ZWJ Investment Counsel’s Blackstone BX Stock Holding History

ZWJ Investment Counsel’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 Q4	–	Sell	-1,240	Closed	-$212K	–	242
2025 Q3	$212K	Sell	1,240 -400	-24%	-$68.5K	0.01%	237
2025 Q2	$245K	Hold	1,640	–	–	0.01%	194
2025 Q1	$229K	Hold	1,640	–	–	0.01%	198
2024 Q4	$283K	Hold	1,640	–	–	0.01%	191
2024 Q3	$251K	Hold	1,640	–	–	0.01%	195
2024 Q2	$203K	Hold	1,640	–	–	0.01%	217
2024 Q1	$215K	Sell	1,640 -249	-13%	-$31.1K	0.01%	214
2023 Q4	$247K	Buy	1,889 +2	+0.1%	+$216	0.01%	176
2023 Q3	$202K	Buy	+1,887	New	+$196K	0.01%	188
2022 Q2	–	Sell	-1,765	Closed	-$224K	–	181
2022 Q1	$224K	Hold	1,765	–	–	0.01%	162
2021 Q4	$228K	Hold	1,765	–	–	0.01%	164
2021 Q3	$205K	Buy	+1,765	New	+$205K	0.01%	162
2018 Q1	–	Sell	-7,390	Closed	-$237K	–	173
2017 Q4	$237K	Buy	7,390 +2	+0%	+$65	0.02%	262
2017 Q3	$247K	Buy	+7,388	New	+$243K	0.02%	252

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

ZWJ Investment Counsel's BX Position: Q4 2025 in Review

ZWJ Investment Counsel sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,240 shares — an estimated $212K sold.

ZWJ Investment Counsel first reported a position in BX in Q3 2017 and held it in 14 quarters. The position peaked at $283K in Q4 2024. 2,288 funds tracked by Wall St. Rank hold BX as of Q4 2025.

ZWJ Investment Counsel reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
ZWJ Investment Counsel sold 1,240 Blackstone shares in Q4 2025, an estimated $212K.
ZWJ Investment Counsel first reported a position in Blackstone in Q3 2017 and held it in 14 quarters.
ZWJ Investment Counsel's Blackstone position peaked at $283K in Q4 2024.
2,288 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on ZWJ Investment Counsel's 13F filing for Q4 2025, filed 23 Jan 2026.