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Wambolt & Associates’s Blackstone BX Stock Holding History

Wambolt & Associates’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
2025
Q2 		$3.56M Sell
23,290
-1,571
-6% -$216K 1.2% 24
2025
Q1 		$3.55M Buy
24,861
+449
+2% +$72.9K 1.21% 25
2024
Q4 		$4.21M Sell
24,412
-5,808
-19% -$1.01M 1.35% 20
2024
Q3 		$4.59M Buy
30,220
+2,321
+8% +$322K 1.25% 19
2024
Q2 		$3.41M Buy
27,899
+2,476
+10% +$305K 0.99% 30
2024
Q1 		$3.33M Buy
25,423
+8,290
+48% +$1.04M 1% 28
2023
Q4 		$2.24M Buy
17,133
+3,775
+28% +$408K 0.73% 35
2023
Q3 		$1.43M Buy
13,358
+1,659
+14% +$173K 0.52% 62
2023
Q2 		$1.09M Buy
11,699
+591
+5% +$51.1K 0.39% 96
2023
Q1 		$944K Buy
11,108
+980
+10% +$86.6K 0.33% 107
2022
Q4 		$751K Buy
10,128
+1,928
+24% +$167K 0.29% 118
2022
Q3 		$686K Buy
8,200
+773
+10% +$74.9K 0.29% 119
2022
Q2 		$678K Buy
7,427
+1,591
+27% +$172K 0.27% 121
2022
Q1 		$748K Buy
5,836
+2,869
+97% +$350K 0.27% 124
2021
Q4 		$384K Buy
+2,967
New +$396K 0.14% 170

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wambolt & Associates's BX Position: Q2 2025 in Review

Wambolt & Associates reduced its Blackstone (BX) stake by 6.3% in Q2 2025, selling an estimated $216K and leaving 23,290 shares worth $3.56M. The position accounts for 1.2% of the portfolio, ranked #24.

Wambolt & Associates first reported a position in BX in Q4 2021 and has held it in 15 quarters since. The position peaked at $4.59M in Q3 2024. 2,115 funds tracked by Wall St. Rank hold BX as of Q2 2025.

  • Wambolt & Associates held 23,290 shares of Blackstone worth $3.56M as of Q2 2025.
  • Wambolt & Associates sold 1,571 Blackstone shares in Q2 2025, an estimated $216K.
  • Blackstone made up 1.2% of Wambolt & Associates's portfolio in Q2 2025, its #24 holding.
  • Wambolt & Associates first reported a position in Blackstone in Q4 2021 and has held it in 15 quarters since.
  • Wambolt & Associates's Blackstone position peaked at $4.59M in Q3 2024.
  • 2,115 funds tracked by Wall St. Rank held Blackstone as of Q2 2025.

Based on Wambolt & Associates's 13F filing for Q2 2025, filed 13 Aug 2025.