F/M Investments’s Blackstone BX Stock Holding History

F/M Investments’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	$5.95M	Sell	50,523 -1,298	-3%	-$156K	0.3%	69
2026 Q1	$5.96M	Sell	51,821 -16,262	-24%	-$2.12M	0.4%	55
2025 Q4	$10.5M	Sell	68,083 -8,270	-11%	-$1.26M	0.4%	52
2025 Q3	$13M	Buy	76,353 +24,112	+46%	+$4.13M	0.5%	40
2025 Q2	$7.81M	Sell	52,241 -121	-0.2%	-$16.6K	0.28%	74
2025 Q1	$7.32M	Sell	52,362 -611	-1%	-$99.2K	0.29%	72
2024 Q4	$9.13M	Buy	52,973 +18,376	+53%	+$3.2M	0.34%	64
2024 Q3	$5.3M	Sell	34,597 -134	-0.4%	-$18.6K	0.17%	163
2024 Q2	$4.3M	Buy	+34,731	New	+$4.27M	0.16%	169

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

F/M Investments's BX Position: Q2 2026 in Review

F/M Investments reduced its Blackstone (BX) stake by 2.5% in Q2 2026, selling an estimated $156K and leaving 50,523 shares worth $5.95M. The position accounts for 0.3% of the portfolio, ranked #69.

F/M Investments first reported a position in BX in Q2 2024 and has held it in 9 quarters since. The position peaked at $13M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

F/M Investments held 50,523 shares of Blackstone worth $5.95M as of Q2 2026.
F/M Investments sold 1,298 Blackstone shares in Q2 2026, an estimated $156K.
Blackstone made up 0.3% of F/M Investments's portfolio in Q2 2026, its #69 holding.
F/M Investments first reported a position in Blackstone in Q2 2024 and has held it in 9 quarters since.
F/M Investments's Blackstone position peaked at $13M in Q3 2025.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.