Lantern Wealth Advisors’s Blackstone BX Stock Holding History

Lantern Wealth Advisors’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	$3.99M	Sell	33,912 -2,455	-7%	-$295K	1.83%	11
2026 Q1	$4.18M	Buy	36,367 +4,002	+12%	+$521K	2.14%	8
2025 Q4	$4.99M	Sell	32,365 -1,875	-5%	-$285K	2.65%	6
2025 Q3	$5.71M	Sell	34,240 -2,566	-7%	-$440K	3.02%	6
2025 Q2	$5.39M	Buy	+36,806	New	+$5.06M	3.21%	4
2024 Q4	$6.19M	Buy	35,873 +24	+0.1%	+$4.18K	4.01%	4
2024 Q3	$5.49M	Sell	35,849 -1,225	-3%	-$170K	3.8%	4
2024 Q2	$4.59M	Sell	37,074 -779	-2%	-$95.9K	3.33%	4
2024 Q1	$4.97M	Buy	37,853 +822	+2%	+$103K	3.49%	4
2023 Q4	$4.85M	Buy	+37,031	New	+$4.01M	3.8%	4

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

Lantern Wealth Advisors's BX Position: Q2 2026 in Review

Lantern Wealth Advisors reduced its Blackstone (BX) stake by 6.8% in Q2 2026, selling an estimated $295K and leaving 33,912 shares worth $3.99M. The position accounts for 1.83% of the portfolio, ranked #11.

Lantern Wealth Advisors first reported a position in BX in Q4 2023 and has held it in 10 quarters since. The position peaked at $6.19M in Q4 2024. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Lantern Wealth Advisors held 33,912 shares of Blackstone worth $3.99M as of Q2 2026.
Lantern Wealth Advisors sold 2,455 Blackstone shares in Q2 2026, an estimated $295K.
Blackstone made up 1.83% of Lantern Wealth Advisors's portfolio in Q2 2026, its #11 holding.
Lantern Wealth Advisors first reported a position in Blackstone in Q4 2023 and has held it in 10 quarters since.
Lantern Wealth Advisors's Blackstone position peaked at $6.19M in Q4 2024.
962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Lantern Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.