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Capital Planning Advisors’s Blackstone BX Stock Holding History

Capital Planning 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 		$3.48M Sell
30,296
-1,311
-4% -$171K 0.5% 36
2025
Q4 		$4.87M Sell
31,607
-1,145
-3% -$174K 0.65% 35
2025
Q3 		$5.6M Buy
32,752
+1,766
+6% +$303K 0.77% 34
2025
Q2 		$4.63M Buy
30,986
+397
+1% +$54.5K 0.68% 37
2025
Q1 		$4.28M Sell
30,589
-94
-0.3% -$15.3K 0.66% 39
2024
Q4 		$5.29M Buy
30,683
+1,801
+6% +$314K 0.82% 32
2024
Q3 		$4.42M Buy
28,882
+924
+3% +$128K 0.67% 39
2024
Q2 		$3.46M Buy
27,958
+1,134
+4% +$140K 0.59% 45
2024
Q1 		$3.52M Sell
26,824
-3,160
-11% -$395K 0.62% 42
2023
Q4 		$3.93M Buy
29,984
+864
+3% +$93.5K 0.74% 36
2023
Q3 		$3.12M Buy
29,120
+85
+0.3% +$8.85K 0.65% 40
2023
Q2 		$2.7M Buy
29,035
+2,207
+8% +$191K 0.55% 48
2023
Q1 		$2.36M Sell
26,828
-3,142
-10% -$278K 0.5% 50
2022
Q4 		$2.22M Buy
29,970
+1,256
+4% +$108K 0.53% 45
2022
Q3 		$2.4M Sell
28,714
-64
-0.2% -$6.2K 0.65% 37
2022
Q2 		$2.63M Buy
28,778
+129
+0.5% +$13.9K 0.69% 38
2022
Q1 		$3.64M Buy
28,649
+739
+3% +$90.1K 0.78% 33
2021
Q4 		$3.61M Sell
27,910
-1,024
-4% -$137K 0.69% 39
2021
Q3 		$3.37M Sell
28,934
-155
-0.5% -$18K 0.7% 37
2021
Q2 		$2.83M Sell
29,089
-2,105
-7% -$187K 0.58% 44
2021
Q1 		$2.33M Buy
31,194
+7,683
+33% +$530K 0.52% 52
2020
Q4 		$1.52M Buy
23,511
+5,649
+32% +$329K 0.37% 60
2020
Q3 		$932K Buy
17,862
+4,912
+38% +$263K 0.26% 74
2020
Q2 		$734K Buy
+12,950
New +$682K 0.22% 75

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

Capital Planning Advisors's BX Position: Q1 2026 in Review

Capital Planning Advisors reduced its Blackstone (BX) stake by 4.1% in Q1 2026, selling an estimated $171K and leaving 30,296 shares worth $3.48M. The position accounts for 0.5% of the portfolio, ranked #36.

Capital Planning Advisors first reported a position in BX in Q2 2020 and has held it in 24 quarters since. The position peaked at $5.6M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Capital Planning Advisors held 30,296 shares of Blackstone worth $3.48M as of Q1 2026.
  • Capital Planning Advisors sold 1,311 Blackstone shares in Q1 2026, an estimated $171K.
  • Blackstone made up 0.5% of Capital Planning Advisors's portfolio in Q1 2026, its #36 holding.
  • Capital Planning Advisors first reported a position in Blackstone in Q2 2020 and has held it in 24 quarters since.
  • Capital Planning Advisors's Blackstone position peaked at $5.6M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.