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Callahan Advisors’s Blackstone BX Stock Holding History

Callahan Advisors’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 		– Sell
-1,635
Closed -$252K – 181
2025
Q4 		$252K Buy
1,635
+5
+0.3% +$760 0.02% 159
2025
Q3 		$279K Buy
1,630
+3
+0.2% +$514 0.02% 146
2025
Q2 		$243K Buy
1,627
+3
+0.2% +$412 0.02% 156
2025
Q1 		$227K Buy
+1,624
New +$264K 0.02% 153

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

Callahan Advisors's BX Position: Q1 2026 in Review

Callahan Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,635 shares — an estimated $252K sold.

Callahan Advisors first reported a position in BX in Q1 2025 and held it in 4 quarters. The position peaked at $279K in Q3 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Callahan Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Callahan Advisors sold 1,635 Blackstone shares in Q1 2026, an estimated $252K.
  • Callahan Advisors first reported a position in Blackstone in Q1 2025 and held it in 4 quarters.
  • Callahan Advisors's Blackstone position peaked at $279K in Q3 2025.
  • 2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Callahan Advisors's 13F filing for Q1 2026, filed 12 May 2026.