Shulman DeMeo Asset Management’s Blackstone BX Stock Holding History

Shulman DeMeo Asset 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	$655K	Buy	5,570 +11	+0.2%	+$1.32K	0.12%	61
2026 Q1	$639K	Buy	+5,559	New	+$723K	0.14%	56
2021 Q2	–	Sell	-6,232	Closed	-$464K	–	74
2021 Q1	$464K	Buy	6,232 +1,043	+20%	+$72K	0.13%	79
2020 Q4	$336K	Buy	+5,189	New	+$302K	0.1%	98
2020 Q3	–	Sell	-4,912	Closed	-$278K	–	120
2020 Q2	$278K	Buy	4,912 +495	+11%	+$26.1K	0.11%	89
2020 Q1	$201K	Sell	4,417 -1,875	-30%	-$104K	0.09%	92
2019 Q4	$352K	Buy	6,292 +275	+5%	+$14.3K	0.12%	88
2019 Q3	$294K	Sell	6,017 -2,648	-31%	-$129K	0.1%	99
2019 Q2	$385K	Sell	8,665 -1,085	-11%	-$43.3K	0.14%	77
2019 Q1	$341K	Buy	9,750 +95	+1%	+$3.17K	0.13%	78
2018 Q4	$288K	Buy	+9,655	New	+$319K	0.16%	49

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Shulman DeMeo Asset Management's BX Position: Q2 2026 in Review

Shulman DeMeo Asset Management increased its Blackstone (BX) stake by 0.2% in Q2 2026, buying an estimated $1.32K and bringing the position to 5,570 shares worth $655K. The position accounts for 0.12% of the portfolio, ranked #61.

Shulman DeMeo Asset Management first reported a position in BX in Q4 2018 and has held it in 11 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Shulman DeMeo Asset Management held 5,570 shares of Blackstone worth $655K as of Q2 2026.
Shulman DeMeo Asset Management bought 11 Blackstone shares in Q2 2026, an estimated $1.32K.
Blackstone made up 0.12% of Shulman DeMeo Asset Management's portfolio in Q2 2026, its #61 holding.
Shulman DeMeo Asset Management first reported a position in Blackstone in Q4 2018 and has held it in 11 quarters since.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Shulman DeMeo Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.