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Smart Portfolios LLC’s Blackstone BX Stock Holding History

Smart Portfolios LLC’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 		$250K Hold
2,175
– – 0.25% 94
2025
Q4 		$335K Sell
2,175
-35
-2% -$5.32K 0.33% 84
2025
Q3 		$378K Sell
2,210
-355
-14% -$60.8K 0.36% 75
2025
Q2 		$384K Sell
2,565
-5
-0.2% -$687 0.39% 72
2025
Q1 		$359K Sell
2,570
-15
-0.6% -$2.44K 0.39% 77
2024
Q4 		$446K Sell
2,585
-5
-0.2% -$871 0.47% 71
2024
Q3 		$397K Sell
2,590
-15
-0.6% -$2.08K 0.4% 76
2024
Q2 		$322K Buy
2,605
+360
+16% +$44.3K 0.33% 85
2024
Q1 		$295K Hold
2,245
– – 0.31% 85
2023
Q4 		$292K Buy
+2,245
New +$243K 0.34% 73

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

Smart Portfolios LLC's BX Position: Q1 2026 in Review

Smart Portfolios LLC held its Blackstone (BX) position steady in Q1 2026 at 2,175 shares worth $250K. The position accounts for 0.25% of the portfolio, ranked #94.

Smart Portfolios LLC first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $446K in Q4 2024. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Smart Portfolios LLC held 2,175 shares of Blackstone worth $250K as of Q1 2026.
  • Smart Portfolios LLC left its Blackstone share count unchanged in Q1 2026.
  • Blackstone made up 0.25% of Smart Portfolios LLC's portfolio in Q1 2026, its #94 holding.
  • Smart Portfolios LLC first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
  • Smart Portfolios LLC's Blackstone position peaked at $446K in Q4 2024.
  • 2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Smart Portfolios LLC's 13F filing for Q1 2026, filed 1 May 2026.