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Sunbeam Capital Management’s Blackstone BX Stock Holding History

Sunbeam Capital Management’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
Q2 		$270K Buy
2,294
+20
+0.9% +$2.4K 0.12% 106
2026
Q1 		$261K Buy
2,274
+519
+30% +$67.5K 0.15% 91
2025
Q4 		$270K Buy
+1,755
New +$267K 0.16% 88

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Sunbeam Capital Management's BX Position: Q2 2026 in Review

Sunbeam Capital Management increased its Blackstone (BX) stake by 0.88% in Q2 2026, buying an estimated $2.4K and bringing the position to 2,294 shares worth $270K. The position accounts for 0.12% of the portfolio, ranked #106.

Sunbeam Capital Management first reported a position in BX in Q4 2025 and has held it in 3 quarters since. The position peaked at $270K in Q4 2025. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Sunbeam Capital Management held 2,294 shares of Blackstone worth $270K as of Q2 2026.
  • Sunbeam Capital Management bought 20 Blackstone shares in Q2 2026, an estimated $2.4K.
  • Blackstone made up 0.12% of Sunbeam Capital Management's portfolio in Q2 2026, its #106 holding.
  • Sunbeam Capital Management first reported a position in Blackstone in Q4 2025 and has held it in 3 quarters since.
  • Sunbeam Capital Management's Blackstone position peaked at $270K in Q4 2025.
  • 962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sunbeam Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.