LJAC
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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

L.J. Altfest & Co's BX Position: Q1 2026 in Review

L.J. Altfest & Co sold out of Blackstone (BX) in Q1 2026, closing a stake of 2,167 shares — an estimated $334K sold.

L.J. Altfest & Co first reported a position in BX in Q1 2023 and held it in 12 quarters. The position peaked at $375K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • L.J. Altfest & Co reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
  • L.J. Altfest & Co sold 2,167 Blackstone shares in Q1 2026, an estimated $334K.
  • L.J. Altfest & Co first reported a position in Blackstone in Q1 2023 and held it in 12 quarters.
  • L.J. Altfest & Co's Blackstone position peaked at $375K in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on L.J. Altfest & Co's 13F filing for Q1 2026, filed 28 Apr 2026.