M3 Advisory Group’s Blackstone BX Stock Holding History

M3 Advisory Group’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	$697K	Buy	6,059 +79	+1%	+$10.3K	0.43%	48
2025 Q4	$922K	Sell	5,980 -102	-2%	-$15.5K	0.56%	37
2025 Q3	$1.04M	Buy	6,082 +116	+2%	+$19.9K	0.65%	32
2025 Q2	$892K	Sell	5,966 -124	-2%	-$17K	0.62%	34
2025 Q1	$851K	Buy	6,090 +93	+2%	+$15.1K	0.67%	31
2024 Q4	$1.03M	Buy	5,997 +1	+0%	+$174	0.74%	29
2024 Q3	$918K	Buy	5,996 +143	+2%	+$19.8K	0.67%	31
2024 Q2	$725K	Buy	5,853 +1,667	+40%	+$205K	0.6%	35
2024 Q1	$550K	Buy	4,186 +457	+12%	+$57.1K	0.5%	42
2023 Q4	$488K	Buy	+3,729	New	+$403K	0.57%	40

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

M3 Advisory Group's BX Position: Q1 2026 in Review

M3 Advisory Group increased its Blackstone (BX) stake by 1.3% in Q1 2026, buying an estimated $10.3K and bringing the position to 6,059 shares worth $697K. The position accounts for 0.43% of the portfolio, ranked #48.

M3 Advisory Group first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.04M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

M3 Advisory Group held 6,059 shares of Blackstone worth $697K as of Q1 2026.
M3 Advisory Group bought 79 Blackstone shares in Q1 2026, an estimated $10.3K.
Blackstone made up 0.43% of M3 Advisory Group's portfolio in Q1 2026, its #48 holding.
M3 Advisory Group first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
M3 Advisory Group's Blackstone position peaked at $1.04M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on M3 Advisory Group's 13F filing for Q1 2026, filed 22 Apr 2026.