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Warwick Investment Management’s Blackstone BX Stock Holding History

Warwick Investment 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 		– Sell
-1,376
Closed -$212K – 145
2025
Q4 		$212K Buy
1,376
+186
+16% +$28.3K 0.03% 141
2025
Q3 		$203K Buy
+1,190
New +$204K 0.04% 149
2024
Q4 		– Sell
-1,443
Closed -$221K – 100
2024
Q3 		$221K Buy
+1,443
New +$200K 0.05% 86

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 $3.38T AUM 44.17% 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

Warwick Investment Management's BX Position: Q1 2026 in Review

Warwick Investment Management sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,376 shares — an estimated $212K sold.

Warwick Investment Management first reported a position in BX in Q3 2024 and held it in 3 quarters. The position peaked at $221K in Q3 2024. 2,140 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Warwick Investment Management reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • Warwick Investment Management sold 1,376 Blackstone shares in Q1 2026, an estimated $212K.
  • Warwick Investment Management first reported a position in Blackstone in Q3 2024 and held it in 3 quarters.
  • Warwick Investment Management's Blackstone position peaked at $221K in Q3 2024.
  • 2,140 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Warwick Investment Management's 13F filing for Q1 2026, filed 12 May 2026.