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Townsend Asset Management’s Blackstone BX Stock Holding History

Townsend Asset 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
Q1 		$397K Buy
3,455
+585
+20% +$76.1K 0.14% 95
2025
Q4 		$442K Sell
2,870
-346
-11% -$52.6K 0.16% 91
2025
Q3 		$549K Sell
3,216
-556
-15% -$95.3K 0.2% 80
2025
Q2 		$564K Buy
3,772
+4
+0.1% +$550 0.2% 77
2025
Q1 		$527K Sell
3,768
-23
-0.6% -$3.73K 0.2% 79
2024
Q4 		$654K Sell
3,791
-28
-0.7% -$4.88K 0.24% 73
2024
Q3 		$585K Buy
3,819
+4
+0.1% +$555 0.22% 77
2024
Q2 		$472K Buy
3,815
+3
+0.1% +$369 0.18% 87
2024
Q1 		$501K Buy
3,812
+3
+0.1% +$375 0.2% 83
2023
Q4 		$499K Buy
3,809
+4
+0.1% +$433 0.23% 75
2023
Q3 		$408K Buy
3,805
+4
+0.1% +$417 0.21% 85
2023
Q2 		$353K Buy
3,801
+5
+0.1% +$432 0.17% 91
2023
Q1 		$333K Buy
3,796
+4
+0.1% +$353 0.17% 97
2022
Q4 		$281K Sell
3,792
-501
-12% -$43.3K 0.14% 111
2022
Q3 		$359K Sell
4,293
-1,652
-28% -$160K 0.2% 93
2022
Q2 		$542K Sell
5,945
-794
-12% -$85.7K 0.28% 75
2022
Q1 		$856K Buy
6,739
+4
+0.1% +$488 0.42% 56
2021
Q4 		$871K Sell
6,735
-1,547
-19% -$206K 0.42% 55
2021
Q3 		$964K Buy
8,282
+2
+0% +$232 0.51% 49
2021
Q2 		$804K Buy
8,280
+4
+0% +$355 0.45% 52
2021
Q1 		$617K Sell
8,276
-45
-0.5% -$3.11K 0.38% 63
2020
Q4 		$539K Buy
8,321
+4
+0% +$233 0.36% 67
2020
Q3 		$434K Sell
8,317
-517
-6% -$27.7K 0.35% 75
2020
Q2 		$501K Buy
8,834
+401
+5% +$21.1K 0.4% 64
2020
Q1 		$384K Sell
8,433
-2,110
-20% -$117K 0.39% 66
2019
Q4 		$590K Buy
+10,543
New +$547K 0.48% 58

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

Townsend Asset Management's BX Position: Q1 2026 in Review

Townsend Asset Management increased its Blackstone (BX) stake by 20% in Q1 2026, buying an estimated $76.1K and bringing the position to 3,455 shares worth $397K. The position accounts for 0.14% of the portfolio, ranked #95.

Townsend Asset Management first reported a position in BX in Q4 2019 and has held it in 26 quarters since. The position peaked at $964K in Q3 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Townsend Asset Management held 3,455 shares of Blackstone worth $397K as of Q1 2026.
  • Townsend Asset Management bought 585 Blackstone shares in Q1 2026, an estimated $76.1K.
  • Blackstone made up 0.14% of Townsend Asset Management's portfolio in Q1 2026, its #95 holding.
  • Townsend Asset Management first reported a position in Blackstone in Q4 2019 and has held it in 26 quarters since.
  • Townsend Asset Management's Blackstone position peaked at $964K in Q3 2021.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Townsend Asset Management's 13F filing for Q1 2026, filed 6 May 2026.