Columbia Asset Management’s Blackstone BX Stock Holding History

Columbia Asset 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
2025 Q4	–	Sell	-1,331	Closed	-$227K	–	175
2025 Q3	$227K	Buy	+1,331	New	+$228K	0.04%	156
2025 Q2	–	Sell	-1,531	Closed	-$214K	–	181
2025 Q1	$214K	Hold	1,531	–	–	0.04%	189
2024 Q4	$264K	Hold	1,531	–	–	0.05%	175
2024 Q3	$234K	Buy	+1,531	New	+$212K	0.04%	167
2022 Q4	–	Sell	-1,153	Closed	-$97K	–	165
2022 Q3	$97K	Buy	+1,153	New	+$112K	0.03%	171
2019 Q2	–	Sell	-3,175	Closed	-$111K	–	174
2019 Q1	$111K	Buy	+3,175	New	+$106K	0.03%	209
2014 Q1	–	Sell	-688	Closed	-$21K	–	173
2013 Q4	$21K	Buy	+688	New	+$18.8K	0.01%	179

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Columbia Asset Management's BX Position: Q4 2025 in Review

Columbia Asset Management sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,331 shares — an estimated $227K sold.

Columbia Asset Management first reported a position in BX in Q4 2013 and held it in 7 quarters. The position peaked at $264K in Q4 2024. 2,288 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Columbia Asset Management reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Columbia Asset Management sold 1,331 Blackstone shares in Q4 2025, an estimated $227K.
Columbia Asset Management first reported a position in Blackstone in Q4 2013 and held it in 7 quarters.
Columbia Asset Management's Blackstone position peaked at $264K in Q4 2024.
2,288 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Columbia Asset Management's 13F filing for Q4 2025, filed 28 Jan 2026.