LMR Partners’s Blackstone BX Stock Holding History

LMR 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
2025 Q4	–	Sell	-2,823	Closed	-$429K	–	1537
2025 Q3	$482K	Buy	+2,823	New	+$484K	﹤0.01%	1094
2025 Q2	–	Sell	-7,619	Closed	-$1.05M	–	1398
2025 Q1	$1.06M	Buy	+7,619	New	+$1.24M	0.01%	775
2023 Q3	–	Sell	-229,480	Closed	-$21.3M	–	950
2023 Q2	$21.3M	Sell	229,480 -23,387	-9%	-$2.02M	0.24%	96
2023 Q1	$22.2M	Buy	252,867 +132,867	+111%	+$11.7M	0.34%	75
2022 Q4	$8.9M	Buy	+120,000	New	+$10.4M	0.16%	166
2022 Q3	–	Sell	-105,000	Closed	-$9.58M	–	1220
2022 Q2	$9.58M	Sell	105,000 -100,000	-49%	-$10.8M	0.16%	147
2022 Q1	$26M	Buy	205,000 +40,000	+24%	+$4.88M	0.3%	67
2021 Q4	$21.3M	Buy	+165,000	New	+$22M	0.22%	86
2021 Q2	–	Sell	-392,304	Closed	-$29.2M	–	1136
2021 Q1	$29.2M	Sell	392,304 -37,546	-9%	-$2.59M	0.73%	29
2020 Q4	$27.9M	Sell	429,850 -3,111	-0.7%	-$181K	0.43%	25
2020 Q3	$22.6M	Hold	432,961	–	–	0.46%	28
2020 Q2	$24.5M	Buy	+432,961	New	+$22.8M	0.61%	28
2019 Q4	–	Sell	-392,033	Closed	-$19.1M	–	414
2019 Q3	$19.1M	Buy	+392,033	New	+$19.1M	0.95%	30

Other funds holding BX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LMR Partners's BX Position: Q4 2025 in Review

LMR Partners sold out of Blackstone (BX) in Q4 2025, closing a stake of 2,823 shares — an estimated $429K sold.

LMR Partners first reported a position in BX in Q3 2019 and held it in 13 quarters. The position peaked at $29.2M in Q1 2021. 2,282 funds tracked by Wall St. Rank hold BX as of Q4 2025.

LMR Partners reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
LMR Partners sold 2,823 Blackstone shares in Q4 2025, an estimated $429K.
LMR Partners first reported a position in Blackstone in Q3 2019 and held it in 13 quarters.
LMR Partners's Blackstone position peaked at $29.2M in Q1 2021.
2,282 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on LMR Partners's 13F filing for Q4 2025, filed 17 Feb 2026.