Chickasaw Capital Management’s Blackstone BX Stock Holding History

Chickasaw Capital Management’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	$1.99M	Buy	16,930 +180	+1%	+$21.6K	0.07%	48
2026 Q1	$1.93M	Buy	16,750 +3	+0%	+$390	0.07%	47
2025 Q4	$2.58M	Buy	16,747 +558	+3%	+$84.8K	0.11%	41
2025 Q3	$2.77M	Sell	16,189 -5	-0%	-$857	0.11%	38
2025 Q2	$2.42M	Buy	16,194 +1,653	+11%	+$227K	0.1%	40
2025 Q1	$2.03M	Buy	14,541 +90	+0.6%	+$14.6K	0.08%	40
2024 Q4	$2.49M	Sell	14,451 -23	-0.2%	-$4.01K	0.1%	39
2024 Q3	$2.22M	Buy	14,474 +425	+3%	+$59K	0.09%	39
2024 Q2	$1.74M	Buy	14,049 +13	+0.1%	+$1.6K	0.08%	40
2024 Q1	$1.84M	Buy	14,036 +965	+7%	+$121K	0.09%	40
2023 Q4	$1.71M	Buy	13,071 +2,005	+18%	+$217K	0.09%	45
2023 Q3	$1.19M	Hold	11,066	–	–	0.06%	49
2023 Q2	$1.03M	Hold	11,066	–	–	0.06%	53
2023 Q1	$972K	Hold	11,066	–	–	0.05%	53
2022 Q4	$821K	Hold	11,066	–	–	0.04%	55
2022 Q3	$926K	Hold	11,066	–	–	0.05%	49
2022 Q2	$1.01M	Hold	11,066	–	–	0.05%	48
2022 Q1	$1.41M	Hold	11,066	–	–	0.06%	49
2021 Q4	$1.43M	Sell	11,066 -1,275	-10%	-$170K	0.07%	48
2021 Q3	$1.44M	Hold	12,341	–	–	0.07%	47
2021 Q2	$1.2M	Buy	12,341 +2,085	+20%	+$185K	0.05%	50
2021 Q1	$764K	Buy	10,256 +260	+3%	+$17.9K	0.04%	55
2020 Q4	$648K	Buy	9,996 +1,015	+11%	+$59.1K	0.04%	55
2020 Q3	$469K	Hold	8,981	–	–	0.03%	57
2020 Q2	$509K	Hold	8,981	–	–	0.03%	55
2020 Q1	$409K	Hold	8,981	–	–	0.03%	63
2019 Q4	$502K	Sell	8,981 -1,844	-17%	-$95.7K	0.01%	64
2019 Q3	$529K	Hold	10,825	–	–	0.01%	64
2019 Q2	$481K	Hold	10,825	–	–	0.01%	63
2019 Q1	$379K	Hold	10,825	–	–	0.01%	65
2018 Q4	$323K	Hold	10,825	–	–	0.01%	72
2018 Q3	$412K	Buy	10,825 +1,825	+20%	+$65.9K	0.01%	84
2018 Q2	$290K	Hold	9,000	–	–	0.01%	91
2018 Q1	$288K	Hold	9,000	–	–	0.01%	89
2017 Q4	$288K	Hold	9,000	–	–	0.01%	89
2017 Q3	$300K	Hold	9,000	–	–	0.01%	88
2017 Q2	$300K	Hold	9,000	–	–	0.01%	87
2017 Q1	$267K	Hold	9,000	–	–	0.01%	89
2016 Q4	$243K	Hold	9,000	–	–	0.01%	86
2016 Q3	$230K	Hold	9,000	–	–	0.01%	82
2016 Q2	$221K	Hold	9,000	–	–	0.01%	88
2016 Q1	$252K	Hold	9,000	–	–	0.01%	84
2015 Q4	$263K	Sell	9,000 -171	-2%	-$5.45K	0.01%	87
2015 Q3	$285K	Hold	9,171	–	–	0.01%	84
2015 Q2	$368K	Hold	9,171	–	–	0.01%	80
2015 Q1	$350K	Hold	9,171	–	–	0.01%	82
2014 Q4	$304K	Hold	9,171	–	–	0.01%	88
2014 Q3	$283K	Hold	9,171	–	–	0.01%	88
2014 Q2	$301K	Hold	9,171	–	–	0.01%	85
2014 Q1	$299K	Hold	9,171	–	–	0.01%	88
2013 Q4	$283K	Hold	9,171	–	–	0.02%	91
2013 Q3	$224K	Buy	+9,171	New	+$204K	0.02%	90

Other funds holding BX

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

HCMG

Howard Capital Management Group Los Angeles, California $1.64B AUM 24.96% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

Chickasaw Capital Management's BX Position: Q2 2026 in Review

Chickasaw Capital Management increased its Blackstone (BX) stake by 1.1% in Q2 2026, buying an estimated $21.6K and bringing the position to 16,930 shares worth $1.99M. The position accounts for 0.07% of the portfolio, ranked #48.

Chickasaw Capital Management first reported a position in BX in Q3 2013 and has held it in 52 quarters since. The position peaked at $2.77M in Q3 2025. 346 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Chickasaw Capital Management held 16,930 shares of Blackstone worth $1.99M as of Q2 2026.
Chickasaw Capital Management bought 180 Blackstone shares in Q2 2026, an estimated $21.6K.
Blackstone made up 0.07% of Chickasaw Capital Management's portfolio in Q2 2026, its #48 holding.
Chickasaw Capital Management first reported a position in Blackstone in Q3 2013 and has held it in 52 quarters since.
Chickasaw Capital Management's Blackstone position peaked at $2.77M in Q3 2025.
346 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Chickasaw Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.