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Lindbrook Capital’s Blackstone BX Stock Holding History

Lindbrook Capital’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
2025
Q1 		$750K Sell
5,363
-5,957
-53% -$967K 0.07% 165
2024
Q4 		$1.95M Buy
11,320
+5,577
+97% +$972K 0.18% 78
2024
Q3 		$879K Buy
5,743
+65
+1% +$9.02K 0.08% 155
2024
Q2 		$703K Buy
5,678
+1,212
+27% +$149K 0.07% 163
2024
Q1 		$587K Buy
4,466
+210
+5% +$26.2K 0.05% 189
2023
Q4 		$557K Buy
4,256
+534
+14% +$57.8K 0.06% 184
2023
Q3 		$399K Sell
3,722
-1,958
-34% -$204K 0.04% 210
2023
Q2 		$528K Buy
5,680
+2,946
+108% +$254K 0.06% 175
2023
Q1 		$240K Sell
2,734
-308
-10% -$27.2K 0.03% 273
2022
Q4 		$226K Buy
3,042
+75
+3% +$6.48K 0.03% 303
2022
Q3 		$248K Buy
2,967
+55
+2% +$5.33K 0.04% 233
2022
Q2 		$266K Buy
2,912
+433
+17% +$46.8K 0.04% 229
2022
Q1 		$315K Buy
2,479
+4
+0.2% +$488 0.05% 217
2021
Q4 		$320K Buy
+2,475
New +$330K 0.05% 214
2021
Q3 		– Sell
-4,040
Closed -$392K – 1868
2021
Q2 		$392K Buy
4,040
+40
+1% +$3.55K 0.09% 97
2021
Q1 		$298K Hold
4,000
– – 0.07% 120
2020
Q4 		$259K Hold
4,000
– – 0.06% 119
2020
Q3 		$209K Hold
4,000
– – 0.06% 122
2020
Q2 		$227K Hold
4,000
– – 0.07% 106
2020
Q1 		$189K Hold
4,000
– – 0.07% 104
2019
Q4 		$224K Hold
4,000
– – 0.08% 128
2019
Q3 		$201K Sell
4,000
-562
-12% -$27.4K 0.08% 133
2019
Q2 		$202K Buy
4,562
+2,562
+128% +$102K 0.08% 131
2019
Q1 		$69K Sell
2,000
-2,000
-50% -$66.7K 0.03% 307
2018
Q4 		$119K Buy
+4,000
New +$132K 0.06% 170

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

Lindbrook Capital's BX Position: Q1 2025 in Review

Lindbrook Capital reduced its Blackstone (BX) stake by 53% in Q1 2025, selling an estimated $967K and leaving 5,363 shares worth $750K. The position accounts for 0.07% of the portfolio, ranked #165.

Lindbrook Capital first reported a position in BX in Q4 2018 and has held it in 25 quarters since. The position peaked at $1.95M in Q4 2024. 2,090 funds tracked by Wall St. Rank hold BX as of Q1 2025.

  • Lindbrook Capital held 5,363 shares of Blackstone worth $750K as of Q1 2025.
  • Lindbrook Capital sold 5,957 Blackstone shares in Q1 2025, an estimated $967K.
  • Blackstone made up 0.07% of Lindbrook Capital's portfolio in Q1 2025, its #165 holding.
  • Lindbrook Capital first reported a position in Blackstone in Q4 2018 and has held it in 25 quarters since.
  • Lindbrook Capital's Blackstone position peaked at $1.95M in Q4 2024.
  • 2,090 funds tracked by Wall St. Rank held Blackstone as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.