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Smith, Moore & Co’s Blackstone BX Stock Holding History

Smith, Moore & Co’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 		$1.34M Sell
11,645
-90
-0.8% -$11.7K 0.1% 175
2025
Q4 		$1.81M Sell
11,735
-613
-5% -$93.2K 0.14% 132
2025
Q3 		$2.11M Sell
12,348
-765
-6% -$131K 0.16% 118
2025
Q2 		$1.96M Buy
13,113
+335
+3% +$46K 0.16% 120
2025
Q1 		$1.79M Buy
12,778
+143
+1% +$23.2K 0.17% 127
2024
Q4 		$2.18M Sell
12,635
-560
-4% -$97.6K 0.2% 104
2024
Q3 		$2.02M Sell
13,195
-240
-2% -$33.3K 0.19% 104
2024
Q2 		$1.66M Sell
13,435
-130
-1% -$16K 0.17% 118
2024
Q1 		$1.78M Sell
13,565
-80
-0.6% -$9.99K 0.19% 109
2023
Q4 		$1.79M Sell
13,645
-60
-0.4% -$6.49K 0.21% 97
2023
Q3 		$1.47M Buy
13,705
+75
+0.6% +$7.81K 0.19% 100
2023
Q2 		$1.27M Sell
13,630
-200
-1% -$17.3K 0.16% 121
2023
Q1 		$1.21M Buy
13,830
+125
+0.9% +$11K 0.17% 116
2022
Q4 		$1.02M Buy
13,705
+275
+2% +$23.7K 0.14% 131
2022
Q3 		$1.12M Buy
13,430
+700
+5% +$67.8K 0.17% 111
2022
Q2 		$1.16M Buy
12,730
+1,050
+9% +$113K 0.18% 114
2022
Q1 		$1.48M Hold
11,680
– – 0.2% 97
2021
Q4 		$1.51M Buy
11,680
+100
+0.9% +$13.3K 0.21% 90
2021
Q3 		$1.35M Buy
11,580
+50
+0.4% +$5.8K 0.21% 95
2021
Q2 		$1.12M Sell
11,530
-200
-2% -$17.8K 0.17% 122
2021
Q1 		$874K Hold
11,730
– – 0.14% 154
2020
Q4 		$760K Hold
11,730
– – 0.14% 144
2020
Q3 		$612K Buy
+11,730
New +$628K 0.13% 167

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Smith, Moore & Co's BX Position: Q1 2026 in Review

Smith, Moore & Co reduced its Blackstone (BX) stake by 0.77% in Q1 2026, selling an estimated $11.7K and leaving 11,645 shares worth $1.34M. The position accounts for 0.1% of the portfolio, ranked #175.

Smith, Moore & Co first reported a position in BX in Q3 2020 and has held it in 23 quarters since. The position peaked at $2.18M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Smith, Moore & Co held 11,645 shares of Blackstone worth $1.34M as of Q1 2026.
  • Smith, Moore & Co sold 90 Blackstone shares in Q1 2026, an estimated $11.7K.
  • Blackstone made up 0.1% of Smith, Moore & Co's portfolio in Q1 2026, its #175 holding.
  • Smith, Moore & Co first reported a position in Blackstone in Q3 2020 and has held it in 23 quarters since.
  • Smith, Moore & Co's Blackstone position peaked at $2.18M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.