Welch Group’s Blackstone BX Stock Holding History

Welch Group’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	$10.7M	Buy	95,571 +7,927	+9%	+$1.04M	0.37%	53
2026 Q2	$10.3M	Buy	87,644 +6,871	+9%	+$826K	0.35%	55
2026 Q1	$9.29M	Buy	80,773 +13,824	+21%	+$1.8M	0.35%	49
2025 Q4	$10.3M	Buy	66,949 +2,908	+5%	+$442K	0.4%	47
2025 Q3	$10.9M	Buy	64,041 +1,400	+2%	+$240K	0.43%	45
2025 Q2	$9.37M	Buy	62,641 +3,435	+6%	+$472K	0.39%	45
2025 Q1	$8.18M	Buy	59,206 +1,994	+3%	+$324K	0.36%	45
2024 Q4	$9.8M	Sell	57,212 -186	-0.3%	-$32.4K	0.44%	42
2024 Q3	$8.79M	Buy	57,398 +3,155	+6%	+$438K	0.38%	41
2024 Q2	$6.72M	Buy	54,243 +1,035	+2%	+$127K	0.32%	46
2024 Q1	$6.99M	Buy	53,208 +694	+1%	+$86.7K	0.35%	42
2023 Q4	$6.88M	Buy	52,514 +187	+0.4%	+$20.2K	0.37%	41
2023 Q3	$5.61M	Buy	52,327 +642	+1%	+$66.9K	0.33%	42
2023 Q2	$4.81M	Buy	51,685 +3,748	+8%	+$324K	0.28%	51
2023 Q1	$4.21M	Buy	47,937 +5,005	+12%	+$442K	0.24%	53
2022 Q4	$3.19M	Buy	42,932 +2,081	+5%	+$180K	0.18%	58
2022 Q3	$3.42M	Buy	40,851 +1,899	+5%	+$184K	0.22%	49
2022 Q2	$3.55M	Buy	38,952 +2,153	+6%	+$233K	0.22%	47
2022 Q1	$4.67M	Buy	36,799 +2,506	+7%	+$306K	0.27%	46
2021 Q4	$4.44M	Buy	34,293 +905	+3%	+$121K	0.26%	47
2021 Q3	$3.88M	Buy	33,388 +3,221	+11%	+$374K	0.26%	48
2021 Q2	$2.93M	Buy	30,167 +3,065	+11%	+$272K	0.2%	53
2021 Q1	$2.02M	Buy	27,102 +16,446	+154%	+$1.14M	0.15%	59
2020 Q4	$691K	Buy	10,656 +2,753	+35%	+$160K	0.06%	85
2020 Q3	$413K	Hold	7,903	–	–	0.04%	100
2020 Q2	$448K	Hold	7,903	–	–	0.04%	87
2020 Q1	$360K	Buy	+7,903	New	+$437K	0.04%	93

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57B AUM 43.56% 1-Year Est. Return

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

Crestwood Advisors Group Boston, Massachusetts $6.76B AUM 24% 1-Year Est. Return

WPEP

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

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Welch Group's BX Position: Q3 2026 in Review

Welch Group increased its Blackstone (BX) stake by 9% in Q3 2026, buying an estimated $1.04M and bringing the position to 95,571 shares worth $10.7M. The position accounts for 0.37% of the portfolio, ranked #53.

Welch Group first reported a position in BX in Q1 2020 and has held it in 27 quarters since. The position peaked at $10.9M in Q3 2025. 872 funds tracked by Wall St. Rank hold BX as of Q3 2026.

Welch Group held 95,571 shares of Blackstone worth $10.7M as of Q3 2026.
Welch Group bought 7,927 Blackstone shares in Q3 2026, an estimated $1.04M.
Blackstone made up 0.37% of Welch Group's portfolio in Q3 2026, its #53 holding.
Welch Group first reported a position in Blackstone in Q1 2020 and has held it in 27 quarters since.
Welch Group's Blackstone position peaked at $10.9M in Q3 2025.
872 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Welch Group's 13F filing for Q3 2026, filed 29 Oct 2026.