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Marcum Wealth’s Blackstone BX Stock Holding History

Marcum Wealth’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
2025
Q1 		$1.63M Buy
11,627
+20
+0.2% +$3.25K 0.14% 76
2024
Q4 		$2M Buy
11,607
+2
+0% +$348 0.17% 63
2024
Q3 		$1.78M Sell
11,605
-516
-4% -$71.6K 0.17% 66
2024
Q2 		$1.5M Sell
12,121
-222
-2% -$27.3K 0.15% 74
2024
Q1 		$1.62M Buy
12,343
+410
+3% +$51.2K 0.16% 66
2023
Q4 		$1.56M Buy
11,933
+49
+0.4% +$5.3K 0.17% 68
2023
Q3 		$1.27M Buy
11,884
+22
+0.2% +$2.29K 0.15% 73
2023
Q2 		$1.1M Buy
11,862
+233
+2% +$20.1K 0.13% 84
2023
Q1 		$1.02M Sell
11,629
-706
-6% -$62.4K 0.13% 89
2022
Q4 		$915K Sell
12,335
-1,071
-8% -$92.5K 0.12% 95
2022
Q3 		$1.12M Sell
13,406
-74
-0.5% -$7.17K 0.17% 71
2022
Q2 		$1.23M Buy
13,480
+202
+2% +$21.8K 0.18% 68
2022
Q1 		$1.69M Buy
13,278
+353
+3% +$43.1K 0.23% 58
2021
Q4 		$1.67M Buy
12,925
+800
+7% +$107K 0.23% 60
2021
Q3 		$1.41M Sell
12,125
-375
-3% -$43.5K 0.22% 64
2021
Q2 		$1.21M Sell
12,500
-295
-2% -$26.2K 0.2% 72
2021
Q1 		$954K Buy
+12,795
New +$883K 0.16% 97

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Marcum Wealth's BX Position: Q1 2025 in Review

Marcum Wealth increased its Blackstone (BX) stake by 0.17% in Q1 2025, buying an estimated $3.25K and bringing the position to 11,627 shares worth $1.63M. The position accounts for 0.14% of the portfolio, ranked #76.

Marcum Wealth first reported a position in BX in Q1 2021 and has held it in 17 quarters since. The position peaked at $2M in Q4 2024. 2,088 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Marcum Wealth held 11,627 shares of Blackstone worth $1.63M as of Q1 2025.
  • Marcum Wealth bought 20 Blackstone shares in Q1 2025, an estimated $3.25K.
  • Blackstone made up 0.14% of Marcum Wealth's portfolio in Q1 2025, its #76 holding.
  • Marcum Wealth first reported a position in Blackstone in Q1 2021 and has held it in 17 quarters since.
  • Marcum Wealth's Blackstone position peaked at $2M in Q4 2024.
  • 2,088 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.