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Laidlaw Wealth Management’s Blackstone BX Stock Holding History

Laidlaw Wealth Management’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
Q1 		– Sell
-1,730
Closed -$298K – 67
2024
Q4 		$298K Hold
1,730
– – 0.13% 141
2024
Q3 		$265K Sell
1,730
-10
-0.6% -$1.39K 0.13% 141
2024
Q2 		$215K Sell
1,740
-3,379
-66% -$416K 0.12% 155
2024
Q1 		$672K Sell
5,119
-17,985
-78% -$2.25M 0.38% 79
2023
Q4 		$3.02M Sell
23,104
-140
-0.6% -$15.1K 1.1% 19
2023
Q3 		$2.49M Sell
23,244
-2,027
-8% -$211K 0.82% 28
2023
Q2 		$2.35M Sell
25,271
-456
-2% -$39.4K 0.46% 54
2023
Q1 		$2.26M Sell
25,727
-264
-1% -$23.3K 0.46% 59
2022
Q4 		$1.93M Buy
+25,991
New +$2.24M 0.41% 67
2022
Q3 		– Sell
-28,530
Closed -$2.6M – 329
2022
Q2 		$2.6M Sell
28,530
-1,395
-5% -$151K 0.53% 53
2022
Q1 		$3.8M Buy
29,925
+1,061
+4% +$129K 0.63% 34
2021
Q4 		$3.73M Sell
28,864
-1,236
-4% -$165K 0.6% 40
2021
Q3 		$3.5M Buy
30,100
+844
+3% +$97.9K 0.9% 29
2021
Q2 		$2.84M Buy
29,256
+1,346
+5% +$120K 0.73% 35
2021
Q1 		$2.08M Sell
27,910
-29
-0.1% -$2K 0.71% 39
2020
Q4 		$1.81M Buy
27,939
+3,159
+13% +$184K 0.38% 69
2020
Q3 		$1.29M Buy
24,780
+133
+0.5% +$7.12K 0.57% 57
2020
Q2 		$1.4M Buy
24,647
+4,140
+20% +$218K 0.73% 48
2020
Q1 		$934K Buy
20,507
+1,655
+9% +$91.5K 0.61% 59
2019
Q4 		$1.05M Buy
+18,852
New +$978K 0.67% 56

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 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 International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Laidlaw Wealth Management's BX Position: Q1 2025 in Review

Laidlaw Wealth Management sold out of Blackstone (BX) in Q1 2025, closing a stake of 1,730 shares — an estimated $298K sold.

Laidlaw Wealth Management first reported a position in BX in Q4 2019 and held it in 20 quarters. The position peaked at $3.8M in Q1 2022. 2,087 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Laidlaw Wealth Management reported no remaining Blackstone position as of Q1 2025 after selling out during the quarter.
  • Laidlaw Wealth Management sold 1,730 Blackstone shares in Q1 2025, an estimated $298K.
  • Laidlaw Wealth Management first reported a position in Blackstone in Q4 2019 and held it in 20 quarters.
  • Laidlaw Wealth Management's Blackstone position peaked at $3.8M in Q1 2022.
  • 2,087 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Laidlaw Wealth Management's 13F filing for Q1 2025, filed 16 May 2025.