.02% 168
2023
Q4 		$203K Buy
+1,550
New +$168K 0.02% 187

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

BIP Wealth's BX Position: Q1 2026 in Review

BIP Wealth reduced its Blackstone (BX) stake by 3.7% in Q1 2026, selling an estimated $28.9K and leaving 5,819 shares worth $669K. The position accounts for 0.03% of the portfolio, ranked #249.

BIP Wealth first reported a position in BX in Q4 2023 and has held it in 8 quarters since. The position peaked at $931K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • BIP Wealth held 5,819 shares of Blackstone worth $669K as of Q1 2026.
  • BIP Wealth sold 222 Blackstone shares in Q1 2026, an estimated $28.9K.
  • Blackstone made up 0.03% of BIP Wealth's portfolio in Q1 2026, its #249 holding.
  • BIP Wealth first reported a position in Blackstone in Q4 2023 and has held it in 8 quarters since.
  • BIP Wealth's Blackstone position peaked at $931K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.