Lloyd Advisory Services’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$14.8K Buy
126
+32
+34% +$3.85K 0.01% 346
2026
Q1
$10.8K Sell
94
-9
-9% -$1.17K ﹤0.01% 467
2025
Q4
$15.8K Buy
+103
New +$15.7K 0.01% 360
2023
Q4
Sell
-2,406
Closed -$258K 172
2023
Q3
$258K Buy
+2,406
New +$251K 0.08% 200

Other funds holding BX

Lloyd Advisory Services's BX Position: Q2 2026 in Review

Lloyd Advisory Services increased its Blackstone (BX) stake by 34% in Q2 2026, buying an estimated $3.85K and bringing the position to 126 shares worth $14.8K. The position accounts for 0.01% of the portfolio, ranked #346.

Lloyd Advisory Services first reported a position in BX in Q3 2023 and has held it in 4 quarters since. The position peaked at $258K in Q3 2023. 2,144 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Lloyd Advisory Services held 126 shares of Blackstone worth $14.8K as of Q2 2026.
  • Lloyd Advisory Services bought 32 Blackstone shares in Q2 2026, an estimated $3.85K.
  • Blackstone made up 0.01% of Lloyd Advisory Services's portfolio in Q2 2026, its #346 holding.
  • Lloyd Advisory Services first reported a position in Blackstone in Q3 2023 and has held it in 4 quarters since.
  • Lloyd Advisory Services's Blackstone position peaked at $258K in Q3 2023.
  • 2,144 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Lloyd Advisory Services's 13F filing for Q2 2026, filed 7 Aug 2026.