Lipe & Dalton’s Blackstone BX Stock Holding History

Lipe & Dalton’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	–	Sell	-1,000	Closed	-$154K	–	93
2025 Q4	$154K	Buy	+1,000	New	+$152K	0.08%	77
2025 Q1	–	Sell	-1,200	Closed	-$207K	–	91
2024 Q4	$207K	Sell	1,200 -200	-14%	-$34.8K	0.11%	76
2024 Q3	$214K	Buy	+1,400	New	+$194K	0.11%	82

Other funds holding BX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Lipe & Dalton's BX Position: Q1 2026 in Review

Lipe & Dalton sold out of Blackstone (BX) in Q1 2026, closing a stake of 1,000 shares — an estimated $154K sold.

Lipe & Dalton first reported a position in BX in Q3 2024 and held it in 3 quarters. The position peaked at $214K in Q3 2024. 2,138 funds tracked by Wall St. Rank hold BX as of Q1 2026.

Lipe & Dalton reported no remaining Blackstone position as of Q1 2026 after selling out during the quarter.
Lipe & Dalton sold 1,000 Blackstone shares in Q1 2026, an estimated $154K.
Lipe & Dalton first reported a position in Blackstone in Q3 2024 and held it in 3 quarters.
Lipe & Dalton's Blackstone position peaked at $214K in Q3 2024.
2,138 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Lipe & Dalton's 13F filing for Q1 2026, filed 30 Apr 2026.