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HFM Investment Advisors’s Blackstone BX Stock Holding History

HFM Investment Advisors’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 		$5.88K Buy
50
+3
+6% +$360 ﹤0.01% 172
2026
Q1 		$5.41K Sell
47
-6
-11% -$781 ﹤0.01% 149
2025
Q4 		$8.17K Buy
53
+6
+13% +$912 ﹤0.01% 138
2025
Q3 		$8.03K Hold
47
– – ﹤0.01% 91
2025
Q2 		$7.03K Buy
47
+1
+2% +$137 ﹤0.01% 103
2025
Q1 		$6.43K Buy
+46
New +$7.47K ﹤0.01% 97

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

HFM Investment Advisors's BX Position: Q2 2026 in Review

HFM Investment Advisors increased its Blackstone (BX) stake by 6.4% in Q2 2026, buying an estimated $360 and bringing the position to 50 shares worth $5.88K. The position accounts for ﹤0.01% of the portfolio, ranked #172.

HFM Investment Advisors first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.17K in Q4 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • HFM Investment Advisors held 50 shares of Blackstone worth $5.88K as of Q2 2026.
  • HFM Investment Advisors bought 3 Blackstone shares in Q2 2026, an estimated $360.
  • Blackstone made up ﹤0.01% of HFM Investment Advisors's portfolio in Q2 2026, its #172 holding.
  • HFM Investment Advisors first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
  • HFM Investment Advisors's Blackstone position peaked at $8.17K in Q4 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on HFM Investment Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.