SCP
BX icon

Stamos Capital Partners’s Blackstone BX Stock Holding History

Stamos Capital Partners’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 		$5.18M Buy
45,069
+20,865
+86% +$2.71M 0.81% 37
2025
Q4 		$3.73M Buy
24,204
+6,028
+33% +$916K 0.6% 48
2025
Q3 		$3.11M Sell
18,176
-13,398
-42% -$2.3M 0.59% 43
2025
Q2 		$4.72M Buy
31,574
+11,749
+59% +$1.61M 0.85% 34
2025
Q1 		$2.77M Buy
19,825
+11,045
+126% +$1.79M 0.72% 40
2024
Q4 		$1.51M Buy
8,780
+830
+10% +$145K 0.36% 76
2024
Q3 		$1.22M Sell
7,950
-15,410
-66% -$2.14M 0.29% 89
2024
Q2 		$2.89M Buy
23,360
+4,440
+23% +$546K 0.61% 40
2024
Q1 		$2.49M Buy
18,920
+3,270
+21% +$408K 0.56% 50
2023
Q4 		$2.05M Sell
15,650
-37,890
-71% -$4.1M 0.56% 50
2023
Q3 		$5.74M Sell
53,540
-19,990
-27% -$2.08M 1.28% 21
2023
Q2 		$6.84M Buy
73,530
+37,350
+103% +$3.23M 1.6% 16
2023
Q1 		$3.18M Buy
36,180
+9,070
+33% +$801K 0.82% 32
2022
Q4 		$2.01M Sell
27,110
-81,540
-75% -$7.04M 0.64% 54
2022
Q3 		$9.09M Buy
108,650
+73,720
+211% +$7.14M 2.31% 9
2022
Q2 		$3.19M Buy
34,930
+26,480
+313% +$2.86M 0.96% 27
2022
Q1 		$1.07M Buy
+8,450
New +$1.03M 0.36% 51
2021
Q4 		– Sell
-29,190
Closed -$3.4M – 54
2021
Q3 		$3.4M Hold
29,190
– – 1.9% 25
2021
Q2 		$2.84M Sell
29,190
-7,510
-20% -$667K 1.49% 28
2021
Q1 		$2.73M Hold
36,700
– – 1.38% 29
2020
Q4 		$2.38M Buy
36,700
+19,700
+116% +$1.15M 1.01% 32
2020
Q3 		$887K Hold
17,000
– – 0.33% 45
2020
Q2 		$963K Sell
17,000
-67,500
-80% -$3.55M 0.55% 36
2020
Q1 		$3.85M Buy
84,500
+48,659
+136% +$2.69M 2.03% 17
2019
Q4 		$2M Sell
35,841
-4,159
-10% -$216K 1.62% 16
2019
Q3 		$1.95M Buy
40,000
+6,889
+21% +$336K 1.74% 17
2019
Q2 		$1.54M Sell
33,111
-34,597
-51% -$1.38M 1.54% 21
2019
Q1 		$2.27M Sell
67,708
-31,392
-32% -$1.05M 2.91% 12
2018
Q4 		$2.95M Buy
+99,100
New +$3.28M 2.23% 15

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

Stamos Capital Partners's BX Position: Q1 2026 in Review

Stamos Capital Partners increased its Blackstone (BX) stake by 86% in Q1 2026, buying an estimated $2.71M and bringing the position to 45,069 shares worth $5.18M. The position accounts for 0.81% of the portfolio, ranked #37.

Stamos Capital Partners first reported a position in BX in Q4 2018 and has held it in 29 quarters since. The position peaked at $9.09M in Q3 2022. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Stamos Capital Partners held 45,069 shares of Blackstone worth $5.18M as of Q1 2026.
  • Stamos Capital Partners bought 20,865 Blackstone shares in Q1 2026, an estimated $2.71M.
  • Blackstone made up 0.81% of Stamos Capital Partners's portfolio in Q1 2026, its #37 holding.
  • Stamos Capital Partners first reported a position in Blackstone in Q4 2018 and has held it in 29 quarters since.
  • Stamos Capital Partners's Blackstone position peaked at $9.09M in Q3 2022.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.