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Bramshill Investments’s Blackstone BX Stock Holding History

Bramshill Investments’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 		$661K Buy
+5,750
New +$748K 0.06% 110
2022
Q3 		– Sell
-105
Closed -$12K – 148
2022
Q2 		$12K Buy
+105
New +$11.3K ﹤0.01% 142
2021
Q4 		– Sell
-5,902
Closed -$687K – 125
2021
Q3 		$687K Sell
5,902
-5,727
-49% -$665K 0.06% 105
2021
Q2 		$1.13M Buy
11,629
+3,580
+44% +$318K 0.09% 78
2021
Q1 		$600K Sell
8,049
-7,858
-49% -$542K 0.04% 152
2020
Q4 		$1.03M Buy
15,907
+5,103
+47% +$297K 0.07% 86
2020
Q3 		$564K Buy
+10,804
New +$578K 0.08% 76
2020
Q1 		– Sell
-31,293
Closed -$1.75M – 141
2019
Q4 		$1.75M Buy
31,293
+14,255
+84% +$740K 0.37% 31
2019
Q3 		$832K Sell
17,038
-33,122
-66% -$1.62M 0.18% 73
2019
Q2 		$2.23M Sell
50,160
-10,280
-17% -$410K 0.31% 23
2019
Q1 		$2.11M Sell
60,440
-18,715
-24% -$624K 0.35% 22
2018
Q4 		$2.36M Buy
79,155
+14,774
+23% +$488K 0.37% 19
2018
Q3 		$2.45M Sell
64,381
-56,088
-47% -$2.03M 0.64% 20
2018
Q2 		$3.88M Buy
120,469
+3,106
+3% +$98.8K 1.49% 9
2018
Q1 		$3.75M Sell
117,363
-25,728
-18% -$877K 1.22% 11
2017
Q4 		$4.58M Sell
143,091
-4,219
-3% -$137K 1.29% 12
2017
Q3 		$4.92M Buy
147,310
+2,446
+2% +$80.5K 1.47% 12
2017
Q2 		$4.83M Buy
+144,864
New +$4.54M 1.34% 13

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

Bramshill Investments's BX Position: Q1 2026 in Review

Bramshill Investments opened a new position in Blackstone (BX) in Q1 2026: 5,750 shares worth $661K. The stake represents 0.06% of the portfolio and ranks #110 among its holdings. This is a return to the name: Bramshill Investments previously reported a position in BX as recently as Q2 2022.

Bramshill Investments first reported a position in BX in Q2 2017 and has held it in 18 quarters since. The position peaked at $4.92M in Q3 2017. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Bramshill Investments held 5,750 shares of Blackstone worth $661K as of Q1 2026.
  • Blackstone was a new Bramshill Investments position in Q1 2026.
  • Blackstone made up 0.06% of Bramshill Investments's portfolio in Q1 2026, its #110 holding.
  • Bramshill Investments first reported a position in Blackstone in Q2 2017 and has held it in 18 quarters since.
  • Bramshill Investments's Blackstone position peaked at $4.92M in Q3 2017.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Bramshill Investments's 13F filing for Q1 2026, filed 15 May 2026.