MIC
BX icon

Means Investment Company’s Blackstone BX Stock Holding History

Means Investment Company’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 		$1.94M Buy
16,893
+132
+0.8% +$17.2K 0.17% 59
2025
Q4 		$2.58M Buy
16,761
+104
+0.6% +$15.8K 0.22% 52
2025
Q3 		$2.85M Buy
16,657
+63
+0.4% +$10.8K 0.25% 48
2025
Q2 		$2.48M Buy
16,594
+77
+0.5% +$10.6K 0.24% 51
2025
Q1 		$2.31M Sell
16,517
-4,315
-21% -$700K 0.25% 54
2024
Q4 		$3.59M Sell
20,832
-202
-1% -$35.2K 0.37% 48
2024
Q3 		$3.22M Sell
21,034
-84
-0.4% -$11.7K 0.36% 47
2024
Q2 		$2.61M Sell
21,118
-1,012
-5% -$125K 0.31% 49
2024
Q1 		$2.91M Sell
22,130
-1,270
-5% -$159K 0.38% 46
2023
Q4 		$3.06M Sell
23,400
-722
-3% -$78.1K 0.44% 43
2023
Q3 		$2.58M Sell
24,122
-1,838
-7% -$191K 0.42% 48
2023
Q2 		$2.41M Buy
25,960
+104
+0.4% +$8.98K 0.38% 51
2023
Q1 		$2.27M Sell
25,856
-1,306
-5% -$115K 0.4% 50
2022
Q4 		$2.02M Sell
27,162
-377
-1% -$32.6K 0.4% 54
2022
Q3 		$2.31M Sell
27,539
-640
-2% -$62K 0.5% 43
2022
Q2 		$2.57M Buy
28,179
+1,466
+5% +$158K 0.55% 38
2022
Q1 		$3.39M Buy
26,713
+2,244
+9% +$274K 0.61% 33
2021
Q4 		$3.17M Buy
24,469
+171
+0.7% +$22.8K 0.56% 38
2021
Q3 		$2.83M Sell
24,298
-595
-2% -$69K 0.56% 40
2021
Q2 		$2.42M Sell
24,893
-142
-0.6% -$12.6K 0.48% 48
2021
Q1 		$1.87M Buy
25,035
+274
+1% +$18.9K 0.42% 51
2020
Q4 		$1.75M Buy
24,761
+3,372
+16% +$196K 0.4% 51
2020
Q3 		$1.19M Hold
21,389
– – 0.33% 60
2020
Q2 		$1.12M Sell
21,389
-462
-2% -$24.3K 0.35% 59
2020
Q1 		$1.01M Sell
21,851
-80
-0.4% -$4.42K 0.39% 57
2019
Q4 		$1.33M Sell
21,931
-1
-0% -$52 0.45% 57
2019
Q3 		$1.17M Buy
21,932
+173
+0.8% +$8.44K 0.44% 60
2019
Q2 		$1.01M Sell
21,759
-1,165
-5% -$46.5K 0.41% 61
2019
Q1 		$802K Buy
22,924
+87
+0.4% +$2.9K 0.35% 67
2018
Q4 		$681K Buy
+22,837
New +$755K 0.38% 66

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Means Investment Company's BX Position: Q1 2026 in Review

Means Investment Company increased its Blackstone (BX) stake by 0.79% in Q1 2026, buying an estimated $17.2K and bringing the position to 16,893 shares worth $1.94M. The position accounts for 0.17% of the portfolio, ranked #59.

Means Investment Company first reported a position in BX in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.59M in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Means Investment Company held 16,893 shares of Blackstone worth $1.94M as of Q1 2026.
  • Means Investment Company bought 132 Blackstone shares in Q1 2026, an estimated $17.2K.
  • Blackstone made up 0.17% of Means Investment Company's portfolio in Q1 2026, its #59 holding.
  • Means Investment Company first reported a position in Blackstone in Q4 2018 and has held it in 30 quarters since.
  • Means Investment Company's Blackstone position peaked at $3.59M in Q4 2024.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Means Investment Company's 13F filing for Q1 2026, filed 24 Apr 2026.