LWM
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Lodestone Wealth Management’s Blackstone BX Stock Holding History

Lodestone Wealth Management’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 		$1.64M Buy
13,914
+15
+0.1% +$1.8K 0.58% 50
2026
Q1 		$1.6M Buy
13,899
+371
+3% +$48.3K 0.63% 50
2025
Q4 		$2.09M Buy
13,528
+276
+2% +$41.9K 0.85% 37
2025
Q3 		$2.26M Buy
13,252
+131
+1% +$22.4K 1.02% 34
2025
Q2 		$1.96M Buy
13,121
+271
+2% +$37.2K 0.96% 35
2025
Q1 		$1.8M Sell
12,850
-39
-0.3% -$6.33K 0.96% 41
2024
Q4 		$2.22M Buy
12,889
+31
+0.2% +$5.4K 1.11% 30
2024
Q3 		$1.97M Sell
12,858
-678
-5% -$94.1K 0.99% 34
2024
Q2 		$1.68M Buy
13,536
+21
+0.2% +$2.58K 0.88% 44
2024
Q1 		$1.78M Sell
13,515
-153
-1% -$19.1K 0.93% 41
2023
Q4 		$1.79M Sell
13,668
-451
-3% -$48.8K 1.04% 37
2023
Q3 		$1.51M Sell
14,119
-63
-0.4% -$6.56K 1.06% 35
2023
Q2 		$1.32M Buy
14,182
+71
+0.5% +$6.13K 0.9% 37
2023
Q1 		$1.24M Buy
14,111
+37
+0.3% +$3.27K 0.96% 37
2022
Q4 		$1.04M Buy
+14,074
New +$1.22M 0.84% 43

Other funds holding BX

Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
JLBC
J.L. Bainbridge & Co Sarasota, Florida $1.27B AUM 26.55% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
AIP
ARS Investment Partners New York $2.29B AUM 113.95% 1-Year Est. Return
WPEP
Walnut Private Equity Partners Omaha, Nebraska $185M AUM 6.42% 1-Year Est. Return

Lodestone Wealth Management's BX Position: Q2 2026 in Review

Lodestone Wealth Management increased its Blackstone (BX) stake by 0.11% in Q2 2026, buying an estimated $1.8K and bringing the position to 13,914 shares worth $1.64M. The position accounts for 0.58% of the portfolio, ranked #50.

Lodestone Wealth Management first reported a position in BX in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.26M in Q3 2025. 802 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • Lodestone Wealth Management held 13,914 shares of Blackstone worth $1.64M as of Q2 2026.
  • Lodestone Wealth Management bought 15 Blackstone shares in Q2 2026, an estimated $1.8K.
  • Blackstone made up 0.58% of Lodestone Wealth Management's portfolio in Q2 2026, its #50 holding.
  • Lodestone Wealth Management first reported a position in Blackstone in Q4 2022 and has held it in 15 quarters since.
  • Lodestone Wealth Management's Blackstone position peaked at $2.26M in Q3 2025.
  • 802 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.