LWM
BX icon

Lakeridge Wealth Management’s Blackstone BX Stock Holding History

Lakeridge 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
Q3 		– Sell
-1,479
Closed -$221K – 155
2025
Q2 		$221K Buy
1,479
+23
+2% +$3.16K 0.1% 140
2025
Q1 		$204K Sell
1,456
-93
-6% -$15.1K 0.1% 148
2024
Q4 		$267K Buy
1,549
+6
+0.4% +$1.04K 0.14% 125
2024
Q3 		$236K Buy
+1,543
New +$214K 0.13% 134

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
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
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

Lakeridge Wealth Management's BX Position: Q3 2025 in Review

Lakeridge Wealth Management sold out of Blackstone (BX) in Q3 2025, closing a stake of 1,479 shares — an estimated $221K sold.

Lakeridge Wealth Management first reported a position in BX in Q3 2024 and held it in 4 quarters. The position peaked at $267K in Q4 2024. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Lakeridge Wealth Management reported no remaining Blackstone position as of Q3 2025 after selling out during the quarter.
  • Lakeridge Wealth Management sold 1,479 Blackstone shares in Q3 2025, an estimated $221K.
  • Lakeridge Wealth Management first reported a position in Blackstone in Q3 2024 and held it in 4 quarters.
  • Lakeridge Wealth Management's Blackstone position peaked at $267K in Q4 2024.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Lakeridge Wealth Management's 13F filing for Q3 2025, filed 17 Oct 2025.