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Longfellow Investment Management’s Blackstone BX Stock Holding History

Longfellow Investment Management’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
Q2 		$13M Hold
110,072
– – 2.65% 9
2026
Q1 		$12.7M Buy
110,072
+101,251
+1,148% +$13.2M 2.64% 9
2025
Q4 		$1.36M Sell
8,821
-13,339
-60% -$2.03M 0.31% 53
2025
Q3 		$3.79M Hold
22,160
– – 0.9% 18
2025
Q2 		$3.31M Buy
22,160
+16,001
+260% +$2.2M 0.82% 14
2025
Q1 		$861K Buy
+6,159
New +$1,000K 0.21% 67

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 $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
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

Longfellow Investment Management's BX Position: Q2 2026 in Review

Longfellow Investment Management held its Blackstone (BX) position steady in Q2 2026 at 110,072 shares worth $13M. The position accounts for 2.65% of the portfolio, ranked #9.

Longfellow Investment Management first reported a position in BX in Q1 2025 and has held it in 6 quarters since. 2,139 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Longfellow Investment Management held 110,072 shares of Blackstone worth $13M as of Q2 2026.
  • Longfellow Investment Management left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 2.65% of Longfellow Investment Management's portfolio in Q2 2026, its #9 holding.
  • Longfellow Investment Management first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
  • 2,139 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Longfellow Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.