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Forum Financial Management’s Blackstone BX Stock Holding History

Forum Financial 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 		$555K Sell
4,716
-309
-6% -$37.1K 0.01% 196
2026
Q1 		$578K Sell
5,025
-3,271
-39% -$426K 0.01% 185
2025
Q4 		$1.28M Sell
8,296
-398
-5% -$60.5K 0.02% 198
2025
Q3 		$1.49M Buy
8,694
+1,519
+21% +$260K 0.02% 173
2025
Q2 		$1.07M Buy
7,175
+181
+3% +$24.9K 0.02% 207
2025
Q1 		$978K Sell
6,994
-1,173
-14% -$190K 0.02% 214
2024
Q4 		$1.41M Sell
8,167
-36
-0.4% -$6.27K 0.02% 162
2024
Q3 		$1.26M Sell
8,203
-87
-1% -$12.1K 0.02% 156
2024
Q2 		$1.03M Buy
8,290
+107
+1% +$13.2K 0.02% 175
2024
Q1 		$1.08M Buy
8,183
+173
+2% +$21.6K 0.02% 180
2023
Q4 		$1.05M Sell
8,010
-352
-4% -$38.1K 0.02% 161
2023
Q3 		$896K Buy
8,362
+41
+0.5% +$4.27K 0.02% 174
2023
Q2 		$774K Buy
8,321
+2,200
+36% +$190K 0.02% 196
2023
Q1 		$538K Sell
6,121
-598
-9% -$52.8K 0.02% 245
2022
Q4 		$499K Sell
6,719
-42
-0.6% -$3.63K 0.02% 256
2022
Q3 		$566K Buy
6,761
+9
+0.1% +$872 0.03% 199
2022
Q2 		$616K Buy
6,752
+944
+16% +$102K 0.03% 195
2022
Q1 		$737K Sell
5,808
-552
-9% -$67.3K 0.04% 173
2021
Q4 		$823K Buy
+6,360
New +$848K 0.04% 152

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Forum Financial Management's BX Position: Q2 2026 in Review

Forum Financial Management reduced its Blackstone (BX) stake by 6.1% in Q2 2026, selling an estimated $37.1K and leaving 4,716 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #196.

Forum Financial Management first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.49M in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Forum Financial Management held 4,716 shares of Blackstone worth $555K as of Q2 2026.
  • Forum Financial Management sold 309 Blackstone shares in Q2 2026, an estimated $37.1K.
  • Blackstone made up 0.01% of Forum Financial Management's portfolio in Q2 2026, its #196 holding.
  • Forum Financial Management first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Blackstone position peaked at $1.49M in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.