OMC Financial Services’s Blackstone BX Stock Holding History

OMC Financial Services’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	-9,105	Closed	-$1.56M	–	68
2025 Q3	$1.56M	Sell	9,105 -48	-0.5%	-$8.22K	0.58%	35
2025 Q2	$1.37M	Buy	9,153 +101	+1%	+$13.9K	0.56%	35
2025 Q1	$1.27M	Buy	9,052 +2,442	+37%	+$396K	0.57%	33
2024 Q4	$1.14M	Sell	6,610 -319	-5%	-$55.6K	0.48%	34
2024 Q3	$858K	Hold	6,929	–	–	0.41%	37
2024 Q2	$858K	Buy	6,929 +3,611	+109%	+$444K	0.4%	38
2024 Q1	$436K	Buy	+3,318	New	+$414K	0.22%	49

Other funds holding BX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

OMC Financial Services's BX Position: Q4 2025 in Review

OMC Financial Services sold out of Blackstone (BX) in Q4 2025, closing a stake of 9,105 shares — an estimated $1.56M sold.

OMC Financial Services first reported a position in BX in Q1 2024 and held it in 7 quarters. The position peaked at $1.56M in Q3 2025. 2,283 funds tracked by Wall St. Rank hold BX as of Q4 2025.

OMC Financial Services reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
OMC Financial Services sold 9,105 Blackstone shares in Q4 2025, an estimated $1.56M.
OMC Financial Services first reported a position in Blackstone in Q1 2024 and held it in 7 quarters.
OMC Financial Services's Blackstone position peaked at $1.56M in Q3 2025.
2,283 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on OMC Financial Services's 13F filing for Q4 2025, filed 6 Jan 2026.