Broyhill Asset Management’s Blackstone BX Stock Holding History

Broyhill Asset Management’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	$570K	Hold	4,956	–	–	0.53%	48
2025 Q4	$764K	Sell	4,956 -300	-6%	-$45.6K	0.67%	38
2025 Q3	$898K	Hold	5,256	–	–	0.79%	40
2025 Q2	$786K	Hold	5,256	–	–	0.71%	37
2025 Q1	$735K	Sell	5,256 -50	-0.9%	-$8.12K	0.6%	37
2024 Q4	$915K	Buy	+5,306	New	+$924K	0.81%	32

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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 New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Broyhill Asset Management's BX Position: Q1 2026 in Review

Broyhill Asset Management held its Blackstone (BX) position steady in Q1 2026 at 4,956 shares worth $570K. The position accounts for 0.53% of the portfolio, ranked #48.

Broyhill Asset Management first reported a position in BX in Q4 2024 and has held it in 6 quarters since. The position peaked at $915K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Broyhill Asset Management held 4,956 shares of Blackstone worth $570K as of Q1 2026.
Broyhill Asset Management left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 0.53% of Broyhill Asset Management's portfolio in Q1 2026, its #48 holding.
Broyhill Asset Management first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
Broyhill Asset Management's Blackstone position peaked at $915K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Broyhill Asset Management's 13F filing for Q1 2026, filed 6 May 2026.