Blue Bell Private Wealth Management’s Blue Bird Corp BLBD Stock Holding History

Blue Bell Private Wealth Management’s Portfolio BLBD Stock Details BLBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-98	Closed	-$5.57K	–	723
2026 Q1	$5.57K	Hold	98	–	–	﹤0.01%	609
2025 Q4	$4.61K	Buy	98 +8	+9%	+$418	﹤0.01%	608
2025 Q3	$5.18K	Buy	90 +40	+80%	+$2.09K	﹤0.01%	591
2025 Q2	$2.16K	Sell	50 -50	-50%	-$1.9K	﹤0.01%	627
2025 Q1	$3.24K	Buy	+100	New	+$3.66K	﹤0.01%	605

Other funds holding BLBD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

Jupiter Topco New York $245B AUM

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Blue Bell Private Wealth Management's BLBD Position: Q2 2026 in Review

Blue Bell Private Wealth Management sold out of Blue Bird Corp (BLBD) in Q2 2026, closing a stake of 98 shares — an estimated $5.57K sold.

Blue Bell Private Wealth Management first reported a position in BLBD in Q1 2025 and held it in 5 quarters. The position peaked at $5.57K in Q1 2026. 304 funds tracked by Wall St. Rank hold BLBD as of Q2 2026.

Blue Bell Private Wealth Management reported no remaining Blue Bird Corp position as of Q2 2026 after selling out during the quarter.
Blue Bell Private Wealth Management sold 98 Blue Bird Corp shares in Q2 2026, an estimated $5.57K.
Blue Bell Private Wealth Management first reported a position in Blue Bird Corp in Q1 2025 and held it in 5 quarters.
Blue Bell Private Wealth Management's Blue Bird Corp position peaked at $5.57K in Q1 2026.
304 funds tracked by Wall St. Rank held Blue Bird Corp as of Q2 2026.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.