New Hampshire Trust BX Blackstone Inc

Ownership history in New Hampshire Trust  ·  7 quarters on record

AI Ownership Summary

New Hampshire Trust reported Blackstone Inc (BX) in 7 quarterly 13F filings from 2025 Q2 through 2026 Q2. Peak portfolio weight reached 0.61% in 2025 Q3. The latest visible filing shows BX at 0.55% 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 New Hampshire Trust's position in Blackstone Inc, 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 Q2

BX was reported at 0.55% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.61% in 2025 Q3

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

Time in book
Holding Window
2025 Q2 to 2026 Q2

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 New Hampshire Trust 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 5 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED 24,699 +4,444 +21.9% 0.55% $2.9M 2026-07-27 $132.60
2026 Q1 ADDED 20,255 +2,227 +12.4% 0.47% $2.3M 2026-04-20 $127.81
2025 Q4 REDUCED 18,028 -440 -2.4% 0.54% $2.8M 2026-01-29 $140.00
2025 Q3 ADDED 18,468 +91 +0.5% 0.61% $3.2M 2025-10-16 $153.36
2025 Q2 ADDED 18,377 +17,377 +1737.7% 0.57% $2.7M 2025-07-31 $166.90
2 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About New Hampshire Trust and BX

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

How long has New Hampshire Trust reported owning BX?

New Hampshire Trust reported BX across 5 quarterly 13F filings, from 2025 Q2 through 2026 Q2.

What was the largest reported BX position in New Hampshire Trust's portfolio?

The largest reported portfolio weight for BX was 0.61% in 2025 Q3.

What is the latest reported BX position on this page?

The most recent filing on this page is 2026 Q2, when New Hampshire Trust reported 24,699 shares, equal to 0.55% of portfolio, with an estimated market value of $2.9M.

What does the chart on this BX ownership page compare?

The chart compares New Hampshire Trust'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 New Hampshire Trust time their BX position?

Based on 13F filing dates vs. subsequent BX price moves, New Hampshire Trust correctly timed 2 out of 6 reported position changes (33%). The annualised alpha on BX relative to SPY over the holding period was -30.7%.

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