Culbertson A N & Co’s Blackstone BX Stock Holding History

Culbertson A N & Co’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 Q1	$1.16M	Buy	10,088 +7,433	+280%	+$967K	0.15%	90
2025 Q4	$409K	Buy	2,655 +855	+48%	+$130K	0.06%	114
2025 Q3	$308K	Hold	1,800	–	–	0.04%	121
2025 Q2	$269K	Hold	1,800	–	–	0.04%	119
2025 Q1	$252K	Hold	1,800	–	–	0.04%	121
2024 Q4	$310K	Hold	1,800	–	–	0.05%	116
2024 Q3	$276K	Hold	1,800	–	–	0.04%	121
2024 Q2	$223K	Hold	1,800	–	–	0.04%	119
2024 Q1	$236K	Hold	1,800	–	–	0.04%	118
2023 Q4	$236K	Buy	+1,800	New	+$195K	0.04%	116
2023 Q2	–	Sell	-3,600	Closed	-$316K	–	116
2023 Q1	$316K	Sell	3,600 -2,180	-38%	-$193K	0.06%	109
2022 Q4	$429K	Sell	5,780 -2,760	-32%	-$238K	0.09%	101
2022 Q3	$714K	Buy	8,540 +400	+5%	+$38.7K	0.17%	89
2022 Q2	$742K	Hold	8,140	–	–	0.16%	90
2022 Q1	$1.03M	Buy	8,140 +100	+1%	+$12.2K	0.19%	88
2021 Q4	$1.04M	Sell	8,040 -300	-4%	-$40K	0.2%	85
2021 Q3	$970K	Sell	8,340 -100	-1%	-$11.6K	0.2%	86
2021 Q2	$820K	Buy	+8,440	New	+$750K	0.17%	88

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Culbertson A N & Co's BX Position: Q1 2026 in Review

Culbertson A N & Co increased its Blackstone (BX) stake by 280% in Q1 2026, buying an estimated $967K and bringing the position to 10,088 shares worth $1.16M. The position accounts for 0.15% of the portfolio, ranked #90.

Culbertson A N & Co first reported a position in BX in Q2 2021 and has held it in 18 quarters since. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Culbertson A N & Co held 10,088 shares of Blackstone worth $1.16M as of Q1 2026.
Culbertson A N & Co bought 7,433 Blackstone shares in Q1 2026, an estimated $967K.
Blackstone made up 0.15% of Culbertson A N & Co's portfolio in Q1 2026, its #90 holding.
Culbertson A N & Co first reported a position in Blackstone in Q2 2021 and has held it in 18 quarters since.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Culbertson A N & Co's 13F filing for Q1 2026, filed 12 May 2026.