LBJ Family Wealth Advisors’s Blackstone BX Stock Holding History

LBJ Family 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 Q1	–	Sell	-1,660	Closed	-$256K	–	29
2025 Q4	$256K	Sell	1,660 -300	-15%	-$45.6K	0.14%	29
2025 Q3	$335K	Buy	1,960 +2	+0.1%	+$343	0.18%	25
2025 Q2	$293K	Buy	1,958 +2	+0.1%	+$275	0.17%	25
2025 Q1	$273K	Sell	1,956 -817	-29%	-$133K	0.17%	24
2024 Q4	$478K	Sell	2,773 -225	-8%	-$39.2K	0.29%	23
2024 Q3	$459K	Buy	2,998 +2	+0.1%	+$277	0.27%	23
2024 Q2	$371K	Buy	+2,996	New	+$369K	0.23%	24

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

LBJ Family Wealth Advisors's BX Position: Q1 2026 in Review

LBJ Family Wealth Advisors sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,660 shares — an estimated $256K sold.

LBJ Family Wealth Advisors first reported a position in BX in Q2 2024 and held it in 7 quarters. The position peaked at $478K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

LBJ Family Wealth Advisors reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
LBJ Family Wealth Advisors sold 1,660 Blackstone shares in Q1 2026, an estimated $256K.
LBJ Family Wealth Advisors first reported a position in Blackstone in Q2 2024 and held it in 7 quarters.
LBJ Family Wealth Advisors's Blackstone position peaked at $478K in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on LBJ Family Wealth Advisors's 13F filing for Q1 2026, filed 2 Apr 2026.