IAM Advisory’s Blackstone BX Stock Holding History

IAM Advisory’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
2025 Q4	–	Sell	-5,499	Closed	-$939K	–	105
2025 Q3	$939K	Buy	5,499 +31	+0.6%	+$5.31K	0.21%	60
2025 Q2	$818K	Buy	5,468 +182	+3%	+$25K	0.2%	61
2025 Q1	$739K	Sell	5,286 -18	-0.3%	-$2.92K	0.19%	66
2024 Q4	$914K	Buy	5,304 +17	+0.3%	+$2.96K	0.23%	60
2024 Q3	$810K	Buy	5,287 +85	+2%	+$11.8K	0.2%	64
2024 Q2	$644K	Sell	5,202 -1,265	-20%	-$156K	0.17%	65
2024 Q1	$850K	Buy	6,467 +168	+3%	+$21K	0.23%	58
2023 Q4	$825K	Sell	6,299 -864	-12%	-$93.5K	0.26%	53
2023 Q3	$767K	Buy	7,163 +556	+8%	+$57.9K	0.27%	53
2023 Q2	$614K	Buy	6,607 +129	+2%	+$11.1K	0.21%	58
2023 Q1	$569K	Sell	6,478 -540	-8%	-$47.7K	0.2%	62
2022 Q4	$521K	Buy	7,018 +42	+0.6%	+$3.63K	0.19%	60
2022 Q3	$584K	Buy	6,976 +156	+2%	+$15.1K	0.25%	56
2022 Q2	$622K	Buy	6,820 +129	+2%	+$13.9K	0.26%	52
2022 Q1	$849K	Buy	+6,691	New	+$816K	0.34%	45

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM