Stamos Capital Partners, L.P. BX — BLACKSTONE GROUP L P

Ownership history in Stamos Capital Partners, L.P.  ·  29 quarters on record

AI Ownership Summary

Stamos Capital Partners, L.P. reported BLACKSTONE GROUP L P (BX) in 29 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.85% in 2025 Q2. The latest visible filing shows BX at 0.81% 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 Stamos Capital Partners, L.P.'s position in BLACKSTONE GROUP L P, 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 0.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2025 Q2

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.

BX stock page Stamos Capital Partners, L.P. fund profile Stamos Capital Partners, L.P. full holdings
How Stamos Capital Partners, L.P. 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 — — — 45,069 +20,865 +86.2% 0.81% $5.2M 2026-05-14 $122.46
2025 Q4 ADDED — — — 24,204 +6,028 +33.2% 0.60% $3.7M 2026-02-12 $128.58
2025 Q3 REDUCED 42.4% -8.4% ✅ 18,176 -13,398 -42.4% 0.59% $3.1M 2025-11-13 $136.66
2025 Q2 ADDED — — — 31,574 +11,749 +59.3% 0.85% $4.7M 2025-08-14 $169.58
2025 Q1 ADDED — — — 19,825 +11,045 +125.8% 0.72% $2.8M 2025-05-14 $143.22
2024 Q4 ADDED — — — 8,780 +830 +10.4% 0.36% $1.5M 2025-02-13 $153.77
2024 Q3 REDUCED 66.0% +12.9% ❌ 7,950 -15,410 -66.0% 0.29% $1.2M 2024-11-13 $172.50
2024 Q2 ADDED — — — 23,360 +4,440 +23.5% 0.61% $2.9M 2024-08-13 $126.04
2024 Q1 ADDED — — — 18,920 +3,270 +20.9% 0.56% $2.5M 2024-05-14 $118.38
2023 Q4 REDUCED 70.8% +0.8% ❌ 15,650 -37,890 -70.8% 0.56% $2.0M 2024-02-13 $116.63
19 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BX

As of 2026 Q1 — sorted by position size

John & Kathleen Schreiber Foundation 3Y 80.13% WALNUT PRIVATE EQUITY PARTNERS, LLC 3Y 7Y 23.08% KIDS CAPITAL MANAGEMENT, L.P. 3Y 12.51% Highlander Partners, L.P. 3Y 10.74% Cryder Capital Partners LLP 3Y 7Y 10.45% Enstar Group LTD 3Y 8.7% ACCOUNT MANAGEMENT LLC 3Y 7Y 8.48% Coalescence Partners Investment Management, LP 8.12% GARRISON BRADFORD & ASSOCIATES INC 3Y 7Y 7.98% Heard Capital LLC 3Y 7.33%

FAQ About Stamos Capital Partners, L.P. and BX

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

How long has Stamos Capital Partners, L.P. reported owning BX?

Stamos Capital Partners, L.P. reported BX across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BX position in Stamos Capital Partners, L.P.'s portfolio?

The largest reported portfolio weight for BX was 0.85% in 2025 Q2.

What is the latest reported BX position on this page?

The most recent filing on this page is 2026 Q1, when Stamos Capital Partners, L.P. reported 45,069 shares, equal to 0.81% of portfolio, with an estimated market value of $5.2M.

What does the chart on this BX ownership page compare?

The chart compares Stamos Capital Partners, L.P.'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 Stamos Capital Partners, L.P. time their BX position?

Based on 13F filing dates vs. subsequent BX price moves, Stamos Capital Partners, L.P. correctly timed 13 out of 25 reported position changes (52%). The annualised alpha on BX relative to SPY over the holding period was +6.4%.

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