LMKC
BX icon

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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

L.M. Kohn & Company's BX Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Blackstone (BX) stake by 26% in Q3 2025, selling an estimated $565K and leaving 9,630 shares worth $1.65M. The position accounts for 1.98% of the portfolio, ranked #10.

L.M. Kohn & Company first reported a position in BX in Q1 2022 and has held it in 15 quarters since. The position peaked at $2.24M in Q4 2024. 2,216 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • L.M. Kohn & Company held 9,630 shares of Blackstone worth $1.65M as of Q3 2025.
  • L.M. Kohn & Company sold 3,299 Blackstone shares in Q3 2025, an estimated $565K.
  • Blackstone made up 1.98% of L.M. Kohn & Company's portfolio in Q3 2025, its #10 holding.
  • L.M. Kohn & Company first reported a position in Blackstone in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Blackstone position peaked at $2.24M in Q4 2024.
  • 2,216 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.