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 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

Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

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

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

CTB

Country Trust Bank Bloomington, Illinois $5.71B AUM 25.48% 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. 795 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.
795 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.