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Stokes Family Office’s Blackstone BX Stock Holding History

Stokes Family Office’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
2025
Q1 		– Sell
-3,468
Closed -$598K – 237
2024
Q4 		$598K Buy
+3,468
New +$604K 0.06% 143
2024
Q1 		– Sell
-2,717
Closed -$356K – 224
2023
Q4 		$356K Buy
2,717
+149
+6% +$16.1K 0.05% 160
2023
Q3 		$275K Buy
2,568
+241
+10% +$25.1K 0.03% 259
2023
Q2 		$216K Buy
+2,327
New +$201K 0.03% 283

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Stokes Family Office's BX Position: Q1 2025 in Review

Stokes Family Office sold out of Blackstone (BX) in Q1 2025, closing a stake of 3,468 shares — an estimated $598K sold.

Stokes Family Office first reported a position in BX in Q2 2023 and held it in 4 quarters. The position peaked at $598K in Q4 2024. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Stokes Family Office reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Stokes Family Office sold 3,468 Blackstone shares in Q1 2025, an estimated $598K.
  • Stokes Family Office first reported a position in Blackstone in Q2 2023 and held it in 4 quarters.
  • Stokes Family Office's Blackstone position peaked at $598K in Q4 2024.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Stokes Family Office's 13F filing for Q1 2025, filed 13 May 2025.