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SWP Investment Management’s Blackstone BX Stock Holding History

SWP Investment 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 		$3.1M Buy
26,373
+980
+4% +$118K 2.14% 23
2026
Q1 		$2.92M Buy
25,393
+5,810
+30% +$756K 2.18% 19
2025
Q4 		$3.02M Buy
19,583
+5,031
+35% +$765K 2.19% 17
2025
Q3 		$2.49M Buy
14,552
+1,259
+9% +$216K 2.44% 9
2025
Q2 		$1.99M Buy
13,293
+7,876
+145% +$1.08M 2.35% 14
2025
Q1 		$757K Buy
+5,417
New +$879K 0.95% 49

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

SWP Investment Management's BX Position: Q2 2026 in Review

SWP Investment Management increased its Blackstone (BX) stake by 3.9% in Q2 2026, buying an estimated $118K and bringing the position to 26,373 shares worth $3.1M. The position accounts for 2.14% of the portfolio, ranked #23.

SWP Investment Management first reported a position in BX in Q1 2025 and has held it in 6 quarters since. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • SWP Investment Management held 26,373 shares of Blackstone worth $3.1M as of Q2 2026.
  • SWP Investment Management bought 980 Blackstone shares in Q2 2026, an estimated $118K.
  • Blackstone made up 2.14% of SWP Investment Management's portfolio in Q2 2026, its #23 holding.
  • SWP Investment Management first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on SWP Investment Management's 13F filing for Q2 2026, filed 2 Jul 2026.