Samjo Management’s Blackstone BX Stock Holding History

Samjo 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	$634K	Sell	5,510 -2,990	-35%	-$389K	0.27%	47
2025 Q4	$1.31M	Sell	8,500 -700	-8%	-$106K	0.51%	41
2025 Q3	$1.57M	Hold	9,200	–	–	0.6%	41
2025 Q2	$1.38M	Sell	9,200 -60	-0.6%	-$8.24K	0.58%	37
2025 Q1	$1.29M	Hold	9,260	–	–	0.55%	35
2024 Q4	$1.6M	Sell	9,260 -50	-0.5%	-$8.71K	0.6%	33
2024 Q3	$1.43M	Buy	9,310 +10	+0.1%	+$1.39K	0.49%	34
2024 Q2	$1.15M	Buy	9,300 +100	+1%	+$12.3K	0.43%	36
2024 Q1	$1.21M	Hold	9,200	–	–	0.43%	31
2023 Q4	$1.2M	Buy	+9,200	New	+$995K	0.43%	28

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

Samjo Management's BX Position: Q1 2026 in Review

Samjo Management reduced its Blackstone (BX) stake by 35% in Q1 2026, selling an estimated $389K and leaving 5,510 shares worth $634K. The position accounts for 0.27% of the portfolio, ranked #47.

Samjo Management first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.6M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Samjo Management held 5,510 shares of Blackstone worth $634K as of Q1 2026.
Samjo Management sold 2,990 Blackstone shares in Q1 2026, an estimated $389K.
Blackstone made up 0.27% of Samjo Management's portfolio in Q1 2026, its #47 holding.
Samjo Management first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
Samjo Management's Blackstone position peaked at $1.6M in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Samjo Management's 13F filing for Q1 2026, filed 15 May 2026.