SM
BX icon

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
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 $5.7T 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 $1.47T 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