Klingman & Associates’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.54M | Buy |
13,362
+809
| +6% | +$105K | 0.07% | 100 |
|
|
2025
Q4 | $1.93M | Sell |
12,553
-2,563
| -17% | -$389K | 0.09% | 88 |
|
|
2025
Q3 | $2.58M | Buy |
15,116
+67
| +0.4% | +$11.5K | 0.13% | 66 |
|
|
2025
Q2 | $2.25M | Sell |
15,049
-130
| -0.9% | -$17.9K | 0.12% | 70 |
|
|
2025
Q1 | $2.12M | Buy |
15,179
+2,082
| +16% | +$338K | 0.13% | 69 |
|
|
2024
Q4 | $2.26M | Sell |
13,097
-42
| -0.3% | -$7.32K | 0.14% | 65 |
|
|
2024
Q3 | $2.01M | Sell |
13,139
-63
| -0.5% | -$8.74K | 0.12% | 72 |
|
|
2024
Q2 | $1.63M | Sell |
13,202
-205
| -2% | -$25.2K | 0.11% | 74 |
|
|
2024
Q1 | $1.76M | Buy |
13,407
+19
| +0.1% | +$2.37K | 0.12% | 73 |
|
|
2023
Q4 | $1.75M | Sell |
13,388
-420
| -3% | -$45.4K | 0.13% | 70 |
|
|
2023
Q3 | $1.48M | Sell |
13,808
-65
| -0.5% | -$6.77K | 0.12% | 73 |
|
|
2023
Q2 | $1.29M | Buy |
13,873
+153
| +1% | +$13.2K | 0.1% | 76 |
|
|
2023
Q1 | $1.21M | Sell |
13,720
-193
| -1% | -$17K | 0.1% | 73 |
|
|
2022
Q4 | $1.03M | Buy |
13,913
+306
| +2% | +$26.4K | 0.09% | 80 |
|
|
2022
Q3 | $1.14M | Sell |
13,607
-203
| -1% | -$19.7K | 0.11% | 69 |
|
|
2022
Q2 | $1.26M | Sell |
13,810
-28
| -0.2% | -$3.02K | 0.12% | 66 |
|
|
2022
Q1 | $1.76M | Sell |
13,838
-379
| -3% | -$46.2K | 0.15% | 58 |
|
|
2021
Q4 | $1.84M | Sell |
14,217
-6
| -0% | -$800 | 0.16% | 52 |
|
|
2021
Q3 | $1.66M | Buy |
14,223
+3,338
| +31% | +$387K | 0.15% | 55 |
|
|
2021
Q2 | $1.06M | Hold |
10,885
| – | – | 0.1% | 64 |
|
|
2021
Q1 | $811K | Sell |
10,885
-3,680
| -25% | -$254K | 0.08% | 75 |
|
|
2020
Q4 | $944K | Buy |
14,565
+500
| +4% | +$29.1K | 0.11% | 58 |
|
|
2020
Q3 | $734K | Hold |
14,065
| – | – | 0.1% | 59 |
|
|
2020
Q2 | $797K | Hold |
14,065
| – | – | 0.12% | 57 |
|
|
2020
Q1 | $641K | Hold |
14,065
| – | – | 0.13% | 64 |
|
|
2019
Q4 | $787K | Hold |
14,065
| – | – | 0.13% | 59 |
|
|
2019
Q3 | $687K | Buy |
+14,065
| New | +$686K | 0.12% | 60 |
|
|
2019
Q2 | – | Sell |
-25,095
| Closed | -$878K | – | 120 |
|
|
2019
Q1 | $878K | Buy |
+25,095
| New | +$837K | 0.17% | 51 |
|
|
2016
Q4 | – | Sell |
-500
| Closed | -$13K | – | 130 |
|
|
2016
Q3 | $13K | Hold |
500
| – | – | ﹤0.01% | 283 |
|
|
2016
Q2 | $12K | Hold |
500
| – | – | ﹤0.01% | 291 |
|
|
2016
Q1 | $14K | Sell |
500
-7,340
| -94% | -$194K | 0.01% | 283 |
|
|
2015
Q4 | $229K | Buy |
7,840
+738
| +10% | +$23.5K | 0.09% | 100 |
|
|
2015
Q3 | $220K | Buy |
+7,102
| New | +$257K | 0.09% | 101 |
|
Other funds holding BX
VCM
VPM
Klingman & Associates's BX Position: Q1 2026 in Review
Klingman & Associates increased its Blackstone (BX) stake by 6.4% in Q1 2026, buying an estimated $105K and bringing the position to 13,362 shares worth $1.54M. The position accounts for 0.07% of the portfolio, ranked #100.
Klingman & Associates first reported a position in BX in Q3 2015 and has held it in 33 quarters since. The position peaked at $2.58M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.
- Klingman & Associates held 13,362 shares of Blackstone worth $1.54M as of Q1 2026.
- Klingman & Associates bought 809 Blackstone shares in Q1 2026, an estimated $105K.
- Blackstone made up 0.07% of Klingman & Associates's portfolio in Q1 2026, its #100 holding.
- Klingman & Associates first reported a position in Blackstone in Q3 2015 and has held it in 33 quarters since.
- Klingman & Associates's Blackstone position peaked at $2.58M in Q3 2025.
- 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.
Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.