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Limestone Investment Advisors’s Blackstone BX Stock Holding History

Limestone 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 		$773K Sell
6,573
-1,328
-17% -$160K 0.06% 233
2026
Q1 		$909K Buy
+7,901
New +$1.03M 0.07% 157
2025
Q4 		– Sell
-2,150
Closed -$327K – 481
2025
Q3 		$367K Sell
2,150
-2,870
-57% -$492K 0.03% 309
2025
Q2 		$751K Buy
+5,020
New +$690K 0.07% 206

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

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

Limestone Investment Advisors reduced its Blackstone (BX) stake by 17% in Q2 2026, selling an estimated $160K and leaving 6,573 shares worth $773K. The position accounts for 0.06% of the portfolio, ranked #233.

Limestone Investment Advisors first reported a position in BX in Q2 2025 and has held it in 4 quarters since. The position peaked at $909K in Q1 2026. 2,152 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Limestone Investment Advisors held 6,573 shares of Blackstone worth $773K as of Q2 2026.
  • Limestone Investment Advisors sold 1,328 Blackstone shares in Q2 2026, an estimated $160K.
  • Blackstone made up 0.06% of Limestone Investment Advisors's portfolio in Q2 2026, its #233 holding.
  • Limestone Investment Advisors first reported a position in Blackstone in Q2 2025 and has held it in 4 quarters since.
  • Limestone Investment Advisors's Blackstone position peaked at $909K in Q1 2026.
  • 2,152 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Limestone Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.