Islay Capital Management’s Blackstone BX Stock Holding History

Islay Capital Management’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	–	Sell	-1,000	Closed	-$154K	–	205
2025 Q4	$154K	Hold	1,000	–	–	0.09%	87
2025 Q3	$171K	Hold	1,000	–	–	0.1%	98
2025 Q2	$150K	Hold	1,000	–	–	0.1%	91
2025 Q1	$140K	Hold	1,000	–	–	0.09%	90
2024 Q4	$172K	Hold	1,000	–	–	0.12%	96
2024 Q3	$153K	Hold	1,000	–	–	0.1%	92
2024 Q2	$124K	Hold	1,000	–	–	0.09%	100
2024 Q1	$131K	Hold	1,000	–	–	0.1%	98
2023 Q4	$131K	Hold	1,000	–	–	0.1%	102
2023 Q3	$107K	Hold	1,000	–	–	0.09%	103
2023 Q2	$93K	Hold	1,000	–	–	0.08%	107
2023 Q1	$87.8K	Hold	1,000	–	–	0.09%	111
2022 Q4	$74.2K	Hold	1,000	–	–	0.09%	109
2022 Q3	$84K	Hold	1,000	–	–	0.1%	110
2022 Q2	$91K	Hold	1,000	–	–	0.09%	145
2022 Q1	$127K	Hold	1,000	–	–	0.11%	121
2021 Q4	$129K	Hold	1,000	–	–	0.1%	132
2021 Q3	$116K	Hold	1,000	–	–	0.09%	134
2021 Q2	$97K	Hold	1,000	–	–	0.08%	161
2021 Q1	$75K	Hold	1,000	–	–	0.06%	163
2020 Q4	$65K	Hold	1,000	–	–	0.06%	161
2020 Q3	$52K	Hold	1,000	–	–	0.05%	175
2020 Q2	$57K	Sell	1,000 -1,000	-50%	-$52.6K	0.07%	157
2020 Q1	$91K	Hold	2,000	–	–	0.12%	95
2019 Q4	$112K	Buy	+2,000	New	+$104K	0.11%	96

Other funds holding BX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Islay Capital Management's BX Position: Q1 2026 in Review

Islay Capital Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,000 shares — an estimated $154K sold.

Islay Capital Management first reported a position in BX in Q4 2019 and held it in 25 quarters. The position peaked at $172K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Islay Capital Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Islay Capital Management sold 1,000 Blackstone shares in Q1 2026, an estimated $154K.
Islay Capital Management first reported a position in Blackstone in Q4 2019 and held it in 25 quarters.
Islay Capital Management's Blackstone position peaked at $172K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Islay Capital Management's 13F filing for Q1 2026, filed 14 May 2026.