L.M. Kohn & Company’s Blackstone BX Stock Holding History

L.M. Kohn & Company’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
2025 Q3	$1.65M	Sell	9,630 -3,299	-26%	-$565K	1.98%	10
2025 Q2	$1.93M	Buy	12,929 +9	+0.1%	+$1.24K	0.52%	33
2025 Q1	$1.81M	Sell	12,920 -100	-0.8%	-$16.2K	0.47%	39
2024 Q4	$2.24M	Sell	13,020 -260	-2%	-$45.3K	0.58%	32
2024 Q3	$2.03M	Buy	13,280 +151	+1%	+$20.9K	0.52%	36
2024 Q2	$1.63M	Buy	13,129 +145	+1%	+$17.8K	0.44%	40
2024 Q1	$1.71M	Buy	12,984 +80	+0.6%	+$9.99K	0.48%	41
2023 Q4	$1.69M	Buy	12,904 +1,735	+16%	+$188K	0.54%	36
2023 Q3	$1.2M	Sell	11,169 -49	-0.4%	-$5.1K	0.44%	49
2023 Q2	$1.04M	Buy	11,218 +6,209	+124%	+$536K	0.39%	56
2023 Q1	$440K	Buy	5,009 +651	+15%	+$57.5K	0.18%	129
2022 Q4	$323K	Buy	4,358 +156	+4%	+$13.5K	0.15%	147
2022 Q3	$352K	Sell	4,202 -1	-0%	-$97	0.17%	142
2022 Q2	$384K	Hold	4,203	–	–	0.18%	143
2022 Q1	$534K	Buy	+4,203	New	+$513K	0.21%	121

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Janus Henderson Group

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return