Investors Research Corp’s Blackstone BX Stock Holding History

Investors Research Corp’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	$1.13M	Sell	9,638 -75	-0.8%	-$9.01K	0.2%	85
2026 Q1	$1.12M	Buy	9,713 +9,488	+4,217%	+$1.23M	0.21%	91
2025 Q4	$34.7K	Hold	225	–	–	0.01%	474
2025 Q3	$38.4K	Hold	225	–	–	0.01%	475
2025 Q2	$33.7K	Buy	+225	New	+$30.9K	0.01%	510
2024 Q3	–	Sell	-50	Closed	-$6.19K	–	987
2024 Q2	$6.19K	Hold	50	–	–	﹤0.01%	787
2024 Q1	$6.57K	Hold	50	–	–	﹤0.01%	770
2023 Q4	$6.55K	Hold	50	–	–	﹤0.01%	792
2023 Q3	$5.36K	Hold	50	–	–	﹤0.01%	821
2023 Q2	$4.65K	Hold	50	–	–	﹤0.01%	863
2023 Q1	$4.39K	Hold	50	–	–	﹤0.01%	890
2022 Q4	$3.71K	Hold	50	–	–	﹤0.01%	915
2022 Q3	$4K	Hold	50	–	–	﹤0.01%	876
2022 Q2	$5K	Hold	50	–	–	﹤0.01%	830
2022 Q1	$6K	Hold	50	–	–	﹤0.01%	814
2021 Q4	$6K	Hold	50	–	–	﹤0.01%	825
2021 Q3	$6K	Hold	50	–	–	﹤0.01%	841
2021 Q2	$5K	Hold	50	–	–	﹤0.01%	847
2021 Q1	$4K	Sell	50 -750	-94%	-$51.8K	﹤0.01%	852
2020 Q4	$52K	Hold	800	–	–	0.02%	530
2020 Q3	$42K	Hold	800	–	–	0.02%	541
2020 Q2	$45K	Hold	800	–	–	0.02%	509
2020 Q1	$36K	Hold	800	–	–	0.02%	495
2019 Q4	$45K	Hold	800	–	–	0.02%	536
2019 Q3	$39K	Hold	800	–	–	0.02%	554
2019 Q2	$36K	Hold	800	–	–	0.02%	561
2019 Q1	$28K	Buy	+800	New	+$26.7K	0.01%	596

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Investors Research Corp's BX Position: Q2 2026 in Review

Investors Research Corp reduced its Blackstone (BX) stake by 0.77% in Q2 2026, selling an estimated $9.01K and leaving 9,638 shares worth $1.13M. The position accounts for 0.2% of the portfolio, ranked #85.

Investors Research Corp first reported a position in BX in Q1 2019 and has held it in 27 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Investors Research Corp held 9,638 shares of Blackstone worth $1.13M as of Q2 2026.
Investors Research Corp sold 75 Blackstone shares in Q2 2026, an estimated $9.01K.
Blackstone made up 0.2% of Investors Research Corp's portfolio in Q2 2026, its #85 holding.
Investors Research Corp first reported a position in Blackstone in Q1 2019 and has held it in 27 quarters since.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Investors Research Corp's 13F filing for Q2 2026, filed 10 Jul 2026.