IMA Advisory Services’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$174K Buy
1,517
+538
+55% +$70K 0.02% 181
2025
Q4
$151K Buy
979
+183
+23% +$27.8K 0.01% 189
2025
Q3
$136K Buy
796
+230
+41% +$39.4K 0.01% 181
2025
Q2
$84.7K Buy
566
+6
+1% +$824 0.01% 197
2025
Q1
$78.3K Buy
+560
New +$90.9K 0.01% 210
2024
Q4
Sell
-560
Closed -$85.8K 183
2024
Q3
$85.8K Buy
+560
New +$77.7K 0.02% 157
2022
Q4
Sell
-1
Closed 357
2022
Q3
$0 Buy
+1
New +$97 ﹤0.01% 334
2014
Q1
Sell
-42,350
Closed -$1.31M 159
2013
Q4
$1.31M Buy
42,350
+408
+1% +$11.1K 0.62% 54
2013
Q3
$1.02M Buy
41,942
+2,986
+8% +$66.5K 0.5% 63
2013
Q2
$805K Buy
+38,956
New +$811K 0.44% 81

Other funds holding BX

IMA Advisory Services's BX Position: Q1 2026 in Review

IMA Advisory Services increased its Blackstone (BX) stake by 55% in Q1 2026, buying an estimated $70K and bringing the position to 1,517 shares worth $174K. The position accounts for 0.02% of the portfolio, ranked #181.

IMA Advisory Services first reported a position in BX in Q2 2013 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2013. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • IMA Advisory Services held 1,517 shares of Blackstone worth $174K as of Q1 2026.
  • IMA Advisory Services bought 538 Blackstone shares in Q1 2026, an estimated $70K.
  • Blackstone made up 0.02% of IMA Advisory Services's portfolio in Q1 2026, its #181 holding.
  • IMA Advisory Services first reported a position in Blackstone in Q2 2013 and has held it in 10 quarters since.
  • IMA Advisory Services's Blackstone position peaked at $1.31M in Q4 2013.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.