Wimmer Associates 1’s Blackstone BX Stock Holding History

Wimmer Associates 1’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	$476K	Hold	4,143	–	–	0.23%	73
2025 Q4	$639K	Hold	4,143	–	–	0.3%	65
2025 Q3	$708K	Hold	4,143	–	–	0.34%	61
2025 Q2	$620K	Hold	4,143	–	–	0.32%	63
2025 Q1	$616K	Sell	4,143 -148	-3%	-$24K	0.32%	61
2024 Q4	$740K	Sell	4,291 -52	-1%	-$9.06K	0.37%	59
2024 Q3	$665K	Hold	4,343	–	–	0.33%	66
2024 Q2	$538K	Hold	4,343	–	–	0.28%	76
2024 Q1	$571K	Hold	4,343	–	–	0.3%	75
2023 Q4	$569K	Hold	4,343	–	–	0.32%	73
2023 Q3	$465K	Sell	4,343 -50	-1%	-$5.21K	0.29%	77
2023 Q2	$408K	Hold	4,393	–	–	0.25%	82
2023 Q1	$365K	Buy	4,393 +50	+1%	+$4.42K	0.23%	85
2022 Q4	$322K	Hold	4,343	–	–	0.21%	86
2022 Q3	$396K	Sell	4,343 -695	-14%	-$67.3K	0.26%	81
2022 Q2	$460K	Buy	5,038 +150	+3%	+$16.2K	0.3%	76
2022 Q1	$620K	Hold	4,888	–	–	0.34%	64
2021 Q4	$632K	Hold	4,888	–	–	0.34%	67
2021 Q3	$569K	Hold	4,888	–	–	0.34%	70
2021 Q2	$475K	Hold	4,888	–	–	0.28%	76
2021 Q1	$364K	Hold	4,888	–	–	0.2%	83
2020 Q4	$317K	Hold	4,888	–	–	0.19%	88
2020 Q3	$255K	Buy	+4,888	New	+$262K	0.17%	92
2020 Q2	–	Sell	-4,645	Closed	-$212K	–	102
2020 Q1	$212K	Buy	4,645 +100	+2%	+$5.53K	0.2%	95
2019 Q4	$254K	Buy	+4,545	New	+$236K	0.2%	95

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wimmer Associates 1's BX Position: Q1 2026 in Review

Wimmer Associates 1 held its Blackstone (BX) position steady in Q1 2026 at 4,143 shares worth $476K. The position accounts for 0.23% of the portfolio, ranked #73.

Wimmer Associates 1 first reported a position in BX in Q4 2019 and has held it in 25 quarters since. The position peaked at $740K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Wimmer Associates 1 held 4,143 shares of Blackstone worth $476K as of Q1 2026.
Wimmer Associates 1 left its Blackstone share count unchanged in Q1 2026.
Blackstone made up 0.23% of Wimmer Associates 1's portfolio in Q1 2026, its #73 holding.
Wimmer Associates 1 first reported a position in Blackstone in Q4 2019 and has held it in 25 quarters since.
Wimmer Associates 1's Blackstone position peaked at $740K in Q4 2024.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Wimmer Associates 1's 13F filing for Q1 2026, filed 15 May 2026.