E&G Advisors’s Blackstone BX Stock Holding History

E&G Advisors’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	$1.87M	Buy	16,249 +8,247	+103%	+$1.07M	0.42%	47
2025 Q4	$1.23M	Sell	8,002 -880	-10%	-$134K	0.27%	71
2025 Q3	$1.51M	Sell	8,882 -247	-3%	-$42.3K	0.35%	56
2025 Q2	$1.36M	Sell	9,129 -1,175	-11%	-$161K	0.35%	56
2025 Q1	$1.43M	Sell	10,304 -80	-0.8%	-$13K	0.4%	51
2024 Q4	$1.78M	Sell	10,384 -100	-1%	-$17.4K	0.48%	38
2024 Q3	$1.6M	Hold	10,484	–	–	0.44%	50
2024 Q2	$1.29M	Hold	10,484	–	–	0.38%	58
2024 Q1	$1.37M	Sell	10,484 -100	-0.9%	-$12.5K	0.43%	51
2023 Q4	$1.38M	Sell	10,584 -500	-5%	-$54.1K	0.49%	46
2023 Q3	$1.19M	Sell	11,084 -200	-2%	-$20.8K	0.43%	56
2023 Q2	$1.05M	Sell	11,284 -700	-6%	-$60.5K	0.37%	65
2023 Q1	$1.05M	Buy	11,984 +250	+2%	+$22.1K	0.39%	61
2022 Q4	$871K	Sell	11,734 -550	-4%	-$47.5K	0.33%	74
2022 Q3	$1.03M	Sell	12,284 -1,350	-10%	-$131K	0.38%	57
2022 Q2	$1.24M	Sell	13,634 -2,300	-14%	-$248K	0.42%	55
2022 Q1	$2.02M	Sell	15,934 -1,300	-8%	-$159K	0.55%	33
2021 Q4	$2.23M	Sell	17,234 -300	-2%	-$40K	0.56%	39
2021 Q3	$2.04M	Buy	+17,534	New	+$2.03M	0.55%	39
2021 Q2	–	Sell	-17,734	Closed	-$1.57M	–	46
2021 Q1	$1.32M	Sell	17,734 -1,700	-9%	-$117K	0.39%	60
2020 Q4	$1.26M	Sell	19,434 -2,150	-10%	-$125K	0.39%	56
2020 Q3	$1.13M	Sell	21,584 -4,000	-16%	-$214K	0.39%	56
2020 Q2	$1.45M	Sell	25,584 -300	-1%	-$15.8K	0.56%	36
2020 Q1	$1.18M	Sell	25,884 -17,525	-40%	-$969K	0.58%	37
2019 Q4	$2.43M	Sell	43,409 -200	-0.5%	-$10.4K	0.9%	20
2019 Q3	$2.13M	Buy	+43,609	New	+$2.13M	0.85%	25
2019 Q2	–	Sell	-45,102	Closed	-$1.58M	–	180
2019 Q1	$1.58M	Sell	45,102 -5,845	-11%	-$195K	0.69%	34
2018 Q4	$1.52M	Sell	50,947 -189	-0.4%	-$6.25K	0.69%	32
2018 Q3	$1.95M	Buy	51,136 +1,955	+4%	+$70.6K	0.74%	25
2018 Q2	$1.58M	Buy	49,181 +6,230	+15%	+$198K	0.66%	35
2018 Q1	$1.37M	Buy	42,951 +5,507	+15%	+$188K	0.59%	38
2017 Q4	$1.2M	Buy	37,444 +400	+1%	+$13K	0.51%	42
2017 Q3	$1.24M	Buy	37,044 +1,100	+3%	+$36.2K	0.56%	40
2017 Q2	$1.2M	Buy	35,944 +1,000	+3%	+$31.4K	0.58%	39
2017 Q1	$1.04M	Buy	34,944 +1,800	+5%	+$54.1K	0.53%	44
2016 Q4	$896K	Sell	33,144 -2,075	-6%	-$53.9K	0.53%	46
2016 Q3	$899K	Sell	35,219 -6,500	-16%	-$172K	0.53%	46
2016 Q2	$1.02M	Sell	41,719 -200	-0.5%	-$5.32K	0.62%	38
2016 Q1	$1.18M	Sell	41,919 -2,150	-5%	-$56.8K	0.77%	31
2015 Q4	$1.29M	Buy	44,069 +997	+2%	+$31.8K	0.77%	33
2015 Q3	$1.34M	Buy	43,072 +6,725	+19%	+$243K	0.85%	33
2015 Q2	$1.46M	Buy	36,347 +2,089	+6%	+$85.8K	0.85%	36
2015 Q1	$1.31M	Buy	34,258 +2,344	+7%	+$84.7K	0.77%	36
2014 Q4	$1.06M	Sell	31,914 -2,751	-8%	-$86.1K	0.69%	43
2014 Q3	$1.07M	Buy	34,665 +75	+0.2%	+$2.44K	0.69%	46
2014 Q2	$1.14M	Buy	34,590 +9,013	+35%	+$278K	0.73%	47
2014 Q1	$835K	Buy	+25,577	New	+$816K	0.66%	54

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

E&G Advisors's BX Position: Q1 2026 in Review

E&G Advisors increased its Blackstone (BX) stake by 103% in Q1 2026, buying an estimated $1.07M and bringing the position to 16,249 shares worth $1.87M. The position accounts for 0.42% of the portfolio, ranked #47.

E&G Advisors first reported a position in BX in Q1 2014 and has held it in 47 quarters since. The position peaked at $2.43M in Q4 2019. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

E&G Advisors held 16,249 shares of Blackstone worth $1.87M as of Q1 2026.
E&G Advisors bought 8,247 Blackstone shares in Q1 2026, an estimated $1.07M.
Blackstone made up 0.42% of E&G Advisors's portfolio in Q1 2026, its #47 holding.
E&G Advisors first reported a position in Blackstone in Q1 2014 and has held it in 47 quarters since.
E&G Advisors's Blackstone position peaked at $2.43M in Q4 2019.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on E&G Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.