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Sweeney & Michel’s Blackstone BX Stock Holding History

Sweeney & Michel’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 		$731K Buy
5,330
+37
+0.7% +$4.45K 0.19% 72
2026
Q1 		$645K Buy
5,293
+117
+2% +$15.2K 0.19% 76
2025
Q4 		$691K Sell
5,176
-435
-8% -$66.1K 0.2% 71
2025
Q3 		$863K Sell
5,611
-803
-13% -$138K 0.29% 59
2025
Q2 		$1.04M Sell
6,414
-302
-4% -$41.5K 0.37% 48
2025
Q1 		$806K Buy
+6,716
New +$1.09M 0.35% 51
2024
Q3 		$1.16M Buy
6,723
+28
+0.4% +$3.88K 0.46% 41
2024
Q2 		$812K Sell
6,695
-11
-0.2% -$1.35K 0.35% 51
2024
Q1 		$845K Buy
+6,706
New +$837K 0.37% 49
2023
Q3 		$670K Buy
6,760
+37
+0.6% +$3.85K 0.35% 51
2023
Q2 		$698K Buy
6,723
+35
+0.5% +$3.02K 0.36% 47
2023
Q1 		$584K Buy
+6,688
New +$591K 0.31% 53

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sweeney & Michel's BX Position: Q2 2026 in Review

Sweeney & Michel increased its Blackstone (BX) stake by 0.7% in Q2 2026, buying an estimated $4.45K and bringing the position to 5,330 shares worth $731K. The position accounts for 0.19% of the portfolio, ranked #72.

Sweeney & Michel first reported a position in BX in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.16M in Q3 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Sweeney & Michel held 5,330 shares of Blackstone worth $731K as of Q2 2026.
  • Sweeney & Michel bought 37 Blackstone shares in Q2 2026, an estimated $4.45K.
  • Blackstone made up 0.19% of Sweeney & Michel's portfolio in Q2 2026, its #72 holding.
  • Sweeney & Michel first reported a position in Blackstone in Q1 2023 and has held it in 12 quarters since.
  • Sweeney & Michel's Blackstone position peaked at $1.16M in Q3 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Sweeney & Michel's 13F filing for Q2 2026, filed 11 Aug 2026.