BX Blackstone Group LP

Ownership history in THOMAS STORY & SON LLC  ·  22 quarters on record

AI Ownership Summary

THOMAS STORY & SON LLC reported Blackstone Group LP (BX) in 22 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.83% in 2024 Q4. The latest visible filing shows BX at 1.40% 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 THOMAS STORY & SON LLC's position in Blackstone Group LP, 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
2025 Q4

BX was reported at 1.40% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.83% in 2024 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 2025 Q4

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 THOMAS STORY & SON LLC held BX — position size vs. price
% of Fund (quarterly)    BX price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 ADDED 24,398 +30 +0.1% 1.40% $3.8M 2026-02-14 (Est.) $129.86
2025 Q3 REDUCED 24,368 -165 -0.7% 1.53% $4.2M 2025-10-14 $160.67
2025 Q2 REDUCED 24,533 -1,795 -6.8% 1.41% $3.7M 2025-08-11 $166.64
2025 Q1 ADDED 26,328 +1,037 +4.1% 1.43% $3.7M 2025-05-13 $144.72
2024 Q4 REDUCED 25,291 -125 -0.5% 1.83% $4.4M 2025-01-29 $177.76
2024 Q3 REDUCED 25,416 -150 -0.6% 1.59% $3.9M 2024-11-01 $161.23
2024 Q2 UNCHANGED 25,566 0% 1.37% $3.2M 2024-08-02 $126.93
2024 Q1 REDUCED 25,566 -250 -1.0% 1.42% $3.4M 2024-04-30 $110.60
2023 Q4 REDUCED 25,816 -250 -1.0% 1.59% $3.4M 2024-03-01 $120.67
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About THOMAS STORY & SON LLC and BX

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

How long has THOMAS STORY & SON LLC reported owning BX?

THOMAS STORY & SON LLC reported BX across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported BX position in THOMAS STORY & SON LLC's portfolio?

The largest reported portfolio weight for BX was 1.83% in 2024 Q4.

What is the latest reported BX position on this page?

The most recent filing on this page is 2025 Q4, when THOMAS STORY & SON LLC reported 24,398 shares, equal to 1.40% of portfolio, with an estimated market value of $3.8M.

What does the chart on this BX ownership page compare?

The chart compares THOMAS STORY & SON LLC'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.

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