Country Trust Bank’s Blackstone BX Stock Holding History

Country Trust Bank’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	$41.2M	Buy	350,300 +10,813	+3%	+$1.3M	0.72%	35
2026 Q1	$39M	Buy	339,487 +67,607	+25%	+$8.8M	0.74%	40
2025 Q4	$41.9M	Buy	271,880 +67,847	+33%	+$10.3M	0.76%	37
2025 Q3	$34.9M	Sell	204,033 -51,007	-20%	-$8.74M	0.76%	43
2025 Q2	$38.1M	Buy	255,040 +7,839	+3%	+$1.08M	0.86%	41
2025 Q1	$34.6M	Buy	247,201 +54,676	+28%	+$8.87M	0.87%	41
2024 Q4	$33.2M	Buy	192,525 +15,250	+9%	+$2.66M	0.83%	43
2024 Q3	$27.1M	Sell	177,275 -18,025	-9%	-$2.5M	0.66%	55
2024 Q2	$24.2M	Buy	+195,300	New	+$24M	0.61%	59
2024 Q1	–	Sell	-18	Closed	-$2.36K	–	315
2023 Q4	$2.36K	Buy	+18	New	+$1.95K	﹤0.01%	294
2022 Q4	–	Sell	-118	Closed	-$10K	–	326
2022 Q3	$10K	Hold	118	–	–	﹤0.01%	279
2022 Q2	$11K	Hold	118	–	–	﹤0.01%	279
2022 Q1	$15K	Hold	118	–	–	﹤0.01%	284
2021 Q4	$15K	Hold	118	–	–	﹤0.01%	309
2021 Q3	$14K	Buy	118 +20	+20%	+$2.32K	﹤0.01%	307
2021 Q2	$10K	Buy	+98	New	+$8.7K	﹤0.01%	304
2020 Q4	–	Sell	-20	Closed	-$1K	–	341
2020 Q3	$1K	Buy	+20	New	+$1.07K	﹤0.01%	315

Other funds holding BX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Country Trust Bank's BX Position: Q2 2026 in Review

Country Trust Bank increased its Blackstone (BX) stake by 3.2% in Q2 2026, buying an estimated $1.3M and bringing the position to 350,300 shares worth $41.2M. The position accounts for 0.72% of the portfolio, ranked #35.

Country Trust Bank first reported a position in BX in Q3 2020 and has held it in 17 quarters since. The position peaked at $41.9M in Q4 2025. 2,150 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Country Trust Bank held 350,300 shares of Blackstone worth $41.2M as of Q2 2026.
Country Trust Bank bought 10,813 Blackstone shares in Q2 2026, an estimated $1.3M.
Blackstone made up 0.72% of Country Trust Bank's portfolio in Q2 2026, its #35 holding.
Country Trust Bank first reported a position in Blackstone in Q3 2020 and has held it in 17 quarters since.
Country Trust Bank's Blackstone position peaked at $41.9M in Q4 2025.
2,150 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Country Trust Bank's 13F filing for Q2 2026, filed 15 Jul 2026.