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Vaughan & Co Securities’s Blackstone BX Stock Holding History

Vaughan & Co Securities’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 		$345K Sell
3,003
-28
-0.9% -$3.64K 0.18% 51
2025
Q4 		$467K Hold
3,031
– – 0.24% 44
2025
Q3 		$518K Sell
3,031
-97
-3% -$16.6K 0.28% 43
2025
Q2 		$468K Sell
3,128
-39
-1% -$5.36K 0.27% 49
2025
Q1 		$443K Sell
3,167
-1,443
-31% -$234K 0.27% 48
2024
Q4 		$795K Sell
4,610
-195
-4% -$34K 0.48% 24
2024
Q3 		$736K Sell
4,805
-109
-2% -$15.1K 0.43% 30
2024
Q2 		$608K Sell
4,914
-44
-0.9% -$5.41K 0.38% 40
2024
Q1 		$651K Sell
4,958
-482
-9% -$60.2K 0.41% 31
2023
Q4 		$712K Sell
5,440
-2,300
-30% -$249K 0.48% 30
2023
Q3 		$829K Sell
7,740
-73
-0.9% -$7.6K 0.62% 21
2023
Q2 		$726K Sell
7,813
-35
-0.4% -$3.02K 0.52% 26
2023
Q1 		$689K Sell
7,848
-61
-0.8% -$5.39K 0.51% 28
2022
Q4 		$587K Sell
7,909
-200
-2% -$17.3K 0.47% 40
2022
Q3 		$679K Buy
8,109
+2,799
+53% +$271K 0.59% 24
2022
Q2 		$484K Hold
5,310
– – 0.39% 43
2022
Q1 		$674K Sell
5,310
-142
-3% -$17.3K 0.47% 37
2021
Q4 		$705K Sell
5,452
-3,279
-38% -$437K 0.48% 31
2021
Q3 		$1.02M Sell
8,731
-119
-1% -$13.8K 0.76% 12
2021
Q2 		$860K Hold
8,850
– – 0.64% 15
2021
Q1 		$660K Sell
8,850
-241
-3% -$16.6K 0.53% 24
2020
Q4 		$589K Sell
9,091
-1,372
-13% -$79.9K 0.52% 18
2020
Q3 		$546K Sell
10,463
-428
-4% -$22.9K 0.57% 19
2020
Q2 		$617K Buy
+10,891
New +$573K 0.68% 13

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

Vaughan & Co Securities's BX Position: Q1 2026 in Review

Vaughan & Co Securities reduced its Blackstone (BX) stake by 0.92% in Q1 2026, selling an estimated $3.64K and leaving 3,003 shares worth $345K. The position accounts for 0.18% of the portfolio, ranked #51.

Vaughan & Co Securities first reported a position in BX in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.02M in Q3 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Vaughan & Co Securities held 3,003 shares of Blackstone worth $345K as of Q1 2026.
  • Vaughan & Co Securities sold 28 Blackstone shares in Q1 2026, an estimated $3.64K.
  • Blackstone made up 0.18% of Vaughan & Co Securities's portfolio in Q1 2026, its #51 holding.
  • Vaughan & Co Securities first reported a position in Blackstone in Q2 2020 and has held it in 24 quarters since.
  • Vaughan & Co Securities's Blackstone position peaked at $1.02M in Q3 2021.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Vaughan & Co Securities's 13F filing for Q1 2026, filed 27 Apr 2026.