LBMC Investment Advisors’s Blackstone BX Stock Holding History

LBMC Investment 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	$1.08M	Buy	9,381 +116	+1%	+$15.1K	0.07%	104
2025 Q4	$1.43M	Sell	9,265 -228	-2%	-$34.6K	0.09%	86
2025 Q3	$1.62M	Sell	9,493 -168	-2%	-$28.8K	0.1%	77
2025 Q2	$1.45M	Buy	9,661 +2	+0%	+$275	0.1%	78
2025 Q1	$1.35M	Buy	9,659 +2	+0%	+$325	0.11%	73
2024 Q4	$1.66M	Buy	9,657 +2	+0%	+$348	0.13%	61
2024 Q3	$1.48M	Buy	9,655 +2	+0%	+$277	0.12%	64
2024 Q2	$1.2M	Buy	9,653 +2	+0%	+$246	0.1%	67
2024 Q1	$1.27M	Buy	9,651 +1,002	+12%	+$125K	0.11%	63
2023 Q4	$1.13M	Buy	8,649 +2	+0%	+$216	0.11%	53
2023 Q3	$893K	Buy	8,647 +2	+0%	+$208	0.1%	63
2023 Q2	$804K	Buy	8,645 +3	+0%	+$259	0.08%	71
2023 Q1	$759K	Buy	8,642 +2	+0%	+$177	0.08%	71
2022 Q4	$641K	Buy	8,640 +3	+0%	+$259	0.07%	76
2022 Q3	$723K	Buy	8,637 +376	+5%	+$36.4K	0.08%	62
2022 Q2	$754K	Buy	8,261 +3	+0%	+$324	0.08%	59
2022 Q1	$1.05M	Buy	8,258 +3	+0%	+$366	0.09%	59
2021 Q4	$1.07M	Buy	8,255 +3	+0%	+$400	0.09%	60
2021 Q3	$960	Hold	8,252	–	–	0.09%	63
2021 Q2	$802K	Buy	+8,252	New	+$733K	0.08%	71

Other funds holding BX

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

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

Bank of America

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