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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
Q2 		$586K Buy
4,984
+44
+0.9% +$5.29K 0.43% 58
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lakeshore Capital Group's BX Position: Q2 2026 in Review

Lakeshore Capital Group increased its Blackstone (BX) stake by 0.89% in Q2 2026, buying an estimated $5.29K and bringing the position to 4,984 shares worth $586K. The position accounts for 0.43% of the portfolio, ranked #58.

Lakeshore Capital Group first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $806K in Q3 2025. 2,164 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Lakeshore Capital Group held 4,984 shares of Blackstone worth $586K as of Q2 2026.
  • Lakeshore Capital Group bought 44 Blackstone shares in Q2 2026, an estimated $5.29K.
  • Blackstone made up 0.43% of Lakeshore Capital Group's portfolio in Q2 2026, its #58 holding.
  • Lakeshore Capital Group first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Lakeshore Capital Group's Blackstone position peaked at $806K in Q3 2025.
  • 2,164 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Lakeshore Capital Group's 13F filing for Q2 2026, filed 31 Jul 2026.