Merrion Investment Management’s Blackstone BX Stock Holding History

Merrion 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 Q1	–	Sell	-2,000	Closed	-$308K	–	110
2025 Q4	$308K	Hold	2,000	–	–	0.17%	95
2025 Q3	$342K	Hold	2,000	–	–	0.2%	85
2025 Q2	$299K	Sell	2,000 -500	-20%	-$68.7K	0.19%	87
2025 Q1	$349K	Sell	2,500 -1,000	-29%	-$162K	0.25%	76
2024 Q4	$603K	Hold	3,500	–	–	0.42%	50
2024 Q3	$536K	Hold	3,500	–	–	0.35%	59
2024 Q2	$433K	Hold	3,500	–	–	0.3%	65
2024 Q1	$460K	Hold	3,500	–	–	0.33%	61
2023 Q4	$458K	Hold	3,500	–	–	0.36%	54
2023 Q3	$375K	Hold	3,500	–	–	0.32%	58
2023 Q2	$325K	Sell	3,500 -1,000	-22%	-$86.4K	0.28%	68
2023 Q1	$395K	Hold	4,500	–	–	0.38%	52
2022 Q4	$334K	Sell	4,500 -1,000	-18%	-$86.4K	0.31%	58
2022 Q3	$460K	Hold	5,500	–	–	0.45%	47
2022 Q2	$502K	Hold	5,500	–	–	0.49%	47
2022 Q1	$698K	Hold	5,500	–	–	0.51%	40
2021 Q4	$711K	Hold	5,500	–	–	0.52%	40
2021 Q3	$639K	Buy	5,500 +1,500	+38%	+$174K	0.49%	42
2021 Q2	$388K	Hold	4,000	–	–	0.29%	66
2021 Q1	$298K	Hold	4,000	–	–	0.25%	69
2020 Q4	$259K	Buy	+4,000	New	+$233K	0.22%	76

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

Merrion Investment Management's BX Position: Q1 2026 in Review

Merrion Investment Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,000 shares — an estimated $308K sold.

Merrion Investment Management first reported a position in BX in Q4 2020 and held it in 21 quarters. The position peaked at $711K in Q4 2021. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Merrion Investment Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Merrion Investment Management sold 2,000 Blackstone shares in Q1 2026, an estimated $308K.
Merrion Investment Management first reported a position in Blackstone in Q4 2020 and held it in 21 quarters.
Merrion Investment Management's Blackstone position peaked at $711K in Q4 2021.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Merrion Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.