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MTM Investment Management’s Blackstone BX Stock Holding History

MTM 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
Q2 		$107K Hold
909
– – 0.03% 266
2026
Q1 		$105K Hold
909
– – 0.03% 258
2025
Q4 		$140K Sell
909
-458
-34% -$69.6K 0.04% 235
2025
Q3 		$234K Buy
1,367
+2
+0.1% +$343 0.07% 189
2025
Q2 		$204K Buy
+1,365
New +$188K 0.07% 195
2025
Q1 		– Sell
-1,358
Closed -$234K – 281
2024
Q4 		$234K Buy
+1,358
New +$237K 0.09% 176

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

MTM Investment Management's BX Position: Q2 2026 in Review

MTM Investment Management held its Blackstone (BX) position steady in Q2 2026 at 909 shares worth $107K. The position accounts for 0.03% of the portfolio, ranked #266.

MTM Investment Management first reported a position in BX in Q4 2024 and has held it in 6 quarters since. The position peaked at $234K in Q4 2024. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • MTM Investment Management held 909 shares of Blackstone worth $107K as of Q2 2026.
  • MTM Investment Management left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.03% of MTM Investment Management's portfolio in Q2 2026, its #266 holding.
  • MTM Investment Management first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
  • MTM Investment Management's Blackstone position peaked at $234K in Q4 2024.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.