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Godshalk Welsh Capital Management’s Blackstone BX Stock Holding History

Godshalk Welsh Capital 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 		$1.15M Sell
10,005
-15
-0.1% -$1.95K 0.67% 55
2025
Q4 		$1.54M Sell
10,020
-50
-0.5% -$7.6K 0.88% 34
2025
Q3 		$1.72M Sell
10,070
-25
-0.2% -$4.28K 0.99% 31
2025
Q2 		$1.51M Hold
10,095
– – 0.93% 31
2025
Q1 		$1.41M Sell
10,095
-210
-2% -$34.1K 0.92% 33
2024
Q4 		$1.78M Sell
10,305
-75
-0.7% -$13.1K 1.15% 24
2024
Q3 		$1.59M Hold
10,380
– – 1% 29
2024
Q2 		$1.29M Sell
10,380
-50
-0.5% -$6.15K 0.86% 34
2024
Q1 		$1.37M Sell
10,430
-50
-0.5% -$6.24K 0.92% 34
2023
Q4 		$1.37M Sell
10,480
-670
-6% -$72.5K 0.99% 35
2023
Q3 		$1.19M Buy
11,150
+300
+3% +$31.2K 0.9% 38
2023
Q2 		$1.01M Buy
10,850
+50
+0.5% +$4.32K 0.69% 49
2023
Q1 		$949K Buy
10,800
+125
+1% +$11K 0.67% 51
2022
Q4 		$792K Sell
10,675
-275
-3% -$23.7K 0.58% 62
2022
Q3 		$917K Buy
10,950
+125
+1% +$12.1K 0.68% 53
2022
Q2 		$988K Hold
10,825
– – 0.71% 50
2022
Q1 		$1.37M Sell
10,825
-50
-0.5% -$6.1K 0.84% 45
2021
Q4 		$1.41M Sell
10,875
-100
-0.9% -$13.3K 0.8% 45
2021
Q3 		$1.28M Sell
10,975
-50
-0.5% -$5.8K 0.8% 44
2021
Q2 		$1.21M Sell
11,025
-100
-0.9% -$8.88K 0.75% 44
2021
Q1 		$829K Sell
11,125
-150
-1% -$10.4K 0.58% 57
2020
Q4 		$731K Buy
11,275
+1,250
+12% +$72.8K 0.54% 62
2020
Q3 		$523K Buy
+10,025
New +$537K 0.44% 71

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

Godshalk Welsh Capital Management's BX Position: Q1 2026 in Review

Godshalk Welsh Capital Management reduced its Blackstone (BX) stake by 0.15% in Q1 2026, selling an estimated $1.95K and leaving 10,005 shares worth $1.15M. The position accounts for 0.67% of the portfolio, ranked #55.

Godshalk Welsh Capital Management first reported a position in BX in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.78M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Godshalk Welsh Capital Management held 10,005 shares of Blackstone worth $1.15M as of Q1 2026.
  • Godshalk Welsh Capital Management sold 15 Blackstone shares in Q1 2026, an estimated $1.95K.
  • Blackstone made up 0.67% of Godshalk Welsh Capital Management's portfolio in Q1 2026, its #55 holding.
  • Godshalk Welsh Capital Management first reported a position in Blackstone in Q3 2020 and has held it in 23 quarters since.
  • Godshalk Welsh Capital Management's Blackstone position peaked at $1.78M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2026, filed 13 May 2026.