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Zuckerman Investment Group’s Blackstone BX Stock Holding History

Zuckerman Investment 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
Q1 		$340K Hold
2,956
– – 0.03% 107
2025
Q4 		$456K Hold
2,956
– – 0.04% 101
2025
Q3 		$505K Sell
2,956
-3
-0.1% -$514 0.05% 113
2025
Q2 		$443K Hold
2,959
– – 0.04% 114
2025
Q1 		$414K Buy
+2,959
New +$480K 0.04% 120

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Zuckerman Investment Group's BX Position: Q1 2026 in Review

Zuckerman Investment Group held its Blackstone (BX) position steady in Q1 2026 at 2,956 shares worth $340K. The position accounts for 0.03% of the portfolio, ranked #107.

Zuckerman Investment Group first reported a position in BX in Q1 2025 and has held it in 5 quarters since. The position peaked at $505K in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Zuckerman Investment Group held 2,956 shares of Blackstone worth $340K as of Q1 2026.
  • Zuckerman Investment Group left its Blackstone share count unchanged in Q1 2026.
  • Blackstone made up 0.03% of Zuckerman Investment Group's portfolio in Q1 2026, its #107 holding.
  • Zuckerman Investment Group first reported a position in Blackstone in Q1 2025 and has held it in 5 quarters since.
  • Zuckerman Investment Group's Blackstone position peaked at $505K in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Zuckerman Investment Group's 13F filing for Q1 2026, filed 15 May 2026.