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LMG Wealth Partners’s Blackstone BX Stock Holding History

LMG Wealth Partners’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 		$1.39M Buy
11,854
+692
+6% +$83.1K 0.22% 96
2026
Q1 		$1.28M Buy
11,162
+946
+9% +$123K 0.23% 89
2025
Q4 		$1.57M Sell
10,216
-184
-2% -$28K 0.29% 83
2025
Q3 		$1.78M Buy
10,400
+95
+0.9% +$16.3K 0.33% 79
2025
Q2 		$1.54M Buy
10,305
+857
+9% +$118K 0.32% 80
2025
Q1 		$1.32M Sell
9,448
-40
-0.4% -$6.49K 0.29% 79
2024
Q4 		$1.64M Buy
9,488
+98
+1% +$17.1K 0.36% 74
2024
Q3 		$1.44M Buy
9,390
+479
+5% +$66.5K 0.33% 76
2024
Q2 		$1.1M Buy
8,911
+506
+6% +$62.3K 0.28% 77
2024
Q1 		$1.1M Buy
8,405
+280
+3% +$35K 0.28% 81
2023
Q4 		$1.06M Buy
8,125
+1,030
+15% +$111K 0.3% 65
2023
Q3 		$760K Buy
7,095
+1,204
+20% +$125K 0.23% 70
2023
Q2 		$548K Buy
5,891
+677
+13% +$58.5K 0.17% 73
2023
Q1 		$458K Buy
+5,214
New +$461K 0.15% 77

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
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
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
VPM
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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LMG Wealth Partners's BX Position: Q2 2026 in Review

LMG Wealth Partners increased its Blackstone (BX) stake by 6.2% in Q2 2026, buying an estimated $83.1K and bringing the position to 11,854 shares worth $1.39M. The position accounts for 0.22% of the portfolio, ranked #96.

LMG Wealth Partners first reported a position in BX in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.78M in Q3 2025. 1,853 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • LMG Wealth Partners held 11,854 shares of Blackstone worth $1.39M as of Q2 2026.
  • LMG Wealth Partners bought 692 Blackstone shares in Q2 2026, an estimated $83.1K.
  • Blackstone made up 0.22% of LMG Wealth Partners's portfolio in Q2 2026, its #96 holding.
  • LMG Wealth Partners first reported a position in Blackstone in Q1 2023 and has held it in 14 quarters since.
  • LMG Wealth Partners's Blackstone position peaked at $1.78M in Q3 2025.
  • 1,853 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.