CPL
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Capital & Planning LLC’s Blackstone BX Stock Holding History

Capital & Planning LLC’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
Q2 		– Sell
-20
Closed -$2.3K – 59
2026
Q1 		$2.3K Buy
+20
New +$2.6K ﹤0.01% 143
2025
Q1 		– Sell
-20
Closed -$3.45K – 51
2024
Q4 		$3.45K Buy
+20
New +$3.48K ﹤0.01% 139

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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

Capital & Planning LLC's BX Position: Q2 2026 in Review

Capital & Planning LLC sold out of Blackstone (BX) in Q2 2026, closing a stake of 20 shares — an estimated $2.3K sold.

Capital & Planning LLC first reported a position in BX in Q4 2024 and held it in 2 quarters. The position peaked at $3.45K in Q4 2024. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Capital & Planning LLC reported no remaining Blackstone position as of Q2 2026 after selling out during the quarter.
  • Capital & Planning LLC sold 20 Blackstone shares in Q2 2026, an estimated $2.3K.
  • Capital & Planning LLC first reported a position in Blackstone in Q4 2024 and held it in 2 quarters.
  • Capital & Planning LLC's Blackstone position peaked at $3.45K in Q4 2024.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Capital & Planning LLC's 13F filing for Q2 2026, filed 2 Sep 2026.