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Kimelman & Baird’s Blackstone BX Stock Holding History

Kimelman & Baird’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 		$36.5M Sell
310,353
-2,313
-0.7% -$278K 2.69% 13
2026
Q1 		$36M Sell
312,666
-1,109
-0.4% -$144K 2.96% 13
2025
Q4 		$48.4M Sell
313,775
-3,198
-1% -$486K 3.72% 9
2025
Q3 		$54.2M Buy
316,973
+581
+0.2% +$99.5K 4.23% 7
2025
Q2 		$47.3M Sell
316,392
-947
-0.3% -$130K 3.85% 8
2025
Q1 		$44.4M Sell
317,339
-2,764
-0.9% -$449K 3.77% 9
2024
Q4 		$55.2M Sell
320,103
-7,314
-2% -$1.27M 4.39% 6
2024
Q3 		$50.1M Sell
327,417
-3,384
-1% -$469K 4% 7
2024
Q2 		$41M Buy
+330,801
New +$40.7M 3.38% 10
2021
Q2 		$34.6M Buy
+356,567
New +$31.7M 3.09% 11
2019
Q3 		$16.1M Buy
+330,650
New +$16.1M 2.24% 19

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

Kimelman & Baird's BX Position: Q2 2026 in Review

Kimelman & Baird reduced its Blackstone (BX) stake by 0.74% in Q2 2026, selling an estimated $278K and leaving 310,353 shares worth $36.5M. The position accounts for 2.69% of the portfolio, ranked #13.

Kimelman & Baird first reported a position in BX in Q3 2019 and has held it in 11 quarters since. The position peaked at $55.2M in Q4 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Kimelman & Baird held 310,353 shares of Blackstone worth $36.5M as of Q2 2026.
  • Kimelman & Baird sold 2,313 Blackstone shares in Q2 2026, an estimated $278K.
  • Blackstone made up 2.69% of Kimelman & Baird's portfolio in Q2 2026, its #13 holding.
  • Kimelman & Baird first reported a position in Blackstone in Q3 2019 and has held it in 11 quarters since.
  • Kimelman & Baird's Blackstone position peaked at $55.2M in Q4 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Kimelman & Baird's 13F filing for Q2 2026, filed 5 Aug 2026.