Lederer & Associates Investment Counsel’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$957K Hold
8,135
0.63% 54
2026
Q1
$935K Hold
8,135
0.66% 48
2025
Q4
$1.25M Sell
8,135
-1,270
-14% -$193K 0.84% 38
2025
Q3
$1.61M Sell
9,405
-630
-6% -$108K 1.04% 31
2025
Q2
$1.5M Buy
10,035
+1,819
+22% +$250K 0.99% 35
2025
Q1
$1.15M Buy
+8,216
New +$1.33M 0.84% 42

Other funds holding BX

Lederer & Associates Investment Counsel's BX Position: Q2 2026 in Review

Lederer & Associates Investment Counsel held its Blackstone (BX) position steady in Q2 2026 at 8,135 shares worth $957K. The position accounts for 0.63% of the portfolio, ranked #54.

Lederer & Associates Investment Counsel first reported a position in BX in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.61M in Q3 2025. 860 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Lederer & Associates Investment Counsel held 8,135 shares of Blackstone worth $957K as of Q2 2026.
  • Lederer & Associates Investment Counsel left its Blackstone share count unchanged in Q2 2026.
  • Blackstone made up 0.63% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #54 holding.
  • Lederer & Associates Investment Counsel first reported a position in Blackstone in Q1 2025 and has held it in 6 quarters since.
  • Lederer & Associates Investment Counsel's Blackstone position peaked at $1.61M in Q3 2025.
  • 860 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.