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Formidable Asset Management’s Blackstone BX Stock Holding History

Formidable Asset Management’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 		$307K Sell
2,670
-94
-3% -$11.3K 0.05% 315
2026
Q1 		$426K Buy
2,764
+356
+15% +$46.3K 0.07% 249
2025
Q4 		$411K Buy
2,408
+813
+51% +$124K 0.06% 273
2025
Q3 		$239K Sell
1,595
-50
-3% -$8.57K 0.04% 359
2025
Q2 		$230K Hold
1,645
– – 0.04% 349
2025
Q1 		$230K Sell
1,645
-25
-1% -$4.06K 0.04% 349
2024
Q4 		$288K Sell
1,670
-100
-6% -$17.4K 0.05% 306
2024
Q3 		$271K Sell
1,770
-43
-2% -$5.96K 0.04% 310
2024
Q2 		$224K Buy
+1,813
New +$223K 0.04% 351
2022
Q2 		– Sell
-1,670
Closed -$212K – 327
2022
Q1 		$212K Buy
+1,670
New +$204K 0.04% 301
2019
Q2 		– Sell
-3,042
Closed -$547K – 238
2019
Q1 		$547K Buy
+3,042
New +$102K 0.22% 92

Other funds holding BX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return
CTB
Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

Formidable Asset Management's BX Position: Q2 2026 in Review

Formidable Asset Management reduced its Blackstone (BX) stake by 3.4% in Q2 2026, selling an estimated $11.3K and leaving 2,670 shares worth $307K. The position accounts for 0.05% of the portfolio, ranked #315.

Formidable Asset Management first reported a position in BX in Q1 2019 and has held it in 11 quarters since. The position peaked at $547K in Q1 2019. 779 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Formidable Asset Management held 2,670 shares of Blackstone worth $307K as of Q2 2026.
  • Formidable Asset Management sold 94 Blackstone shares in Q2 2026, an estimated $11.3K.
  • Blackstone made up 0.05% of Formidable Asset Management's portfolio in Q2 2026, its #315 holding.
  • Formidable Asset Management first reported a position in Blackstone in Q1 2019 and has held it in 11 quarters since.
  • Formidable Asset Management's Blackstone position peaked at $547K in Q1 2019.
  • 779 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.