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Summit Securities Group’s Blackstone BX Stock Holding History

Summit Securities Group’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
2023
Q1 		– Sell
-28,000
Closed -$2.08M – 853
2022
Q4 		$2.08M Buy
+28,000
New +$2.42M 0.08% 118
2022
Q1 		– Sell
-1,200
Closed -$155K – 1120
2021
Q4 		$155K Buy
1,200
+930
+344% +$124K 0.01% 644
2021
Q3 		$3.14M Buy
270
+174
+181% +$20.2K 0.24% 99
2021
Q2 		$933K Buy
+96
New +$8.53K 0.08% 263
2021
Q1 		– Sell
-290
Closed -$1.88M – 579
2020
Q4 		$1.88M Buy
290
+21
+8% +$1.22K 0.16% 158
2020
Q3 		$1.4M Sell
269
-31
-10% -$1.66K 0.15% 121
2020
Q2 		$1.7M Hold
300
– – 0.21% 95
2020
Q1 		$1.37M Buy
+300
New +$16.6K 0.24% 92
2019
Q4 		– Sell
-100
Closed -$488K – 434
2019
Q3 		$488K Sell
100
-66
-40% -$3.22K 0.04% 198
2019
Q2 		$737K Buy
+166
New +$6.62K 0.09% 163
2018
Q4 		– Sell
-642
Closed -$793K – 306
2018
Q3 		$793K Buy
+642
New +$23.2K 0.29% 54
2017
Q4 		– Sell
-535
Closed -$1.79M – 185
2017
Q3 		$1.79M Buy
535
+219
+69% +$7.21K 0.3% 38
2017
Q2 		$1.05M Buy
316
+97
+44% +$3.04K 0.19% 64
2017
Q1 		$650K Buy
+219
New +$6.59K 0.19% 112
2015
Q2 		– Sell
-7,937
Closed -$8.3M – 475
2015
Q1 		$8.3M Buy
+7,937
New +$287K 6.22% 2

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

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.