Chevy Chase Trust
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Chevy Chase Trust’s Blackstone BX Stock Holding History

Chevy Chase Trust’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 		$43.2M Sell
367,374
-10,388
-3% -$1.25M 0.11% 148
2026
Q1 		$43.4M Buy
377,762
+1,637
+0.4% +$213K 0.13% 144
2025
Q4 		$58M Sell
376,125
-2,493
-0.7% -$379K 0.16% 123
2025
Q3 		$64.7M Sell
378,618
-9,434
-2% -$1.62M 0.18% 117
2025
Q2 		$58M Buy
388,052
+1,487
+0.4% +$204K 0.17% 119
2025
Q1 		$54M Buy
386,565
+5,638
+1% +$915K 0.17% 117
2024
Q4 		$65.7M Sell
380,927
-7,534
-2% -$1.31M 0.2% 102
2024
Q3 		$59.5M Sell
388,461
-4,012
-1% -$557K 0.18% 107
2024
Q2 		$48.6M Sell
392,473
-9,029
-2% -$1.11M 0.16% 124
2024
Q1 		$52.7M Buy
401,502
+1,458
+0.4% +$182K 0.17% 123
2023
Q4 		$52.4M Sell
400,044
-1,109
-0.3% -$120K 0.19% 116
2023
Q3 		$43M Buy
401,153
+398,221
+13,582% +$41.5M 0.17% 120
2023
Q2 		$273K Sell
2,932
-2,900
-50% -$251K ﹤0.01% 600
2023
Q1 		$512K Sell
5,832
-315
-5% -$27.8K ﹤0.01% 585
2022
Q4 		$456K Buy
6,147
+184
+3% +$15.9K ﹤0.01% 604
2022
Q3 		$499K Sell
5,963
-500
-8% -$48.4K ﹤0.01% 585
2022
Q2 		$590K Sell
6,463
-577
-8% -$62.3K ﹤0.01% 580
2022
Q1 		$894K Sell
7,040
-1,789
-20% -$218K ﹤0.01% 573
2021
Q4 		$1.14M Sell
8,829
-498
-5% -$66.4K ﹤0.01% 579
2021
Q3 		$1.08M Sell
9,327
-75
-0.8% -$8.7K ﹤0.01% 573
2021
Q2 		$913K Buy
9,402
+335
+4% +$29.8K ﹤0.01% 581
2021
Q1 		$676K Sell
9,067
-3,037
-25% -$210K ﹤0.01% 585
2020
Q4 		$784K Buy
12,104
+1,304
+12% +$75.9K ﹤0.01% 578
2020
Q3 		$564K Hold
10,800
– – ﹤0.01% 584
2020
Q2 		$612K Hold
10,800
– – ﹤0.01% 581
2020
Q1 		$492K Buy
10,800
+245
+2% +$13.6K ﹤0.01% 576
2019
Q4 		$590K Sell
10,555
-950
-8% -$49.3K ﹤0.01% 600
2019
Q3 		$562K Buy
+11,505
New +$561K ﹤0.01% 587

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
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

Chevy Chase Trust's BX Position: Q2 2026 in Review

Chevy Chase Trust reduced its Blackstone (BX) stake by 2.7% in Q2 2026, selling an estimated $1.25M and leaving 367,374 shares worth $43.2M. The position accounts for 0.11% of the portfolio, ranked #148.

Chevy Chase Trust first reported a position in BX in Q3 2019 and has held it in 28 quarters since. The position peaked at $65.7M in Q4 2024. 2,138 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Chevy Chase Trust held 367,374 shares of Blackstone worth $43.2M as of Q2 2026.
  • Chevy Chase Trust sold 10,388 Blackstone shares in Q2 2026, an estimated $1.25M.
  • Blackstone made up 0.11% of Chevy Chase Trust's portfolio in Q2 2026, its #148 holding.
  • Chevy Chase Trust first reported a position in Blackstone in Q3 2019 and has held it in 28 quarters since.
  • Chevy Chase Trust's Blackstone position peaked at $65.7M in Q4 2024.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Chevy Chase Trust's 13F filing for Q2 2026, filed 14 Aug 2026.