Lewis Asset Management’s Blackstone BX Stock Holding History

Lewis Asset Management’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	$781K	Sell	6,641 -224	-3%	-$26.9K	0.27%	84
2026 Q1	$789K	Buy	6,865 +592	+9%	+$77K	0.32%	77
2025 Q4	$967K	Buy	6,273 +128	+2%	+$19.5K	0.39%	64
2025 Q3	$1.05M	Buy	6,145 +178	+3%	+$30.5K	0.43%	57
2025 Q2	$893K	Buy	5,967 +829	+16%	+$114K	0.42%	62
2025 Q1	$718K	Buy	5,138 +146	+3%	+$23.7K	0.59%	45
2024 Q4	$861K	Buy	4,992 +403	+9%	+$70.2K	0.66%	37
2024 Q3	$703K	Buy	4,589 +55	+1%	+$7.63K	0.51%	50
2024 Q2	$561K	Sell	4,534 -1,974	-30%	-$243K	0.43%	55
2024 Q1	$855K	Sell	6,508 -652	-9%	-$81.4K	0.7%	34
2023 Q4	$937K	Buy	+7,160	New	+$775K	0.86%	28

Other funds holding BX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CAM

Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

JLBC

J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return

Lewis Asset Management's BX Position: Q2 2026 in Review

Lewis Asset Management reduced its Blackstone (BX) stake by 3.3% in Q2 2026, selling an estimated $26.9K and leaving 6,641 shares worth $781K. The position accounts for 0.27% of the portfolio, ranked #84.

Lewis Asset Management first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.05M in Q3 2025. 920 funds tracked by Wall St. Rank hold BX as of Q2 2026.

Lewis Asset Management held 6,641 shares of Blackstone worth $781K as of Q2 2026.
Lewis Asset Management sold 224 Blackstone shares in Q2 2026, an estimated $26.9K.
Blackstone made up 0.27% of Lewis Asset Management's portfolio in Q2 2026, its #84 holding.
Lewis Asset Management first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
Lewis Asset Management's Blackstone position peaked at $1.05M in Q3 2025.
920 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Lewis Asset Management's 13F filing for Q2 2026, filed 21 Jul 2026.