Philadelphia Trust Company’s Blackstone BX Stock Holding History

Philadelphia Trust 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	$230K	Sell	2,000 -103	-5%	-$13.4K	0.02%	239
2025 Q4	$324K	Hold	2,103	–	–	0.02%	205
2025 Q3	$359K	Hold	2,103	–	–	0.03%	180
2025 Q2	$315K	Sell	2,103 -50	-2%	-$6.87K	0.02%	194
2025 Q1	$301K	Hold	2,153	–	–	0.03%	199
2024 Q4	$371K	Sell	2,153 -4	-0.2%	-$697	0.03%	178
2024 Q3	$330K	Buy	2,157 +54	+3%	+$7.49K	0.02%	194
2024 Q2	$260K	Buy	2,103 +103	+5%	+$12.7K	0.02%	192
2024 Q1	$263K	Hold	2,000	–	–	0.02%	198
2023 Q4	$262K	Hold	2,000	–	–	0.02%	191
2023 Q3	$214K	Buy	+2,000	New	+$208K	0.02%	202
2022 Q2	–	Sell	-2,033	Closed	-$258K	–	220
2022 Q1	$258K	Buy	+2,033	New	+$248K	0.02%	202

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

Philadelphia Trust Company's BX Position: Q1 2026 in Review

Philadelphia Trust Company reduced its Blackstone (BX) stake by 4.9% in Q1 2026, selling an estimated $13.4K and leaving 2,000 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #239.

Philadelphia Trust Company first reported a position in BX in Q1 2022 and has held it in 12 quarters since. The position peaked at $371K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Philadelphia Trust Company held 2,000 shares of Blackstone worth $230K as of Q1 2026.
Philadelphia Trust Company sold 103 Blackstone shares in Q1 2026, an estimated $13.4K.
Blackstone made up 0.02% of Philadelphia Trust Company's portfolio in Q1 2026, its #239 holding.
Philadelphia Trust Company first reported a position in Blackstone in Q1 2022 and has held it in 12 quarters since.
Philadelphia Trust Company's Blackstone position peaked at $371K in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Philadelphia Trust Company's 13F filing for Q1 2026, filed 13 May 2026.