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Lake Street Private Wealth’s Blackstone BX Stock Holding History

Lake Street Private Wealth’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 		$5.42M Buy
47,124
+3,122
+7% +$406K 0.69% 45
2025
Q4 		$6.78M Buy
44,002
+1,911
+5% +$290K 0.83% 31
2025
Q3 		$7.19M Buy
42,091
+314
+0.8% +$53.8K 0.93% 30
2025
Q2 		$6.25M Buy
41,777
+597
+1% +$82K 0.89% 36
2025
Q1 		$5.76M Buy
41,180
+1,467
+4% +$238K 0.94% 26
2024
Q4 		$6.85M Sell
39,713
-20
-0.1% -$3.48K 1.09% 22
2024
Q3 		$6.08M Buy
39,733
+1,149
+3% +$159K 0.98% 24
2024
Q2 		$4.78M Buy
38,584
+601
+2% +$74K 0.62% 38
2024
Q1 		$4.99M Buy
37,983
+2,080
+6% +$260K 0.69% 32
2023
Q4 		$4.7M Sell
35,903
-565
-2% -$61.1K 0.74% 29
2023
Q3 		$3.95M Buy
36,468
+1,055
+3% +$110K 0.71% 35
2023
Q2 		$3.29M Sell
35,413
-4,873
-12% -$421K 0.58% 47
2023
Q1 		$3.54M Sell
40,286
-1,253
-3% -$111K 0.66% 41
2022
Q4 		$3.08M Sell
41,539
-677
-2% -$58.5K 0.64% 44
2022
Q3 		$3.53M Buy
42,216
+6,399
+18% +$620K 0.81% 28
2022
Q2 		$3.27M Buy
35,817
+6,550
+22% +$707K 0.69% 40
2022
Q1 		$3.71M Buy
29,267
+1,312
+5% +$160K 0.67% 35
2021
Q4 		$3.62M Buy
27,955
+1,646
+6% +$219K 0.63% 38
2021
Q3 		$3.06M Buy
26,309
+1,516
+6% +$176K 0.74% 41
2021
Q2 		$2.41M Buy
24,793
+478
+2% +$42.5K 0.61% 46
2021
Q1 		$1.81M Buy
24,315
+4,218
+21% +$291K 0.5% 59
2020
Q4 		$1.3M Buy
20,097
+2,534
+14% +$148K 0.38% 73
2020
Q3 		$917K Buy
17,563
+2,360
+16% +$126K 0.31% 76
2020
Q2 		$861K Sell
15,203
-18,096
-54% -$952K 0.32% 79
2020
Q1 		$1.52M Buy
33,299
+1,757
+6% +$97.2K 0.69% 52
2019
Q4 		$1.76M Buy
31,542
+2,526
+9% +$131K 0.68% 59
2019
Q3 		$1.42M Buy
+29,016
New +$1.42M 0.64% 57

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

Lake Street Private Wealth's BX Position: Q1 2026 in Review

Lake Street Private Wealth increased its Blackstone (BX) stake by 7.1% in Q1 2026, buying an estimated $406K and bringing the position to 47,124 shares worth $5.42M. The position accounts for 0.69% of the portfolio, ranked #45.

Lake Street Private Wealth first reported a position in BX in Q3 2019 and has held it in 27 quarters since. The position peaked at $7.19M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Lake Street Private Wealth held 47,124 shares of Blackstone worth $5.42M as of Q1 2026.
  • Lake Street Private Wealth bought 3,122 Blackstone shares in Q1 2026, an estimated $406K.
  • Blackstone made up 0.69% of Lake Street Private Wealth's portfolio in Q1 2026, its #45 holding.
  • Lake Street Private Wealth first reported a position in Blackstone in Q3 2019 and has held it in 27 quarters since.
  • Lake Street Private Wealth's Blackstone position peaked at $7.19M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Lake Street Private Wealth's 13F filing for Q1 2026, filed 13 Apr 2026.