Middleton & Co’s Blackstone BX Stock Holding History

Middleton & Co’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	-1,500	Closed	-$231K	–	166
2025 Q4	$231K	Hold	1,500	–	–	0.02%	154
2025 Q3	$256K	Hold	1,500	–	–	0.03%	145
2025 Q2	$224K	Hold	1,500	–	–	0.03%	147
2025 Q1	$210K	Hold	1,500	–	–	0.02%	152
2024 Q4	$259K	Hold	1,500	–	–	0.03%	140
2024 Q3	$230K	Buy	+1,500	New	+$208K	0.03%	153
2016 Q3	–	Sell	-13,300	Closed	-$326K	–	160
2016 Q2	$326K	Hold	13,300	–	–	0.07%	130
2016 Q1	$373K	Hold	13,300	–	–	0.09%	126
2015 Q4	$389K	Buy	+13,300	New	+$424K	0.09%	123

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

Middleton & Co's BX Position: Q1 2026 in Review

Middleton & Co sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,500 shares — an estimated $231K sold.

Middleton & Co first reported a position in BX in Q4 2015 and held it in 9 quarters. The position peaked at $389K in Q4 2015. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Middleton & Co reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Middleton & Co sold 1,500 Blackstone shares in Q1 2026, an estimated $231K.
Middleton & Co first reported a position in Blackstone in Q4 2015 and held it in 9 quarters.
Middleton & Co's Blackstone position peaked at $389K in Q4 2015.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Middleton & Co's 13F filing for Q1 2026, filed 8 May 2026.