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McAdam LLC’s Blackstone BX Stock Holding History

McAdam LLC’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 		$359K Buy
3,055
+403
+15% +$48.4K 0.01% 342
2026
Q1 		$305K Buy
2,652
+30
+1% +$3.9K 0.01% 340
2025
Q4 		$404K Buy
2,622
+107
+4% +$16.3K 0.02% 270
2025
Q3 		$430K Buy
2,515
+168
+7% +$28.8K 0.02% 235
2025
Q2 		$351K Buy
2,347
+585
+33% +$80.4K 0.02% 259
2025
Q1 		$246K Buy
1,762
+75
+4% +$12.2K 0.02% 289
2024
Q4 		$291K Buy
1,687
+63
+4% +$11K 0.02% 284
2024
Q3 		$249K Buy
+1,624
New +$225K 0.01% 287
2024
Q2 		– Sell
-1,600
Closed -$210K – 326
2024
Q1 		$210K Sell
1,600
-133
-8% -$16.6K 0.01% 281
2023
Q4 		$227K Buy
+1,733
New +$187K 0.02% 249
2023
Q1 		– Sell
-1,581
Closed -$205K – 263
2022
Q4 		$205K Buy
+1,581
New +$137K 0.02% 180
2022
Q2 		– Sell
-1,607
Closed -$204K – 224
2022
Q1 		$204K Buy
1,607
+26
+2% +$3.17K 0.02% 202
2021
Q4 		$205K Buy
+1,581
New +$211K 0.02% 180
2018
Q4 		– Sell
-356
Closed -$14K – 133
2018
Q3 		$14K Buy
356
+5
+1% +$181 0.01% 302
2018
Q2 		$11K Buy
351
+4
+1% +$127 ﹤0.01% 313
2018
Q1 		$11K Buy
+347
New +$11.8K 0.01% 315

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

McAdam LLC's BX Position: Q2 2026 in Review

McAdam LLC increased its Blackstone (BX) stake by 15% in Q2 2026, buying an estimated $48.4K and bringing the position to 3,055 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #342.

McAdam LLC first reported a position in BX in Q1 2018 and has held it in 16 quarters since. The position peaked at $430K in Q3 2025. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • McAdam LLC held 3,055 shares of Blackstone worth $359K as of Q2 2026.
  • McAdam LLC bought 403 Blackstone shares in Q2 2026, an estimated $48.4K.
  • Blackstone made up 0.01% of McAdam LLC's portfolio in Q2 2026, its #342 holding.
  • McAdam LLC first reported a position in Blackstone in Q1 2018 and has held it in 16 quarters since.
  • McAdam LLC's Blackstone position peaked at $430K in Q3 2025.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.