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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
Q1 		$2.3M Buy
20,000
+13,700
+217% +$1.78M 0.18% 85
2025
Q4 		$971K Sell
6,300
-10,500
-63% -$1.6M 0.09% 148
2025
Q3 		$2.87M Sell
16,800
-18,200
-52% -$3.12M 0.23% 72
2025
Q2 		$5.24M Buy
+35,000
New +$4.81M 0.46% 45

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Limestone Investment Advisors's BX Position: Q1 2026 in Review

Limestone Investment Advisors opened a new position in Blackstone (BX) in Q1 2026: 7,901 shares worth $909K. The stake represents 0.07% of the portfolio and ranks #157 among its holdings. This is a return to the name: Limestone Investment Advisors previously reported a position in BX as recently as Q3 2025.

Limestone Investment Advisors first reported a position in BX in Q2 2025 and has held it in 3 quarters since. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Limestone Investment Advisors held 7,901 shares of Blackstone worth $909K as of Q1 2026.
  • Blackstone was a new Limestone Investment Advisors position in Q1 2026.
  • Blackstone made up 0.07% of Limestone Investment Advisors's portfolio in Q1 2026, its #157 holding.
  • Limestone Investment Advisors first reported a position in Blackstone in Q2 2025 and has held it in 3 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Limestone Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.