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O'Rourke & Company’s Blackstone BX Stock Holding History

O'Rourke & Company’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 		$6.02M Sell
52,369
-1,163
-2% -$151K 2.38% 8
2025
Q4 		$8.25M Sell
53,532
-1,311
-2% -$199K 3.21% 5
2025
Q3 		$9.37M Sell
54,843
-1,460
-3% -$250K 3.92% 4
2025
Q2 		$8.42M Sell
56,303
-56
-0.1% -$7.7K 3.93% 4
2025
Q1 		$7.88M Sell
56,359
-1,073
-2% -$174K 3.91% 4
2024
Q4 		$9.9M Sell
57,432
-8,229
-13% -$1.43M 4.85% 2
2024
Q3 		$10.1M Sell
65,661
-612
-0.9% -$84.9K 5.03% 2
2024
Q2 		$8.21M Buy
66,273
+387
+0.6% +$47.6K 4.62% 4
2024
Q1 		$8.65M Buy
65,886
+1,481
+2% +$185K 5.02% 3
2023
Q4 		$8.43M Buy
64,405
+1,579
+3% +$171K 5.44% 3
2023
Q3 		$6.73M Buy
62,826
+762
+1% +$79.3K 4.91% 3
2023
Q2 		$5.77M Buy
62,064
+339
+0.5% +$29.3K 4.05% 3
2023
Q1 		$5.42M Buy
61,725
+569
+0.9% +$50.3K 4.13% 3
2022
Q4 		$4.54M Buy
61,156
+1,777
+3% +$153K 3.6% 3
2022
Q3 		$4.97M Sell
59,379
-150
-0.3% -$14.5K 4.34% 4
2022
Q2 		$5.43M Sell
59,529
-710
-1% -$76.7K 4.61% 3
2022
Q1 		$7.65M Sell
60,239
-691
-1% -$84.3K 5.27% 3
2021
Q4 		$7.88M Buy
+60,930
New +$8.12M 5.26% 4

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

O'Rourke & Company's BX Position: Q1 2026 in Review

O'Rourke & Company reduced its Blackstone (BX) stake by 2.2% in Q1 2026, selling an estimated $151K and leaving 52,369 shares worth $6.02M. The position accounts for 2.38% of the portfolio, ranked #8.

O'Rourke & Company first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $10.1M in Q3 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • O'Rourke & Company held 52,369 shares of Blackstone worth $6.02M as of Q1 2026.
  • O'Rourke & Company sold 1,163 Blackstone shares in Q1 2026, an estimated $151K.
  • Blackstone made up 2.38% of O'Rourke & Company's portfolio in Q1 2026, its #8 holding.
  • O'Rourke & Company first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
  • O'Rourke & Company's Blackstone position peaked at $10.1M in Q3 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on O'Rourke & Company's 13F filing for Q1 2026, filed 14 May 2026.