Alan B. Lancz & Associates’s Blackstone BX Stock Holding History

Alan B. Lancz & Associates’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
2026 Q2	$471K	Hold	4,000	–	–	0.41%	64
2026 Q1	$460K	Sell	4,000 -700	-15%	-$91.1K	0.45%	63
2025 Q4	$724K	Hold	4,700	–	–	0.64%	39
2025 Q3	$803K	Hold	4,700	–	–	0.73%	35
2025 Q2	$703K	Hold	4,700	–	–	0.7%	34
2025 Q1	$657K	Hold	4,700	–	–	0.7%	33
2024 Q4	$810K	Hold	4,700	–	–	0.82%	26
2024 Q3	$720K	Hold	4,700	–	–	0.66%	35
2024 Q2	$582K	Buy	+4,700	New	+$578K	0.58%	41
2023 Q4	$668K	Sell	5,100 -250	-5%	-$27K	0.7%	32
2023 Q3	$573K	Sell	5,350 -500	-9%	-$52.1K	0.65%	37
2023 Q2	$544K	Hold	5,850	–	–	0.58%	45
2023 Q1	$514K	Hold	5,850	–	–	0.53%	51
2022 Q4	$497K	Hold	5,850	–	–	0.5%	55
2022 Q3	$490K	Hold	5,850	–	–	0.58%	44
2022 Q2	$597K	Sell	5,850 -500	-8%	-$54K	0.59%	40
2022 Q1	$806K	Hold	6,350	–	–	0.71%	31
2021 Q4	$822K	Buy	+6,350	New	+$847K	0.72%	33

Other funds holding BX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Alan B. Lancz & Associates's BX Position: Q2 2026 in Review

Alan B. Lancz & Associates held its Blackstone (BX) position steady in Q2 2026 at 4,000 shares worth $471K. The position accounts for 0.41% of the portfolio, ranked #64.

Alan B. Lancz & Associates first reported a position in BX in Q4 2021 and has held it in 18 quarters since. The position peaked at $822K in Q4 2021. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Alan B. Lancz & Associates held 4,000 shares of Blackstone worth $471K as of Q2 2026.
Alan B. Lancz & Associates left its Blackstone share count unchanged in Q2 2026.
Blackstone made up 0.41% of Alan B. Lancz & Associates's portfolio in Q2 2026, its #64 holding.
Alan B. Lancz & Associates first reported a position in Blackstone in Q4 2021 and has held it in 18 quarters since.
Alan B. Lancz & Associates's Blackstone position peaked at $822K in Q4 2021.
2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Alan B. Lancz & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.