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Brown, Lisle/Cummings’s Blackstone BX Stock Holding History

Brown, Lisle/Cummings’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 		$3.49M Buy
30,386
+256
+0.8% +$33.3K 0.87% 31
2025
Q4 		$4.64M Buy
30,130
+2,485
+9% +$378K 1.14% 19
2025
Q3 		$4.72M Buy
27,645
+1,280
+5% +$219K 1.21% 19
2025
Q2 		$3.94M Buy
26,365
+200
+0.8% +$27.5K 1.05% 22
2025
Q1 		$3.66M Buy
26,165
+479
+2% +$77.7K 1.06% 22
2024
Q4 		$4.43M Sell
25,686
-599
-2% -$104K 1.32% 16
2024
Q3 		$4.03M Buy
26,285
+225
+0.9% +$31.2K 1.22% 19
2024
Q2 		$3.23M Sell
26,060
-446
-2% -$54.9K 1.05% 23
2024
Q1 		$3.48M Hold
26,506
– – 1.18% 23
2023
Q4 		$3.47M Buy
26,506
+1,750
+7% +$189K 1.29% 19
2023
Q3 		$2.65M Buy
24,756
+2,400
+11% +$250K 1.2% 21
2023
Q2 		$2.08M Sell
22,356
-650
-3% -$56.1K 0.93% 26
2023
Q1 		$2.02M Hold
23,006
– – 1.03% 22
2022
Q4 		$1.71M Buy
23,006
+605
+3% +$52.2K 0.92% 31
2022
Q3 		$1.87M Hold
22,401
– – 1.09% 22
2022
Q2 		$2.04M Buy
22,401
+806
+4% +$87K 1.13% 21
2022
Q1 		$2.74M Buy
21,595
+1,225
+6% +$149K 1.32% 18
2021
Q4 		$2.64M Buy
+20,370
New +$2.72M 1.32% 17

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Brown, Lisle/Cummings's BX Position: Q1 2026 in Review

Brown, Lisle/Cummings increased its Blackstone (BX) stake by 0.85% in Q1 2026, buying an estimated $33.3K and bringing the position to 30,386 shares worth $3.49M. The position accounts for 0.87% of the portfolio, ranked #31.

Brown, Lisle/Cummings first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.72M in Q3 2025. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Brown, Lisle/Cummings held 30,386 shares of Blackstone worth $3.49M as of Q1 2026.
  • Brown, Lisle/Cummings bought 256 Blackstone shares in Q1 2026, an estimated $33.3K.
  • Blackstone made up 0.87% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #31 holding.
  • Brown, Lisle/Cummings first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • Brown, Lisle/Cummings's Blackstone position peaked at $4.72M in Q3 2025.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.