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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

J.M. Forbes & Co's BX Position: Q2 2026 in Review

J.M. Forbes & Co reduced its Blackstone (BX) stake by 0.02% in Q2 2026, selling an estimated $120 and leaving 5,083 shares worth $598K. The position accounts for 0.05% of the portfolio, ranked #102.

J.M. Forbes & Co first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $702K in Q3 2025. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • J.M. Forbes & Co held 5,083 shares of Blackstone worth $598K as of Q2 2026.
  • J.M. Forbes & Co sold 1 Blackstone share in Q2 2026, an estimated $120.
  • Blackstone made up 0.05% of J.M. Forbes & Co's portfolio in Q2 2026, its #102 holding.
  • J.M. Forbes & Co first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
  • J.M. Forbes & Co's Blackstone position peaked at $702K in Q3 2025.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on J.M. Forbes & Co's 13F filing for Q2 2026, filed 20 Jul 2026.