Lakeshore Capital Group’s Blackstone BX Stock Holding History

Lakeshore Capital Group’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	$568K	Buy	4,940 +120	+2%	+$15.6K	0.46%	60
2025 Q4	$743K	Buy	4,820 +102	+2%	+$15.5K	0.59%	52
2025 Q3	$806K	Buy	4,718 +84	+2%	+$14.4K	0.65%	44
2025 Q2	$693K	Sell	4,634 -32	-0.7%	-$4.4K	0.61%	51
2025 Q1	$652K	Buy	4,666 +45	+1%	+$7.3K	0.63%	49
2024 Q4	$797K	Buy	+4,621	New	+$805K	1.2%	29

Other funds holding BX

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Lakeshore Capital Group's BX Position: Q1 2026 in Review

Lakeshore Capital Group increased its Blackstone (BX) stake by 2.5% in Q1 2026, buying an estimated $15.6K and bringing the position to 4,940 shares worth $568K. The position accounts for 0.46% of the portfolio, ranked #60.

Lakeshore Capital Group first reported a position in BX in Q4 2024 and has held it in 6 quarters since. The position peaked at $806K in Q3 2025. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Lakeshore Capital Group held 4,940 shares of Blackstone worth $568K as of Q1 2026.
Lakeshore Capital Group bought 120 Blackstone shares in Q1 2026, an estimated $15.6K.
Blackstone made up 0.46% of Lakeshore Capital Group's portfolio in Q1 2026, its #60 holding.
Lakeshore Capital Group first reported a position in Blackstone in Q4 2024 and has held it in 6 quarters since.
Lakeshore Capital Group's Blackstone position peaked at $806K in Q3 2025.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Lakeshore Capital Group's 13F filing for Q1 2026, filed 22 Apr 2026.