D.L. Carlson Investment Group’s Blackstone BX Stock Holding History

D.L. Carlson Investment Group’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	–	Sell	-28,186	Closed	-$4.34M	–	141
2025 Q4	$4.34M	Sell	28,186 -110	-0.4%	-$16.7K	0.73%	35
2025 Q3	$4.83M	Buy	28,296 +7,046	+33%	+$1.21M	0.81%	31
2025 Q2	$3.18M	Sell	21,250 -135	-0.6%	-$18.5K	0.58%	49
2025 Q1	$2.99M	Sell	21,385 -4,781	-18%	-$776K	0.57%	54
2024 Q4	$4.51M	Sell	26,166 -369	-1%	-$64.3K	0.8%	30
2024 Q3	$4.06M	Hold	26,535	–	–	0.74%	40
2024 Q2	$3.29M	Sell	26,535 -329	-1%	-$40.5K	0.63%	50
2024 Q1	$3.53M	Buy	+26,864	New	+$3.35M	0.69%	47

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

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

D.L. Carlson Investment Group's BX Position: Q1 2026 in Review

D.L. Carlson Investment Group sold out of Blackstone (BX) in Q1 2026, closing a stake of 28,186 shares — an estimated $4.34M sold.

D.L. Carlson Investment Group first reported a position in BX in Q1 2024 and held it in 8 quarters. The position peaked at $4.83M in Q3 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

D.L. Carlson Investment Group reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
D.L. Carlson Investment Group sold 28,186 Blackstone shares in Q1 2026, an estimated $4.34M.
D.L. Carlson Investment Group first reported a position in Blackstone in Q1 2024 and held it in 8 quarters.
D.L. Carlson Investment Group's Blackstone position peaked at $4.83M in Q3 2025.
2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on D.L. Carlson Investment Group's 13F filing for Q1 2026, filed 13 May 2026.