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J.M. Forbes & Co’s Blackstone BX Stock Holding History

J.M. Forbes & Co’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
Q3 		$559K Sell
4,983
-100
-2% -$13.1K 0.04% 103
2026
Q2 		$598K Sell
5,083
-1
-0% -$120 0.05% 102
2026
Q1 		$585K Buy
5,084
+1,000
+24% +$130K 0.05% 98
2025
Q4 		$630K Sell
4,084
-25
-0.6% -$3.8K 0.05% 93
2025
Q3 		$702K Buy
4,109
+1
+0% +$171 0.06% 88
2025
Q2 		$614K Buy
4,108
+25
+0.6% +$3.44K 0.06% 90
2025
Q1 		$571K Buy
+4,083
New +$663K 0.06% 95

Other funds holding BX

CAM
Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return
Douglas Lane & Associates
Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return
Fort Washington Investment Advisors
Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return
HCMG
Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
MLL
Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.52B AUM 21.45% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

J.M. Forbes & Co's BX Position: Q3 2026 in Review

J.M. Forbes & Co reduced its Blackstone (BX) stake by 2% in Q3 2026, selling an estimated $13.1K and leaving 4,983 shares worth $559K. The position accounts for 0.04% of the portfolio, ranked #103.

J.M. Forbes & Co first reported a position in BX in Q1 2025 and has held it in 7 quarters since. The position peaked at $702K in Q3 2025. 327 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • J.M. Forbes & Co held 4,983 shares of Blackstone worth $559K as of Q3 2026.
  • J.M. Forbes & Co sold 100 Blackstone shares in Q3 2026, an estimated $13.1K.
  • Blackstone made up 0.04% of J.M. Forbes & Co's portfolio in Q3 2026, its #103 holding.
  • J.M. Forbes & Co first reported a position in Blackstone in Q1 2025 and has held it in 7 quarters since.
  • J.M. Forbes & Co's Blackstone position peaked at $702K in Q3 2025.
  • 327 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on J.M. Forbes & Co's 13F filing for Q3 2026, filed 16 Oct 2026.