Cambridge Advisors’s Blackstone BX Stock Holding History

Cambridge 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	-1,500	Closed	-$231K	–	179
2025 Q4	$231K	Hold	1,500	–	–	0.04%	170
2025 Q3	$256K	Hold	1,500	–	–	0.05%	159
2025 Q2	$224K	Hold	1,500	–	–	0.05%	164
2025 Q1	$210K	Hold	1,500	–	–	0.05%	169
2024 Q4	$259K	Hold	1,500	–	–	0.06%	153
2024 Q3	$230K	Buy	+1,500	New	+$208K	0.05%	161

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

Cambridge Advisors's BX Position: Q1 2026 in Review

Cambridge Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,500 shares — an estimated $231K sold.

Cambridge Advisors first reported a position in BX in Q3 2024 and held it in 6 quarters. The position peaked at $259K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Cambridge Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Cambridge Advisors sold 1,500 Blackstone shares in Q1 2026, an estimated $231K.
Cambridge Advisors first reported a position in Blackstone in Q3 2024 and held it in 6 quarters.
Cambridge Advisors's Blackstone position peaked at $259K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Cambridge Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.