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Edgemoor Investment Advisors’s Blackstone BX Stock Holding History

Edgemoor Investment 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 		$18M Buy
156,613
+2,761
+2% +$359K 1.42% 18
2025
Q4 		$23.7M Buy
153,852
+1,578
+1% +$240K 1.84% 14
2025
Q3 		$26M Buy
152,274
+430
+0.3% +$73.7K 2.01% 13
2025
Q2 		$22.7M Sell
151,844
-829
-0.5% -$114K 1.96% 14
2025
Q1 		$21.3M Buy
152,673
+150
+0.1% +$24.3K 1.96% 15
2024
Q4 		$26.3M Sell
152,523
-1,090
-0.7% -$190K 2.32% 12
2024
Q3 		$23.5M Sell
153,613
-5,222
-3% -$724K 2.05% 14
2024
Q2 		$19.7M Buy
158,835
+4,514
+3% +$555K 1.83% 15
2024
Q1 		$20.3M Buy
154,321
+132
+0.1% +$16.5K 1.92% 14
2023
Q4 		$20.2M Sell
154,189
-2,461
-2% -$266K 2.11% 14
2023
Q3 		$16.8M Buy
156,650
+532
+0.3% +$55.4K 1.98% 13
2023
Q2 		$14.5M Sell
156,118
-2,421
-2% -$209K 1.64% 14
2023
Q1 		$13.9M Buy
158,539
+819
+0.5% +$72.3K 1.69% 13
2022
Q4 		$11.7M Buy
157,720
+8,517
+6% +$736K 1.47% 19
2022
Q3 		$12.5M Buy
149,203
+3,514
+2% +$340K 1.66% 15
2022
Q2 		$13.3M Sell
145,689
-615
-0.4% -$66.4K 1.68% 14
2022
Q1 		$18.6M Sell
146,304
-4,336
-3% -$529K 1.96% 12
2021
Q4 		$19.5M Sell
150,640
-8,871
-6% -$1.18M 2% 13
2021
Q3 		$18.6M Sell
159,511
-28,866
-15% -$3.35M 2.11% 12
2021
Q2 		$18.3M Buy
188,377
+430
+0.2% +$38.2K 1.71% 15
2021
Q1 		$14M Buy
187,947
+19,900
+12% +$1.37M 1.4% 22
2020
Q4 		$10.9M Sell
168,047
-5,753
-3% -$335K 1.22% 31
2020
Q3 		$9.07M Sell
173,800
-532
-0.3% -$28.5K 1.12% 34
2020
Q2 		$9.88M Buy
174,332
+3,614
+2% +$190K 1.33% 28
2020
Q1 		$7.78M Sell
170,718
-2,862
-2% -$158K 1.27% 30
2019
Q4 		$9.71M Sell
173,580
-484
-0.3% -$25.1K 1.11% 40
2019
Q3 		$8.5M Sell
174,064
-333
-0.2% -$16.2K 1.05% 42
2019
Q2 		$7.75M Buy
174,397
+1,635
+0.9% +$65.2K 0.98% 39
2019
Q1 		$6.04M Buy
172,762
+18,620
+12% +$621K 0.8% 42
2018
Q4 		$4.59M Sell
154,142
-1,635
-1% -$54K 0.69% 44
2018
Q3 		$5.93M Sell
155,777
-2,871
-2% -$104K 0.74% 47
2018
Q2 		$5.1M Sell
158,648
-60
-0% -$1.91K 0.68% 50
2018
Q1 		$5.07M Buy
158,708
+2,930
+2% +$99.9K 0.68% 49
2017
Q4 		$5.46M Buy
155,778
+9,935
+7% +$323K 0.69% 49
2017
Q3 		$4.87M Buy
145,843
+28,910
+25% +$951K 0.66% 52
2017
Q2 		$3.9M Buy
116,933
+53,799
+85% +$1.69M 0.53% 61
2017
Q1 		$1.88M Buy
+63,134
New +$1.9M 0.27% 70
2015
Q3 		– Sell
-5,613
Closed -$225K – 145
2015
Q2 		$225K Hold
5,613
– – 0.03% 131
2015
Q1 		$214K Buy
+5,613
New +$203K 0.03% 128

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Edgemoor Investment Advisors's BX Position: Q1 2026 in Review

Edgemoor Investment Advisors increased its Blackstone (BX) stake by 1.8% in Q1 2026, buying an estimated $359K and bringing the position to 156,613 shares worth $18M. The position accounts for 1.42% of the portfolio, ranked #18.

Edgemoor Investment Advisors first reported a position in BX in Q1 2015 and has held it in 39 quarters since. The position peaked at $26.3M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Edgemoor Investment Advisors held 156,613 shares of Blackstone worth $18M as of Q1 2026.
  • Edgemoor Investment Advisors bought 2,761 Blackstone shares in Q1 2026, an estimated $359K.
  • Blackstone made up 1.42% of Edgemoor Investment Advisors's portfolio in Q1 2026, its #18 holding.
  • Edgemoor Investment Advisors first reported a position in Blackstone in Q1 2015 and has held it in 39 quarters since.
  • Edgemoor Investment Advisors's Blackstone position peaked at $26.3M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2026, filed 13 May 2026.