Guardian Investment Management’s Blackstone BX Stock Holding History

Guardian 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 Q2	$15.9M	Buy	135,500 +56,071	+71%	+$6.74M	10.29%	3
2026 Q1	$9.13M	Hold	79,429	–	–	7.21%	3
2025 Q4	$12.2M	Buy	79,429 +62,114	+359%	+$9.44M	9.54%	2
2025 Q3	$2.96M	Buy	+17,315	New	+$2.97M	2.52%	12
2025 Q2	–	Sell	-129,915	Closed	-$18.2M	–	54
2025 Q1	$18.2M	Sell	129,915 -9,300	-7%	-$1.51M	15.28%	2
2024 Q4	$24M	Buy	+139,215	New	+$24.3M	17.13%	2
2022 Q1	–	Sell	-83,000	Closed	-$10.7M	–	58
2021 Q4	$10.7M	Hold	83,000	–	–	7.47%	2
2021 Q3	$9.65M	Buy	+83,000	New	+$9.63M	7.13%	2
2014 Q4	–	Sell	-18,342	Closed	-$599K	–	54
2014 Q3	$599K	Buy	+18,342	New	+$597K	0.69%	51
2014 Q2	–	Sell	-18,342	Closed	-$599K	–	58
2014 Q1	$599K	Buy	+18,342	New	+$585K	0.69%	51

Other funds holding BX

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Guardian Investment Management's BX Position: Q2 2026 in Review

Guardian Investment Management increased its Blackstone (BX) stake by 71% in Q2 2026, buying an estimated $6.74M and bringing the position to 135,500 shares worth $15.9M. The position accounts for 10.29% of the portfolio, ranked #3.

Guardian Investment Management first reported a position in BX in Q1 2014 and has held it in 10 quarters since. The position peaked at $24M in Q4 2024. 831 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Guardian Investment Management held 135,500 shares of Blackstone worth $15.9M as of Q2 2026.
Guardian Investment Management bought 56,071 Blackstone shares in Q2 2026, an estimated $6.74M.
Blackstone made up 10.29% of Guardian Investment Management's portfolio in Q2 2026, its #3 holding.
Guardian Investment Management first reported a position in Blackstone in Q1 2014 and has held it in 10 quarters since.
Guardian Investment Management's Blackstone position peaked at $24M in Q4 2024.
831 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Guardian Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.