James J. Burns & Company’s Blackstone BX Stock Holding History

James J. Burns & Company’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	$315K	Buy	2,680 +3	+0.1%	+$360	0.03%	126
2026 Q1	$308K	Buy	2,677 +21	+0.8%	+$2.73K	0.04%	123
2025 Q4	$409K	Buy	2,656 +1,303	+96%	+$198K	0.06%	105
2025 Q3	$231K	Sell	1,353 -13	-1%	-$2.23K	0.03%	145
2025 Q2	$204K	Sell	1,366 -106	-7%	-$14.6K	0.03%	153
2025 Q1	$206K	Sell	1,472 -1,297	-47%	-$211K	0.04%	138
2024 Q4	$478K	Buy	2,769 +369	+15%	+$64.3K	0.08%	91
2024 Q3	$367K	Buy	+2,400	New	+$333K	0.07%	93

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

James J. Burns & Company's BX Position: Q2 2026 in Review

James J. Burns & Company increased its Blackstone (BX) stake by 0.11% in Q2 2026, buying an estimated $360 and bringing the position to 2,680 shares worth $315K. The position accounts for 0.03% of the portfolio, ranked #126.

James J. Burns & Company first reported a position in BX in Q3 2024 and has held it in 8 quarters since. The position peaked at $478K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

James J. Burns & Company held 2,680 shares of Blackstone worth $315K as of Q2 2026.
James J. Burns & Company bought 3 Blackstone shares in Q2 2026, an estimated $360.
Blackstone made up 0.03% of James J. Burns & Company's portfolio in Q2 2026, its #126 holding.
James J. Burns & Company first reported a position in Blackstone in Q3 2024 and has held it in 8 quarters since.
James J. Burns & Company's Blackstone position peaked at $478K in Q4 2024.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on James J. Burns & Company's 13F filing for Q2 2026, filed 6 Aug 2026.