Mitchell McLeod Pugh & Williams’s Blackstone BX Stock Holding History

Mitchell McLeod Pugh & Williams’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 Q4	–	Sell	-1,380	Closed	-$209K	–	290
2025 Q3	$209K	Hold	1,380	–	–	0.03%	272
2025 Q2	$206K	Buy	+1,380	New	+$190K	0.04%	266
2025 Q1	–	Sell	-1,380	Closed	-$238K	–	270
2024 Q4	$238K	Sell	1,380 -1,000	-42%	-$174K	0.05%	238
2024 Q3	$364K	Hold	2,380	–	–	0.08%	203
2024 Q2	$295K	Hold	2,380	–	–	0.07%	210
2024 Q1	$313K	Hold	2,380	–	–	0.08%	208
2023 Q4	$312K	Sell	2,380 -1	-0%	-$108	0.08%	199
2023 Q3	$255K	Buy	+2,381	New	+$248K	0.08%	212
2022 Q1	–	Sell	-1,810	Closed	-$234K	–	233
2021 Q4	$234K	Hold	1,810	–	–	0.08%	208
2021 Q3	$211K	Buy	+1,810	New	+$210K	0.08%	213

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Mitchell McLeod Pugh & Williams's BX Position: Q4 2025 in Review

Mitchell McLeod Pugh & Williams sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,380 shares — an estimated $209K sold.

Mitchell McLeod Pugh & Williams first reported a position in BX in Q3 2021 and held it in 10 quarters. The position peaked at $364K in Q3 2024. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.

Mitchell McLeod Pugh & Williams reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
Mitchell McLeod Pugh & Williams sold 1,380 Blackstone shares in Q4 2025, an estimated $209K.
Mitchell McLeod Pugh & Williams first reported a position in Blackstone in Q3 2021 and held it in 10 quarters.
Mitchell McLeod Pugh & Williams's Blackstone position peaked at $364K in Q3 2024.
2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q4 2025, filed 11 Feb 2026.