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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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Norges Bank Oslo, Norway $935B AUM

IAM Advisory's BX Position: Q4 2025 in Review

IAM Advisory sold out of Blackstone (BX) in Q4 2025, closing a stake of 5,499 shares — an estimated $939K sold.

IAM Advisory first reported a position in BX in Q1 2022 and held it in 15 quarters. The position peaked at $939K in Q3 2025. 2,282 funds tracked by Wall St. Rank hold BX as of Q4 2025.

  • IAM Advisory reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
  • IAM Advisory sold 5,499 Blackstone shares in Q4 2025, an estimated $939K.
  • IAM Advisory first reported a position in Blackstone in Q1 2022 and held it in 15 quarters.
  • IAM Advisory's Blackstone position peaked at $939K in Q3 2025.
  • 2,282 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on IAM Advisory's 13F filing for Q4 2025, filed 7 Jan 2026.