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Laurel Wealth Advisors (North Carolina)’s Blackstone BX Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-775
Closed -$119K – 263
2025
Q4 		$119K Buy
+775
New +$118K 0.02% 233
2025
Q2 		– Sell
-775
Closed -$108K – 263
2025
Q1 		$108K Hold
775
– – 0.02% 236
2024
Q4 		$134K Buy
775
+500
+182% +$87.1K 0.02% 206
2024
Q3 		$42.1K Hold
275
– – 0.01% 327
2024
Q2 		$33.9K Buy
275
+268
+3,829% +$33K 0.01% 322
2024
Q1 		$920 Hold
7
– – ﹤0.01% 583
2023
Q4 		$917 Hold
7
– – ﹤0.01% 524
2023
Q3 		$750 Buy
+7
New +$729 ﹤0.01% 533
2022
Q1 		– Sell
-274
Closed -$35K – 672
2021
Q4 		$35K Buy
274
+2
+0.7% +$267 0.01% 293
2021
Q3 		$32K Sell
272
-197
-42% -$22.9K 0.01% 298
2021
Q2 		$46K Buy
469
+5
+1% +$444 0.01% 288
2021
Q1 		$35K Buy
464
+6
+1% +$414 0.01% 296
2020
Q4 		$30K Buy
458
+4
+0.9% +$233 0.01% 301
2020
Q3 		$24K Buy
454
+3
+0.7% +$161 0.01% 298
2020
Q2 		$26K Buy
+451
New +$23.7K 0.01% 285
2020
Q1 		– Sell
-100
Closed -$6K – 521
2019
Q4 		$6K Hold
100
– – ﹤0.01% 425
2019
Q3 		$5K Hold
100
– – ﹤0.01% 423
2019
Q2 		$4K Hold
100
– – ﹤0.01% 443
2019
Q1 		$3K Hold
100
– – ﹤0.01% 434
2018
Q4 		$3K Buy
+100
New +$3.31K ﹤0.01% 435

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 $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Laurel Wealth Advisors (North Carolina)'s BX Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Blackstone (BX) in Q1 2026, closing a stake of 775 shares — an estimated $119K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in BX in Q4 2018 and held it in 20 quarters. The position peaked at $134K in Q4 2024. 2,140 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 775 Blackstone shares in Q1 2026, an estimated $119K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Blackstone in Q4 2018 and held it in 20 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Blackstone position peaked at $134K in Q4 2024.
  • 2,140 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.