JRM Investment Counsel’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $323K | Sell |
2,741
-45
| -2% | -$5.41K | 0.08% | 21 |
|
|
2026
Q1 | $320K | Sell |
2,786
-168
| -6% | -$21.9K | 0.09% | 20 |
|
|
2025
Q4 | $455K | Sell |
2,954
-430
| -13% | -$65.3K | 0.13% | 20 |
|
|
2025
Q3 | $578K | Sell |
3,384
-4,641
| -58% | -$795K | 0.17% | 20 |
|
|
2025
Q2 | $1.2M | Sell |
8,025
-14,967
| -65% | -$2.06M | 0.39% | 17 |
|
|
2025
Q1 | $3.21M | Sell |
22,992
-12,229
| -35% | -$1.98M | 1.1% | 14 |
|
|
2024
Q4 | $6.07M | Sell |
35,221
-7,225
| -17% | -$1.26M | 2.15% | 12 |
|
|
2024
Q3 | $6.5M | Sell |
42,446
-8,471
| -17% | -$1.18M | 2.24% | 12 |
|
|
2024
Q2 | $6.3M | Sell |
50,917
-5,552
| -10% | -$683K | 2.13% | 12 |
|
|
2024
Q1 | $7.42M | Sell |
56,469
-19,802
| -26% | -$2.47M | 2.45% | 12 |
|
|
2023
Q4 | $9.99M | Sell |
76,271
-650
| -0.8% | -$70.3K | 3.65% | 12 |
|
|
2023
Q3 | $8.24M | Sell |
76,921
-16,451
| -18% | -$1.71M | 3.65% | 10 |
|
|
2023
Q2 | $8.68M | Sell |
93,372
-13,337
| -12% | -$1.15M | 3.68% | 10 |
|
|
2023
Q1 | $9.37M | Sell |
106,709
-26,419
| -20% | -$2.33M | 4.11% | 10 |
|
|
2022
Q4 | $9.88M | Sell |
133,128
-39,908
| -23% | -$3.45M | 4.24% | 10 |
|
|
2022
Q3 | $14.5M | Sell |
173,036
-3,193
| -2% | -$309K | 6.17% | 5 |
|
|
2022
Q2 | $16.1M | Buy |
176,229
+4,407
| +3% | +$476K | 7% | 6 |
|
|
2022
Q1 | $21.8M | Buy |
171,822
+282
| +0.2% | +$34.4K | 8.74% | 2 |
|
|
2021
Q4 | $22.2M | Buy |
171,540
+263
| +0.2% | +$35.1K | 9.29% | 3 |
|
|
2021
Q3 | $19.9M | Sell |
171,277
-3,008
| -2% | -$349K | 10.1% | 2 |
|
|
2021
Q2 | $16.9M | Sell |
174,285
-494
| -0.3% | -$43.9K | 9.14% | 3 |
|
|
2021
Q1 | $13M | Buy |
174,779
+870
| +0.5% | +$60.1K | 8.07% | 5 |
|
|
2020
Q4 | $11.3M | Sell |
173,909
-9,038
| -5% | -$526K | 7.62% | 5 |
|
|
2020
Q3 | $9.55M | Sell |
182,947
-15,429
| -8% | -$826K | 6.58% | 6 |
|
|
2020
Q2 | $11.2M | Buy |
198,376
+1,337
| +0.7% | +$70.4K | 7.81% | 5 |
|
|
2020
Q1 | $8.98M | Sell |
197,039
-8,713
| -4% | -$482K | 7.41% | 4 |
|
|
2019
Q4 | $11.5M | Sell |
205,752
-37,433
| -15% | -$1.94M | 6.98% | 5 |
|
|
2019
Q3 | $11.9M | Sell |
243,185
-19,948
| -8% | -$973K | 7.87% | 4 |
|
|
2019
Q2 | $11.7M | Buy |
263,133
+8,506
| +3% | +$339K | 8.13% | 4 |
|
|
2019
Q1 | $8.9M | Buy |
254,627
+6,593
| +3% | +$220K | 6.5% | 6 |
|
|
2018
Q4 | $7.39M | Buy |
248,034
+7,876
| +3% | +$260K | 5.79% | 6 |
|
|
2018
Q3 | $9.14M | Buy |
240,158
+5,281
| +2% | +$191K | 6.11% | 6 |
|
|
2018
Q2 | $7.56M | Buy |
234,877
+9,413
| +4% | +$300K | 5.93% | 5 |
|
|
2018
Q1 | $7.2M | Buy |
225,464
+7,508
| +3% | +$256K | 5.8% | 5 |
|
|
2017
Q4 | $6.98M | Buy |
217,956
+48,209
| +28% | +$1.57M | 5.37% | 6 |
|
|
2017
Q3 | $5.66M | Sell |
169,747
-288
| -0.2% | -$9.48K | 4.56% | 9 |
|
|
2017
Q2 | $5.67M | Buy |
170,035
+27,020
| +19% | +$848K | 4.43% | 9 |
|
|
2017
Q1 | $4.25M | Sell |
143,015
-17,165
| -11% | -$516K | 3.57% | 10 |
|
|
2016
Q4 | $4.33M | Buy |
160,180
+55,075
| +52% | +$1.43M | 3.33% | 15 |
|
|
2016
Q3 | $2.68M | Buy |
105,105
+12,700
| +14% | +$335K | 2.26% | 21 |
|
|
2016
Q2 | $2.27M | Buy |
92,405
+23,600
| +34% | +$628K | 2.18% | 22 |
|
|
2016
Q1 | $1.93M | Buy |
68,805
+4,380
| +7% | +$116K | 2.09% | 22 |
|
|
2015
Q4 | $1.88M | Sell |
64,425
-715
| -1% | -$22.8K | 2.24% | 21 |
|
|
2015
Q3 | $2.02M | Hold |
65,140
| – | – | 2.38% | 17 |
|
|
2015
Q2 | $2.61M | Hold |
65,140
| – | – | 2.26% | 18 |
|
|
2015
Q1 | $2.49M | Buy |
65,140
+5,095
| +8% | +$184K | 2.13% | 20 |
|
|
2014
Q4 | $1.99M | Buy |
+60,045
| New | +$1.88M | 1.8% | 20 |
|
Other funds holding BX
JRM Investment Counsel's BX Position: Q2 2026 in Review
JRM Investment Counsel reduced its Blackstone (BX) stake by 1.6% in Q2 2026, selling an estimated $5.41K and leaving 2,741 shares worth $323K. The position accounts for 0.08% of the portfolio, ranked #21.
JRM Investment Counsel first reported a position in BX in Q4 2014 and has held it in 47 quarters since. The position peaked at $22.2M in Q4 2021. 2,057 funds tracked by Wall St. Rank hold BX as of Q2 2026.
- JRM Investment Counsel held 2,741 shares of Blackstone worth $323K as of Q2 2026.
- JRM Investment Counsel sold 45 Blackstone shares in Q2 2026, an estimated $5.41K.
- Blackstone made up 0.08% of JRM Investment Counsel's portfolio in Q2 2026, its #21 holding.
- JRM Investment Counsel first reported a position in Blackstone in Q4 2014 and has held it in 47 quarters since.
- JRM Investment Counsel's Blackstone position peaked at $22.2M in Q4 2021.
- 2,057 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.
Based on JRM Investment Counsel's 13F filing for Q2 2026, filed 13 Aug 2026.