LWM
BX icon

Lionshead Wealth Management’s Blackstone BX Stock Holding History

Lionshead Wealth 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 		$304K Buy
2,585
+129
+5% +$15.5K 0.2% 82
2026
Q1 		$282K Buy
2,456
+33
+1% +$4.29K 0.21% 80
2025
Q4 		$373K Sell
2,423
-2
-0.1% -$304 0.28% 73
2025
Q3 		$414K Buy
2,425
+5
+0.2% +$857 0.33% 65
2025
Q2 		$362K Sell
2,420
-577
-19% -$79.3K 0.33% 68
2025
Q1 		$419K Sell
2,997
-2,349
-44% -$381K 0.44% 57
2024
Q4 		$922K Buy
+5,346
New +$931K 0.67% 36

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

Lionshead Wealth Management's BX Position: Q2 2026 in Review

Lionshead Wealth Management increased its Blackstone (BX) stake by 5.3% in Q2 2026, buying an estimated $15.5K and bringing the position to 2,585 shares worth $304K. The position accounts for 0.2% of the portfolio, ranked #82.

Lionshead Wealth Management first reported a position in BX in Q4 2024 and has held it in 7 quarters since. The position peaked at $922K in Q4 2024. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Lionshead Wealth Management held 2,585 shares of Blackstone worth $304K as of Q2 2026.
  • Lionshead Wealth Management bought 129 Blackstone shares in Q2 2026, an estimated $15.5K.
  • Blackstone made up 0.2% of Lionshead Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Lionshead Wealth Management first reported a position in Blackstone in Q4 2024 and has held it in 7 quarters since.
  • Lionshead Wealth Management's Blackstone position peaked at $922K in Q4 2024.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.