Latash Investments’s Blackstone BX Stock Holding History

Latash Investments’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	$894K	Hold	7,774	–	–	0.69%	7
2025 Q4	$1.2M	Hold	7,774	–	–	0.8%	7
2025 Q3	$1.33M	Hold	7,774	–	–	0.97%	7
2025 Q2	$1.16M	Hold	7,774	–	–	0.9%	6
2025 Q1	$1.09M	Hold	7,774	–	–	0.9%	7
2024 Q4	$1.34M	Hold	7,774	–	–	1.05%	7
2024 Q3	$1.19M	Hold	7,774	–	–	1.1%	9
2024 Q2	$962K	Sell	7,774 -1,000	-11%	-$123K	0.78%	9
2024 Q1	$1.15M	Hold	8,774	–	–	0.82%	9
2023 Q4	$1.15M	Hold	8,774	–	–	0.83%	9
2023 Q3	$940K	Hold	8,774	–	–	0.8%	10
2023 Q2	$816K	Hold	8,774	–	–	0.66%	12
2023 Q1	$771K	Hold	8,774	–	–	0.69%	11
2022 Q4	$651K	Hold	8,774	–	–	0.53%	12
2022 Q3	$734K	Hold	8,774	–	–	0.59%	12
2022 Q2	$800K	Hold	8,774	–	–	0.66%	12
2022 Q1	$1.11M	Hold	8,774	–	–	0.73%	12
2021 Q4	$1.14M	Hold	8,774	–	–	0.7%	12
2021 Q3	$1.02M	Hold	8,774	–	–	0.64%	13
2021 Q2	$852K	Buy	+8,774	New	+$779K	0.54%	13
2020 Q3	$458K	Hold	8,774	–	–	0.72%	13
2020 Q2	$497K	Hold	8,774	–	–	0.76%	11
2020 Q1	$400K	Hold	8,774	–	–	0.6%	13
2019 Q4	$491K	Buy	+8,774	New	+$455K	0.44%	13

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

Latash Investments's BX Position: Q1 2026 in Review

Latash Investments held its Blackstone (BX) position steady in Q1 2026 at 7,774 shares worth $894K. The position accounts for 0.69% of the portfolio, ranked #7.

Latash Investments first reported a position in BX in Q4 2019 and has held it in 24 quarters since. The position peaked at $1.34M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Latash Investments held 7,774 shares of Blackstone worth $894K as of Q1 2026.
Latash Investments left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 0.69% of Latash Investments's portfolio in Q1 2026, its #7 holding.
Latash Investments first reported a position in Blackstone in Q4 2019 and has held it in 24 quarters since.
Latash Investments's Blackstone position peaked at $1.34M in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Latash Investments's 13F filing for Q1 2026, filed 13 May 2026.