Lee, Danner & Bass’s Blackstone BX Stock Holding History

Lee, Danner & Bass’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	-1,638	Closed	-$252K	–	247
2025 Q4	$252K	Hold	1,638	–	–	0.02%	216
2025 Q3	$280K	Hold	1,638	–	–	0.02%	207
2025 Q2	$245K	Hold	1,638	–	–	0.02%	204
2025 Q1	$229K	Hold	1,638	–	–	0.02%	209
2024 Q4	$282K	Hold	1,638	–	–	0.02%	203
2024 Q3	$251K	Buy	+1,638	New	+$227K	0.02%	201
2023 Q4	$208K	Buy	+1,588	New	+$172K	0.02%	200
2022 Q2	–	Sell	-1,600	Closed	-$203K	–	196
2022 Q1	$203K	Hold	1,600	–	–	0.02%	197
2021 Q4	$207K	Buy	+1,600	New	+$213K	0.02%	193

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

Lee, Danner & Bass's BX Position: Q1 2026 in Review

Lee, Danner & Bass sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,638 shares — an estimated $252K sold.

Lee, Danner & Bass first reported a position in BX in Q4 2021 and held it in 9 quarters. The position peaked at $282K in Q4 2024. 2,126 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Lee, Danner & Bass reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Lee, Danner & Bass sold 1,638 Blackstone shares in Q1 2026, an estimated $252K.
Lee, Danner & Bass first reported a position in Blackstone in Q4 2021 and held it in 9 quarters.
Lee, Danner & Bass's Blackstone position peaked at $282K in Q4 2024.
2,126 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Lee, Danner & Bass's 13F filing for Q1 2026, filed 28 Apr 2026.