Lebenthal Global Advisors’s Blackstone BX Stock Holding History

Lebenthal Global 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	$1.16M	Buy	10,057 +669	+7%	+$87K	0.17%	93
2025 Q4	$1.45M	Buy	9,388 +630	+7%	+$95.7K	0.22%	73
2025 Q3	$1.5M	Buy	8,758 +597	+7%	+$102K	0.26%	66
2025 Q2	$1.22M	Buy	8,161 +1,089	+15%	+$150K	0.23%	71
2025 Q1	$989K	Buy	7,072 +477	+7%	+$77.4K	0.19%	75
2024 Q4	$1.14M	Buy	6,595 +650	+11%	+$113K	0.21%	74
2024 Q3	$910K	Buy	5,945 +722	+14%	+$100K	0.18%	83
2024 Q2	$647K	Buy	5,223 +662	+15%	+$81.5K	0.14%	92
2024 Q1	$599K	Buy	4,561 +54	+1%	+$6.74K	0.13%	98
2023 Q4	$590K	Buy	+4,507	New	+$488K	0.14%	99
2021 Q1	–	Sell	-500	Closed	-$32K	–	187
2020 Q4	$32K	Buy	+500	New	+$29.1K	0.02%	322

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

Lebenthal Global Advisors's BX Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Blackstone (BX) stake by 7.1% in Q1 2026, buying an estimated $87K and bringing the position to 10,057 shares worth $1.16M. The position accounts for 0.17% of the portfolio, ranked #93.

Lebenthal Global Advisors first reported a position in BX in Q4 2020 and has held it in 11 quarters since. The position peaked at $1.5M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Lebenthal Global Advisors held 10,057 shares of Blackstone worth $1.16M as of Q1 2026.
Lebenthal Global Advisors bought 669 Blackstone shares in Q1 2026, an estimated $87K.
Blackstone made up 0.17% of Lebenthal Global Advisors's portfolio in Q1 2026, its #93 holding.
Lebenthal Global Advisors first reported a position in Blackstone in Q4 2020 and has held it in 11 quarters since.
Lebenthal Global Advisors's Blackstone position peaked at $1.5M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.