Summit Securities Group’s Blackstone BX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $14.1K | Sell |
123
-974
| -89% | -$127K | ﹤0.01% | 595 |
|
|
2025
Q4 | $169K | Sell |
1,097
-973
| -47% | -$148K | 0.02% | 369 |
|
|
2025
Q3 | $354K | Sell |
2,070
-1,048
| -34% | -$180K | 0.07% | 198 |
|
|
2025
Q2 | $466K | Buy |
3,118
+118
| +4% | +$16.2K | 0.09% | 150 |
|
|
2025
Q1 | $419K | Buy |
+3,000
| New | +$487K | 0.07% | 122 |
|
|
2024
Q2 | – | Sell |
-2
| Closed | – | – | 594 |
|
|
2024
Q1 | $0 | Sell |
2
-2,298
| -100% | -$287K | ﹤0.01% | 504 |
|
|
2023
Q4 | $301K | Sell |
2,300
-102
| -4% | -$11K | 0.03% | 223 |
|
|
2023
Q3 | $257K | Buy |
2,402
+2
| +0.1% | +$208 | 0.03% | 164 |
|
|
2023
Q2 | $223K | Sell |
2,400
-800
| -25% | -$69.1K | 0.03% | 201 |
|
|
2023
Q1 | $281K | Buy |
+3,200
| New | +$283K | 0.02% | 180 |
|
|
2022
Q4 | – | Sell |
-33,600
| Closed | -$2.9M | – | 1172 |
|
|
2022
Q3 | $2.81M | Sell |
33,600
-13,900
| -29% | -$1.35M | 0.21% | 76 |
|
|
2022
Q2 | $4.33M | Sell |
47,500
-17,700
| -27% | -$1.91M | 0.54% | 35 |
|
|
2022
Q1 | $8.28M | Sell |
65,200
-35,800
| -35% | -$4.37M | 0.93% | 16 |
|
|
2021
Q4 | $13.1M | Buy |
101,000
+36,300
| +56% | +$4.84M | 0.61% | 33 |
|
|
2021
Q3 | $7.53M | Sell |
64,700
-25,200
| -28% | -$2.92M | 0.59% | 36 |
|
|
2021
Q2 | $8.73M | Buy |
89,900
+69,100
| +332% | +$6.14M | 0.72% | 27 |
|
|
2021
Q1 | $1.55M | Sell |
20,800
-130,300
| -86% | -$9M | 0.17% | 138 |
|
|
2020
Q4 | $9.79M | Buy |
151,100
+31,599
| +26% | +$1.84M | 0.82% | 16 |
|
|
2020
Q3 | $6.24M | Sell |
119,501
-1,101
| -0.9% | -$58.9K | 0.65% | 31 |
|
|
2020
Q2 | $6.83M | Buy |
120,602
+2,702
| +2% | +$142K | 0.85% | 22 |
|
|
2020
Q1 | $5.37M | Sell |
117,900
-102,300
| -46% | -$5.66M | 0.94% | 31 |
|
|
2019
Q4 | $12.3M | Buy |
220,200
+66,800
| +44% | +$3.47M | 0.93% | 23 |
|
|
2019
Q3 | $7.49M | Buy |
153,400
+63,000
| +70% | +$3.07M | 0.66% | 24 |
|
|
2019
Q2 | $4.02M | Buy |
+90,400
| New | +$3.61M | 0.47% | 44 |
|
|
2019
Q1 | – | Sell |
-49,230
| Closed | -$1.47M | – | 214 |
|
|
2018
Q4 | $1.47M | Sell |
49,230
-14,100
| -22% | -$466K | 0.13% | 102 |
|
|
2018
Q3 | $2.41M | Buy |
63,330
+47,330
| +296% | +$1.71M | 0.9% | 21 |
|
|
2018
Q2 | $515K | Sell |
16,000
-9,300
| -37% | -$296K | 0.07% | 127 |
|
|
2018
Q1 | $808K | Sell |
25,300
-6,900
| -21% | -$235K | 0.2% | 66 |
|
|
2017
Q4 | $1.03M | Buy |
32,200
+12,600
| +64% | +$410K | 0.12% | 58 |
|
|
2017
Q3 | $654K | Buy |
+19,600
| New | +$645K | 0.11% | 86 |
|
|
2016
Q1 | – | Sell |
-37,784
| Closed | -$1.1M | – | 162 |
|
|
2015
Q4 | $1.1M | Buy |
37,784
+183
| +0.5% | +$5.83K | 0.36% | 43 |
|
|
2015
Q3 | $1.17M | Sell |
37,601
-19,055
| -34% | -$689K | 0.84% | 23 |
|
|
2015
Q2 | $2.27M | Sell |
56,656
-8,458
| -13% | -$348K | 1.11% | 12 |
|
|
2015
Q1 | $2.48M | Buy |
65,114
+15,285
| +31% | +$553K | 1.86% | 8 |
|
|
2014
Q4 | $1.65M | Sell |
49,829
-28,023
| -36% | -$877K | 0.48% | 43 |
|
|
2014
Q3 | $2.4M | Buy |
77,852
+61,854
| +387% | +$2.01M | 0.7% | 35 |
|
|
2014
Q2 | $525K | Buy |
15,998
+10,495
| +191% | +$324K | 0.18% | 87 |
|
|
2014
Q1 | $180K | Sell |
5,503
-509,602
| -99% | -$16.3M | 0.11% | 105 |
|
|
2013
Q4 | $15.9M | Buy |
515,105
+450,602
| +699% | +$12.3M | 2.77% | 8 |
|
|
2013
Q3 | $1.58M | Buy |
64,503
+42,900
| +199% | +$955K | 0.54% | 32 |
|
|
2013
Q2 | $446K | Buy |
+21,603
| New | +$449K | 0.21% | 68 |
|
Other funds holding BX
VCM
VPM
Summit Securities Group's BX Position: Q1 2026 in Review
Summit Securities Group reduced its Blackstone (BX) stake by 89% in Q1 2026, selling an estimated $127K and leaving 123 shares worth $14.1K. The position accounts for ﹤0.01% of the portfolio, ranked #595.
Summit Securities Group first reported a position in BX in Q2 2013 and has held it in 41 quarters since. The position peaked at $15.9M in Q4 2013. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.
- Summit Securities Group held 123 shares of Blackstone worth $14.1K as of Q1 2026.
- Summit Securities Group sold 974 Blackstone shares in Q1 2026, an estimated $127K.
- Blackstone made up ﹤0.01% of Summit Securities Group's portfolio in Q1 2026, its #595 holding.
- Summit Securities Group first reported a position in Blackstone in Q2 2013 and has held it in 41 quarters since.
- Summit Securities Group's Blackstone position peaked at $15.9M in Q4 2013.
- 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.
Based on Summit Securities Group's 13F filing for Q1 2026, filed 30 Apr 2026.