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FWL Investment Management’s Blackstone BX Stock Holding History

FWL Investment 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
Q1 		– Sell
-105
Closed -$16.2K – 359
2025
Q4 		$16.2K Hold
105
– – ﹤0.01% 237
2025
Q3 		$17.9K Buy
+105
New +$18K ﹤0.01% 206
2023
Q1 		– Sell
-330
Closed -$24.5K – 86
2022
Q4 		$24.5K Buy
+330
New +$28.5K 0.02% 113

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

FWL Investment Management's BX Position: Q1 2026 in Review

FWL Investment Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 105 shares — an estimated $16.2K sold.

FWL Investment Management first reported a position in BX in Q4 2022 and held it in 3 quarters. The position peaked at $24.5K in Q4 2022. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • FWL Investment Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • FWL Investment Management sold 105 Blackstone shares in Q1 2026, an estimated $16.2K.
  • FWL Investment Management first reported a position in Blackstone in Q4 2022 and held it in 3 quarters.
  • FWL Investment Management's Blackstone position peaked at $24.5K in Q4 2022.
  • 2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on FWL Investment Management's 13F filing for Q1 2026, filed 15 May 2026.