Legacy Bridge’s Blackstone BX Stock Holding History

Legacy Bridge’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	-2,535	Closed	-$391K	–	349
2025 Q4	$391K	Hold	2,535	–	–	0.16%	118
2025 Q3	$433K	Hold	2,535	–	–	0.18%	116
2025 Q2	$379K	Buy	2,535 +300	+13%	+$41.2K	0.18%	116
2025 Q1	$312K	Buy	2,235 +280	+14%	+$45.4K	0.17%	121
2024 Q4	$337K	Hold	1,955	–	–	0.18%	121
2024 Q3	$299K	Hold	1,955	–	–	0.16%	124
2024 Q2	$242K	Hold	1,955	–	–	0.14%	121
2024 Q1	$257K	Hold	1,955	–	–	0.15%	127
2023 Q4	$256K	Sell	1,955 -620	-24%	-$67.1K	0.17%	124
2023 Q3	$276K	Sell	2,575 -200	-7%	-$20.8K	0.2%	122
2023 Q2	$258K	Hold	2,775	–	–	0.17%	129
2023 Q1	$244K	Hold	2,775	–	–	0.17%	134
2022 Q4	$206K	Hold	2,775	–	–	0.15%	137
2022 Q3	$232K	Hold	2,775	–	–	0.19%	124
2022 Q2	$253K	Sell	2,775 -600	-18%	-$64.8K	0.19%	128
2022 Q1	$428K	Sell	3,375 -675	-17%	-$82.3K	0.25%	121
2021 Q4	$524K	Hold	4,050	–	–	0.27%	118
2021 Q3	$471K	Buy	4,050 +50	+1%	+$5.8K	0.27%	115
2021 Q2	$389K	Hold	4,000	–	–	0.22%	124
2021 Q1	$298K	Hold	4,000	–	–	0.19%	124
2020 Q4	$259K	Hold	4,000	–	–	0.19%	122
2020 Q3	$209K	Hold	4,000	–	–	0.19%	122
2020 Q2	$227K	Hold	4,000	–	–	0.25%	112
2020 Q1	$182K	Sell	4,000 -1,000	-20%	-$55.3K	0.23%	117
2019 Q4	$280K	Hold	5,000	–	–	0.23%	119
2019 Q3	$244K	Buy	+5,000	New	+$244K	0.23%	120
2019 Q1	–	Hold	0	–	–	–	133
2018 Q4	–	Hold	0	–	–	–	129

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

Legacy Bridge's BX Position: Q1 2026 in Review

Legacy Bridge sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,535 shares — an estimated $391K sold.

Legacy Bridge first reported a position in BX in Q3 2019 and held it in 26 quarters. The position peaked at $524K in Q4 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Legacy Bridge reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Legacy Bridge sold 2,535 Blackstone shares in Q1 2026, an estimated $391K.
Legacy Bridge first reported a position in Blackstone in Q3 2019 and held it in 26 quarters.
Legacy Bridge's Blackstone position peaked at $524K in Q4 2021.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Legacy Bridge's 13F filing for Q1 2026, filed 14 May 2026.