LJAC
BX icon

L.J. Altfest & Co’s Blackstone BX Stock Holding History

L.J. Altfest & Co’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 		$2.19M Buy
+18,640
New +$2.24M 0.21% 75
2026
Q1 		– Sell
-2,167
Closed -$334K – 338
2025
Q4 		$334K Hold
2,167
– – 0.04% 271
2025
Q3 		$370K Sell
2,167
-13
-0.6% -$2.23K 0.04% 258
2025
Q2 		$326K Buy
2,180
+11
+0.5% +$1.51K 0.04% 273
2025
Q1 		$303K Sell
2,169
-7
-0.3% -$1.14K 0.04% 270
2024
Q4 		$375K Sell
2,176
-214
-9% -$37.3K 0.05% 244
2024
Q3 		$366K Buy
2,390
+4
+0.2% +$555 0.05% 249
2024
Q2 		$295K Hold
2,386
– – 0.04% 256
2024
Q1 		$313K Hold
2,386
– – 0.04% 255
2023
Q4 		$312K Sell
2,386
-375
-14% -$40.6K 0.05% 248
2023
Q3 		$296K Sell
2,761
-223
-7% -$23.2K 0.05% 244
2023
Q2 		$277K Buy
2,984
+257
+9% +$22.2K 0.04% 250
2023
Q1 		$240K Buy
+2,727
New +$241K 0.04% 251

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

L.J. Altfest & Co's BX Position: Q2 2026 in Review

L.J. Altfest & Co opened a new position in Blackstone (BX) in Q2 2026: 18,640 shares worth $2.19M. The stake represents 0.21% of the portfolio and ranks #75 among its holdings. This is a return to the name: L.J. Altfest & Co previously reported a position in BX as recently as Q4 2025.

L.J. Altfest & Co first reported a position in BX in Q1 2023 and has held it in 13 quarters since. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • L.J. Altfest & Co held 18,640 shares of Blackstone worth $2.19M as of Q2 2026.
  • Blackstone was a new L.J. Altfest & Co position in Q2 2026.
  • Blackstone made up 0.21% of L.J. Altfest & Co's portfolio in Q2 2026, its #75 holding.
  • L.J. Altfest & Co first reported a position in Blackstone in Q1 2023 and has held it in 13 quarters since.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.