Walker Asset Management’s Blackstone BX Stock Holding History

Walker 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 Q3	$920K	Buy	8,205 +75	+0.9%	+$9.8K	0.47%	43
2026 Q2	$957K	Buy	8,130 +76	+0.9%	+$9.13K	0.48%	41
2026 Q1	$926K	Buy	8,054 +397	+5%	+$51.7K	0.5%	38
2025 Q4	$1.18M	Buy	7,657 +168	+2%	+$25.5K	0.63%	28
2025 Q3	$1.28M	Buy	7,489 +45	+0.6%	+$7.71K	0.72%	28
2025 Q2	$1.11M	Buy	7,444 +50	+0.7%	+$6.87K	0.64%	31
2025 Q1	$1.03M	Buy	7,394 +63	+0.9%	+$10.2K	0.63%	30
2024 Q4	$1.26M	Buy	7,331 +38	+0.5%	+$6.62K	0.78%	21
2024 Q3	$1.12M	Buy	7,293 +46	+0.6%	+$6.38K	0.69%	29
2024 Q2	$897K	Buy	7,247 +49	+0.7%	+$6.03K	0.6%	29
2024 Q1	$946K	Buy	7,198 +54	+0.8%	+$6.74K	0.62%	29
2023 Q4	$935K	Buy	7,144 +57	+0.8%	+$6.17K	0.68%	27
2023 Q3	$759K	Buy	7,087 +54	+0.8%	+$5.62K	0.68%	30
2023 Q2	$654K	Buy	7,033 +69	+1%	+$5.96K	0.54%	36
2023 Q1	$612K	Buy	6,964 +215	+3%	+$19K	0.53%	37
2022 Q4	$501K	Buy	6,749 +65	+1%	+$5.61K	0.43%	42
2022 Q3	$559K	Buy	6,684 +83	+1%	+$8.04K	0.5%	34
2022 Q2	$602K	Sell	6,601 -754	-10%	-$81.4K	0.54%	35
2022 Q1	$934K	Buy	7,355 +184	+3%	+$22.4K	0.75%	25
2021 Q4	$928K	Buy	+7,171	New	+$956K	0.81%	24

Other funds holding BX

Cacti Asset Management Atlanta, Georgia $1.89B AUM 58.55% 1-Year Est. Return

Douglas Lane & Associates New York $7.46B AUM 24.36% 1-Year Est. Return

Fort Washington Investment Advisors Cincinnati, Ohio $19.7B AUM 20.11% 1-Year Est. Return

J.L. Bainbridge & Co Sarasota, Florida $1.32B AUM 22.53% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

WPEP

Walnut Private Equity Partners Omaha, Nebraska $183M AUM 1.21% 1-Year Est. Return

Randolph Company Cincinnati, Ohio $1.16B AUM 26% 1-Year Est. Return

Howard Capital Management Group Los Angeles, California $1.73B AUM 21.46% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Midwest Trust Overland Park, Kansas $8.99B AUM 21.14% 1-Year Est. Return

Walker Asset Management's BX Position: Q3 2026 in Review

Walker Asset Management increased its Blackstone (BX) stake by 0.92% in Q3 2026, buying an estimated $9.8K and bringing the position to 8,205 shares worth $920K. The position accounts for 0.47% of the portfolio, ranked #43.

Walker Asset Management first reported a position in BX in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.28M in Q3 2025. 627 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Walker Asset Management held 8,205 shares of Blackstone worth $920K as of Q3 2026.
Walker Asset Management bought 75 Blackstone shares in Q3 2026, an estimated $9.8K.
Blackstone made up 0.47% of Walker Asset Management's portfolio in Q3 2026, its #43 holding.
Walker Asset Management first reported a position in Blackstone in Q4 2021 and has held it in 20 quarters since.
Walker Asset Management's Blackstone position peaked at $1.28M in Q3 2025.
627 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Walker Asset Management's 13F filing for Q3 2026, filed 13 Oct 2026.