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Investmark Advisory Group’s Blackstone BX Stock Holding History

Investmark Advisory Group’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
Q1 		$288K Sell
2,501
-92
-4% -$12K 0.12% 110
2025
Q4 		$400K Buy
2,593
+13
+0.5% +$1.98K 0.17% 86
2025
Q3 		$441K Sell
2,580
-21
-0.8% -$3.6K 0.19% 85
2025
Q2 		$389K Sell
2,601
-4
-0.2% -$550 0.18% 85
2025
Q1 		$364K Sell
2,605
-9
-0.3% -$1.46K 0.18% 82
2024
Q4 		$451K Buy
2,614
+6
+0.2% +$1.04K 0.22% 73
2024
Q3 		$399K Buy
2,608
+60
+2% +$8.32K 0.19% 82
2024
Q2 		$315K Sell
2,548
-16
-0.6% -$1.97K 0.17% 87
2024
Q1 		$337K Buy
2,564
+9
+0.4% +$1.12K 0.18% 86
2023
Q4 		$335K Buy
2,555
+53
+2% +$5.73K 0.2% 86
2023
Q3 		$268K Sell
2,502
-223
-8% -$23.2K 0.18% 83
2023
Q2 		$253K Sell
2,725
-129
-5% -$11.1K 0.17% 86
2023
Q1 		$251K Sell
2,854
-75
-3% -$6.63K 0.18% 84
2022
Q4 		$217K Buy
2,929
+250
+9% +$21.6K 0.16% 96
2022
Q3 		$224K Buy
2,679
+212
+9% +$20.5K 0.2% 84
2022
Q2 		$225K Sell
2,467
-179
-7% -$19.3K 0.22% 74
2022
Q1 		$335K Sell
2,646
-23
-0.9% -$2.81K 0.35% 55
2021
Q4 		$345K Buy
+2,669
New +$356K 0.32% 56

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Investmark Advisory Group's BX Position: Q1 2026 in Review

Investmark Advisory Group reduced its Blackstone (BX) stake by 3.5% in Q1 2026, selling an estimated $12K and leaving 2,501 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #110.

Investmark Advisory Group first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $451K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Investmark Advisory Group held 2,501 shares of Blackstone worth $288K as of Q1 2026.
  • Investmark Advisory Group sold 92 Blackstone shares in Q1 2026, an estimated $12K.
  • Blackstone made up 0.12% of Investmark Advisory Group's portfolio in Q1 2026, its #110 holding.
  • Investmark Advisory Group first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • Investmark Advisory Group's Blackstone position peaked at $451K in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Investmark Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.