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 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 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

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

MTM Investment Management held its Blackstone (BX) position steady in Q1 2026 at 909 shares worth $105K. The position accounts for 0.03% of the portfolio, ranked #258.

MTM Investment Management first reported a position in BX in Q4 2024 and has held it in 5 quarters since. The position peaked at $234K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

MTM Investment Management held 909 shares of Blackstone worth $105K as of Q1 2026.
MTM Investment Management left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 0.03% of MTM Investment Management's portfolio in Q1 2026, its #258 holding.
MTM Investment Management first reported a position in Blackstone in Q4 2024 and has held it in 5 quarters since.
MTM Investment Management's Blackstone position peaked at $234K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on MTM Investment Management's 13F filing for Q1 2026, filed 6 May 2026.