LM Advisors
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LM Advisors’s Blackstone BX Stock Holding History

LM 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
Q2 		$1.82M Sell
15,549
-3,850
-20% -$463K 0.21% 76
2026
Q1 		$2.23M Buy
19,399
+13,192
+213% +$1.72M 0.31% 57
2025
Q4 		$957K Sell
6,207
-943
-13% -$143K 0.13% 95
2025
Q3 		$1.22M Sell
7,150
-749
-9% -$128K 0.18% 82
2025
Q2 		$1.18M Buy
7,899
+1,784
+29% +$245K 0.15% 73
2025
Q1 		$855K Buy
6,115
+1,252
+26% +$203K 0.15% 105
2024
Q4 		$838K Sell
4,863
-300
-6% -$52.3K 0.15% 97
2024
Q3 		$791K Sell
5,163
-999
-16% -$139K 0.16% 89
2024
Q2 		$763K Sell
6,162
-1,309
-18% -$161K 0.13% 105
2024
Q1 		$1.36M Buy
7,471
+1,342
+22% +$168K 0.22% 81
2023
Q4 		$802K Buy
+6,129
New +$663K 0.16% 89

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 $3.38T AUM 44.17% 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

LM Advisors's BX Position: Q2 2026 in Review

LM Advisors reduced its Blackstone (BX) stake by 20% in Q2 2026, selling an estimated $463K and leaving 15,549 shares worth $1.82M. The position accounts for 0.21% of the portfolio, ranked #76.

LM Advisors first reported a position in BX in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.23M in Q1 2026. 2,168 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • LM Advisors held 15,549 shares of Blackstone worth $1.82M as of Q2 2026.
  • LM Advisors sold 3,850 Blackstone shares in Q2 2026, an estimated $463K.
  • Blackstone made up 0.21% of LM Advisors's portfolio in Q2 2026, its #76 holding.
  • LM Advisors first reported a position in Blackstone in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Blackstone position peaked at $2.23M in Q1 2026.
  • 2,168 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.