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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kimelman & Baird's BX Position: Q1 2026 in Review

Kimelman & Baird reduced its Blackstone (BX) stake by 0.35% in Q1 2026, selling an estimated $144K and leaving 312,666 shares worth $36M. The position accounts for 2.96% of the portfolio, ranked #13.

Kimelman & Baird first reported a position in BX in Q3 2019 and has held it in 10 quarters since. The position peaked at $55.2M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Kimelman & Baird held 312,666 shares of Blackstone worth $36M as of Q1 2026.
Kimelman & Baird sold 1,109 Blackstone shares in Q1 2026, an estimated $144K.
Blackstone made up 2.96% of Kimelman & Baird's portfolio in Q1 2026, its #13 holding.
Kimelman & Baird first reported a position in Blackstone in Q3 2019 and has held it in 10 quarters since.
Kimelman & Baird's Blackstone position peaked at $55.2M in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Kimelman & Baird's 13F filing for Q1 2026, filed 13 May 2026.