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KCM Investment Advisors’s Blackstone BX Stock Holding History

KCM Investment Advisors’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 		$24.2M Sell
205,546
-3,666
-2% -$440K 0.72% 41
2026
Q1 		$24.1M Sell
209,212
-3,194
-2% -$416K 0.8% 36
2025
Q4 		$32.7M Sell
212,406
-8,381
-4% -$1.27M 1.05% 28
2025
Q3 		$37.7M Buy
220,787
+6,034
+3% +$1.03M 1.21% 23
2025
Q2 		$32.1M Buy
214,753
+4,468
+2% +$614K 1.08% 27
2025
Q1 		$29.4M Buy
210,285
+8,527
+4% +$1.38M 1.06% 30
2024
Q4 		$34.8M Buy
201,758
+10,641
+6% +$1.85M 1.2% 25
2024
Q3 		$29.3M Buy
191,117
+3,965
+2% +$550K 0.99% 33
2024
Q2 		$23.2M Buy
187,152
+25,176
+16% +$3.1M 0.83% 36
2024
Q1 		$21.3M Buy
161,976
+90,498
+127% +$11.3M 0.79% 39
2023
Q4 		$9.36M Buy
71,478
+9,813
+16% +$1.06M 0.37% 62
2023
Q3 		$6.61M Sell
61,665
-294
-0.5% -$30.6K 0.28% 78
2023
Q2 		$5.76M Sell
61,959
-997
-2% -$86.1K 0.23% 92
2023
Q1 		$5.53M Buy
62,956
+3,679
+6% +$325K 0.22% 98
2022
Q4 		$4.4M Buy
59,277
+3,309
+6% +$286K 0.19% 109
2022
Q3 		$4.68M Buy
55,968
+2,578
+5% +$250K 0.22% 99
2022
Q2 		$4.87M Buy
53,390
+527
+1% +$56.9K 0.21% 98
2022
Q1 		$6.71M Buy
52,863
+4,735
+10% +$577K 0.25% 91
2021
Q4 		$6.23M Buy
48,128
+8,013
+20% +$1.07M 0.22% 96
2021
Q3 		$4.67M Buy
40,115
+3,152
+9% +$366K 0.19% 101
2021
Q2 		$3.59M Buy
36,963
+5,216
+16% +$463K 0.15% 113
2021
Q1 		$2.37M Buy
31,747
+3,303
+12% +$228K 0.1% 141
2020
Q4 		$1.84M Buy
28,444
+822
+3% +$47.9K 0.09% 150
2020
Q3 		$1.44M Buy
27,622
+1,434
+5% +$76.7K 0.08% 148
2020
Q2 		$1.48M Buy
26,188
+3,270
+14% +$172K 0.08% 147
2020
Q1 		$1.04M Buy
22,918
+2,762
+14% +$153K 0.07% 157
2019
Q4 		$1.13M Buy
20,156
+787
+4% +$40.8K 0.06% 168
2019
Q3 		$946K Buy
19,369
+1,613
+9% +$78.7K 0.05% 179
2019
Q2 		$789K Buy
17,756
+4,683
+36% +$187K 0.05% 190
2019
Q1 		$457K Sell
13,073
-496
-4% -$16.6K 0.03% 236
2018
Q4 		$404K Sell
13,569
-245
-2% -$8.1K 0.03% 369
2018
Q3 		$526K Sell
13,814
-296
-2% -$10.7K 0.03% 344
2018
Q2 		$454K Sell
14,110
-2,135
-13% -$67.9K 0.03% 366
2018
Q1 		$519K Sell
16,245
-680
-4% -$23.2K 0.03% 352
2017
Q4 		$542K Sell
16,925
-7,641
-31% -$249K 0.03% 342
2017
Q3 		$820K Sell
24,566
-2,397
-9% -$78.9K 0.05% 280
2017
Q2 		$899K Sell
26,963
-13,243
-33% -$415K 0.06% 259
2017
Q1 		$1.19M Buy
40,206
+6,710
+20% +$202K 0.08% 237
2016
Q4 		$905K Sell
33,496
-2,650
-7% -$68.8K 0.06% 260
2016
Q3 		$923K Buy
36,146
+19,315
+115% +$510K 0.06% 258
2016
Q2 		$413K Sell
16,831
-1,125
-6% -$29.9K 0.03% 384
2016
Q1 		$504K Buy
17,956
+1,251
+7% +$33K 0.04% 342
2015
Q4 		$488K Sell
16,705
-1,184
-7% -$37.7K 0.04% 344
2015
Q3 		$556K Sell
17,889
-3,150
-15% -$114K 0.05% 320
2015
Q2 		$844K Buy
21,039
+725
+4% +$29.8K 0.07% 265
2015
Q1 		$775K Sell
20,314
-481
-2% -$17.4K 0.06% 277
2014
Q4 		$690K Buy
20,795
+734
+4% +$23K 0.06% 289
2014
Q3 		$620K Buy
20,061
+2,832
+16% +$92.1K 0.06% 286
2014
Q2 		$565K Sell
17,229
-2,079
-11% -$64.1K 0.05% 295
2014
Q1 		$630K Sell
19,308
-781
-4% -$24.9K 0.07% 266
2013
Q4 		$621K Buy
20,089
+4,065
+25% +$111K 0.07% 262
2013
Q3 		$391K Buy
+16,024
New +$357K 0.05% 319

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

KCM Investment Advisors's BX Position: Q2 2026 in Review

KCM Investment Advisors reduced its Blackstone (BX) stake by 1.8% in Q2 2026, selling an estimated $440K and leaving 205,546 shares worth $24.2M. The position accounts for 0.72% of the portfolio, ranked #41.

KCM Investment Advisors first reported a position in BX in Q3 2013 and has held it in 52 quarters since. The position peaked at $37.7M in Q3 2025. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • KCM Investment Advisors held 205,546 shares of Blackstone worth $24.2M as of Q2 2026.
  • KCM Investment Advisors sold 3,666 Blackstone shares in Q2 2026, an estimated $440K.
  • Blackstone made up 0.72% of KCM Investment Advisors's portfolio in Q2 2026, its #41 holding.
  • KCM Investment Advisors first reported a position in Blackstone in Q3 2013 and has held it in 52 quarters since.
  • KCM Investment Advisors's Blackstone position peaked at $37.7M in Q3 2025.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on KCM Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.