Bill Few Associates, Inc. BX BLACKSTONE INC COM

Ownership history in Bill Few Associates, Inc.  ·  18 quarters on record

AI Ownership Summary

Bill Few Associates, Inc. reported BLACKSTONE INC COM (BX) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 2.28% in 2023 Q4. The latest visible filing shows BX at 1.02% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Bill Few Associates, Inc.'s position in BLACKSTONE INC COM, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BX was reported at 1.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.28% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Bill Few Associates, Inc. held BX — position size vs. price
% of Fund (quarterly)    BX price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 37,195 +245 +0.7% 1.02% $4.3M 2026-04-08 $117.67
2025 Q4 ADDED 36,950 +541 +1.5% 1.40% $5.7M 2026-01-12 $154.78
2025 Q3 ADDED 36,409 +808 +2.3% 1.60% $6.2M 2025-10-16 $154.78
2025 Q2 REDUCED 35,601 -21 -0.1% 1.51% $5.3M 2025-07-25 $173.45
2025 Q1 REDUCED 35,622 -6 -0.0% 1.78% $5.0M 2025-05-12 $145.11
2024 Q4 REDUCED 35,628 -732 -2.0% 2.16% $6.1M 2025-01-17 $172.55
2024 Q3 REDUCED 36,360 -423 -1.1% 1.98% $5.6M 2024-10-15 $149.13
2024 Q2 REDUCED 36,783 -1,078 -2.8% 1.75% $4.6M 2024-07-16 $129.95
2024 Q1 REDUCED 37,861 -365 -1.0% 2.02% $5.0M 2024-04-18 $113.35
2023 Q4 REDUCED 38,226 -500 -1.3% 2.28% $5.0M 2024-01-17 $109.37
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Bill Few Associates, Inc. and BX

These are the practical questions this page is built to answer before you even open the full history table.

How long has Bill Few Associates, Inc. reported owning BX?

Bill Few Associates, Inc. reported BX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BX position in Bill Few Associates, Inc.'s portfolio?

The largest reported portfolio weight for BX was 2.28% in 2023 Q4.

What is the latest reported BX position on this page?

The most recent filing on this page is 2026 Q1, when Bill Few Associates, Inc. reported 37,195 shares, equal to 1.02% of portfolio, with an estimated market value of $4.3M.

What does the chart on this BX ownership page compare?

The chart compares Bill Few Associates, Inc.'s quarterly BX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Bill Few Associates, Inc. time their BX position?

Based on 13F filing dates vs. subsequent BX price moves, Bill Few Associates, Inc. correctly timed 5 out of 17 reported position changes (29%). The annualised alpha on BX relative to SPY over the holding period was -6.2%.

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