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Walkner Condon Financial Advisors’s Blackstone BX Stock Holding History

Walkner Condon Financial Advisors’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 		– Sell
-1,475
Closed -$227K – 326
2025
Q4 		$227K Buy
1,475
+75
+5% +$11.4K 0.03% 282
2025
Q3 		$239K Buy
+1,400
New +$240K 0.04% 259
2025
Q1 		– Sell
-1,250
Closed -$216K – 270
2024
Q4 		$216K Buy
+1,250
New +$218K 0.04% 257

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
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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

Walkner Condon Financial Advisors's BX Position: Q1 2026 in Review

Walkner Condon Financial Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,475 shares — an estimated $227K sold.

Walkner Condon Financial Advisors first reported a position in BX in Q4 2024 and held it in 3 quarters. The position peaked at $239K in Q3 2025. 2,135 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Walkner Condon Financial Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Walkner Condon Financial Advisors sold 1,475 Blackstone shares in Q1 2026, an estimated $227K.
  • Walkner Condon Financial Advisors first reported a position in Blackstone in Q4 2024 and held it in 3 quarters.
  • Walkner Condon Financial Advisors's Blackstone position peaked at $239K in Q3 2025.
  • 2,135 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.