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Poehling Capital Management’s Blackstone BX Stock Holding History

Poehling Capital 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 		$295K Hold
2,509
– – 0.06% 135
2026
Q1 		$289K Sell
2,509
-33
-1% -$4.29K 0.06% 128
2025
Q4 		$392K Sell
2,542
-153
-6% -$23.3K 0.08% 108
2025
Q3 		$460K Sell
2,695
-78
-3% -$13.4K 0.1% 100
2025
Q2 		$415K Hold
2,773
– – 0.1% 98
2025
Q1 		$388K Hold
2,773
– – 0.1% 101
2024
Q4 		$478K Sell
2,773
-45
-2% -$7.84K 0.12% 95
2024
Q3 		$432K Sell
2,818
-82
-3% -$11.4K 0.11% 98
2024
Q2 		$359K Sell
2,900
-640
-18% -$78.8K 0.1% 101
2024
Q1 		$465K Sell
3,540
-85
-2% -$10.6K 0.12% 93
2023
Q4 		$475K Sell
3,625
-1,879
-34% -$203K 0.15% 87
2023
Q3 		$590K Sell
5,504
-140
-2% -$14.6K 0.21% 79
2023
Q2 		$525K Sell
5,644
-5,315
-48% -$459K 0.18% 85
2023
Q1 		$963K Sell
10,959
-110
-1% -$9.72K 0.32% 74
2022
Q4 		$821K Sell
11,069
-24
-0.2% -$2.07K 0.31% 73
2022
Q3 		$928K Sell
11,093
-12,753
-53% -$1.24M 0.39% 64
2022
Q2 		$2.17M Sell
23,846
-573
-2% -$61.9K 0.82% 37
2022
Q1 		$3.1M Buy
24,419
+453
+2% +$55.2K 0.96% 32
2021
Q4 		$3.1M Sell
23,966
-306
-1% -$40.8K 1% 33
2021
Q3 		$2.82M Sell
24,272
-59
-0.2% -$6.85K 0.95% 39
2021
Q2 		$2.36M Sell
24,331
-185
-0.8% -$16.4K 0.75% 53
2021
Q1 		$1.83M Sell
24,516
-1,287
-5% -$88.9K 0.64% 56
2020
Q4 		$1.67M Sell
25,803
-45
-0.2% -$2.62K 0.66% 57
2020
Q3 		$1.35M Buy
25,848
+37
+0.1% +$1.98K 0.69% 53
2020
Q2 		$1.46M Buy
25,811
+1,068
+4% +$56.2K 0.79% 49
2020
Q1 		$1.13M Buy
+24,743
New +$1.37M 0.83% 41

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

Poehling Capital Management's BX Position: Q2 2026 in Review

Poehling Capital Management held its Blackstone (BX) position steady in Q2 2026 at 2,509 shares worth $295K. The position accounts for 0.06% of the portfolio, ranked #135.

Poehling Capital Management first reported a position in BX in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.1M in Q4 2021. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Poehling Capital Management held 2,509 shares of Blackstone worth $295K as of Q2 2026.
  • Poehling Capital Management left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.06% of Poehling Capital Management's portfolio in Q2 2026, its #135 holding.
  • Poehling Capital Management first reported a position in Blackstone in Q1 2020 and has held it in 26 quarters since.
  • Poehling Capital Management's Blackstone position peaked at $3.1M in Q4 2021.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Poehling Capital Management's 13F filing for Q2 2026, filed 20 Jul 2026.