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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
Q2 		$1.12M Buy
9,487
+106
+1% +$12.7K 0.06% 107
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 		$960K Hold
8,252
– – 0.09% 63
2021
Q2 		$802K Buy
+8,252
New +$733K 0.08% 71

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 $3.37T AUM 44.26% 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

LBMC Investment Advisors's BX Position: Q2 2026 in Review

LBMC Investment Advisors increased its Blackstone (BX) stake by 1.1% in Q2 2026, buying an estimated $12.7K and bringing the position to 9,487 shares worth $1.12M. The position accounts for 0.06% of the portfolio, ranked #107.

LBMC Investment Advisors first reported a position in BX in Q2 2021 and has held it in 21 quarters since. The position peaked at $1.66M in Q4 2024. 2,158 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • LBMC Investment Advisors held 9,487 shares of Blackstone worth $1.12M as of Q2 2026.
  • LBMC Investment Advisors bought 106 Blackstone shares in Q2 2026, an estimated $12.7K.
  • Blackstone made up 0.06% of LBMC Investment Advisors's portfolio in Q2 2026, its #107 holding.
  • LBMC Investment Advisors first reported a position in Blackstone in Q2 2021 and has held it in 21 quarters since.
  • LBMC Investment Advisors's Blackstone position peaked at $1.66M in Q4 2024.
  • 2,158 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on LBMC Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.