Sippican Capital Advisors’s Blackstone BX Stock Holding History

Sippican Capital Advisors’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	$850K	Buy	7,226 +1	+0%	+$120	0.52%	61
2026 Q1	$831K	Buy	7,225 +6	+0.1%	+$781	0.57%	58
2025 Q4	$1.11M	Hold	7,219	–	–	0.72%	52
2025 Q3	$1.23M	Hold	7,219	–	–	0.82%	49
2025 Q2	$1.08M	Hold	7,219	–	–	0.78%	48
2025 Q1	$1.01M	Sell	7,219 -76	-1%	-$12.3K	0.76%	53
2024 Q4	$1.26M	Sell	7,295 -4	-0.1%	-$697	0.92%	43
2024 Q3	$1.12M	Sell	7,299 -115	-2%	-$16K	0.78%	48
2024 Q2	$918K	Hold	7,414	–	–	0.73%	48
2024 Q1	$974K	Hold	7,414	–	–	0.76%	49
2023 Q4	$971K	Hold	7,414	–	–	0.76%	50
2023 Q3	$794K	Sell	7,414 -40	-0.5%	-$4.17K	0.72%	52
2023 Q2	$693K	Hold	7,454	–	–	0.64%	62
2023 Q1	$655K	Hold	7,454	–	–	0.63%	64
2022 Q4	$553K	Buy	7,454 +25	+0.3%	+$2.16K	0.53%	68
2022 Q3	$622K	Sell	7,429 -25	-0.3%	-$2.42K	0.65%	64
2022 Q2	$680K	Sell	7,454 -500	-6%	-$54K	0.67%	61
2022 Q1	$1.01M	Sell	7,954 -51	-0.6%	-$6.22K	0.84%	51
2021 Q4	$1.04M	Sell	8,005 -165	-2%	-$22K	0.88%	45
2021 Q3	$950K	Sell	8,170 -1,000	-11%	-$116K	0.82%	48
2021 Q2	$891K	Sell	9,170 -100	-1%	-$8.88K	0.78%	52
2021 Q1	$691K	Sell	9,270 -10	-0.1%	-$690	0.64%	59
2020 Q4	$601K	Sell	9,280 -215	-2%	-$12.5K	0.65%	64
2020 Q3	$496K	Sell	9,495 -160	-2%	-$8.56K	0.62%	62
2020 Q2	$547K	Sell	9,655 -954	-9%	-$50.2K	0.74%	57
2020 Q1	$483K	Sell	10,609 -250	-2%	-$13.8K	0.79%	50
2019 Q4	$607K	Sell	10,859 -584	-5%	-$30.3K	0.68%	57
2019 Q3	$559K	Sell	11,443 -2,527	-18%	-$123K	0.68%	53
2019 Q2	$621K	Sell	13,970 -170	-1%	-$6.78K	0.73%	53
2019 Q1	$494K	Buy	14,140 +840	+6%	+$28K	0.59%	63
2018 Q4	$396K	Sell	13,300 -400	-3%	-$13.2K	0.54%	65
2018 Q3	$484K	Sell	13,700 -508	-4%	-$18.4K	0.56%	62
2018 Q2	$457K	Buy	14,208 +1,100	+8%	+$35K	0.46%	72
2018 Q1	$419K	Buy	13,108 +1,220	+10%	+$41.6K	0.43%	73
2017 Q4	$381K	Buy	11,888 +1,900	+19%	+$61.9K	0.37%	81
2017 Q3	$333K	Buy	9,988 +1,190	+14%	+$39.2K	0.34%	80
2017 Q2	$293K	Buy	+8,798	New	+$276K	0.32%	87

Other funds holding BX

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

AIP

ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 1-Year Est. Return

CAI

Capital Advisors Inc Tulsa, Oklahoma $6.8B AUM 26.96% 1-Year Est. Return

Sippican Capital Advisors's BX Position: Q2 2026 in Review

Sippican Capital Advisors increased its Blackstone (BX) stake by 0.01% in Q2 2026, buying an estimated $120 and bringing the position to 7,226 shares worth $850K. The position accounts for 0.52% of the portfolio, ranked #61.

Sippican Capital Advisors first reported a position in BX in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.26M in Q4 2024. 645 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Sippican Capital Advisors held 7,226 shares of Blackstone worth $850K as of Q2 2026.
Sippican Capital Advisors bought 1 Blackstone share in Q2 2026, an estimated $120.
Blackstone made up 0.52% of Sippican Capital Advisors's portfolio in Q2 2026, its #61 holding.
Sippican Capital Advisors first reported a position in Blackstone in Q2 2017 and has held it in 37 quarters since.
Sippican Capital Advisors's Blackstone position peaked at $1.26M in Q4 2024.
645 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sippican Capital Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.