Lodestone Wealth Management
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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
Q3 		$1.61M Buy
14,369
+455
+3% +$59.5K 0.54% 53
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Cryder Capital Partners
Cryder Capital Partners London, United Kingdom $1.57B AUM 4.27% 1-Year Est. Return

Lodestone Wealth Management's BX Position: Q3 2026 in Review

Lodestone Wealth Management increased its Blackstone (BX) stake by 3.3% in Q3 2026, buying an estimated $59.5K and bringing the position to 14,369 shares worth $1.61M. The position accounts for 0.54% of the portfolio, ranked #53.

Lodestone Wealth Management first reported a position in BX in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.26M in Q3 2025. 1,335 funds tracked by Wall St. Rank hold BX as of Q3 2026.

  • Lodestone Wealth Management held 14,369 shares of Blackstone worth $1.61M as of Q3 2026.
  • Lodestone Wealth Management bought 455 Blackstone shares in Q3 2026, an estimated $59.5K.
  • Blackstone made up 0.54% of Lodestone Wealth Management's portfolio in Q3 2026, its #53 holding.
  • Lodestone Wealth Management first reported a position in Blackstone in Q4 2022 and has held it in 16 quarters since.
  • Lodestone Wealth Management's Blackstone position peaked at $2.26M in Q3 2025.
  • 1,335 funds tracked by Wall St. Rank held Blackstone as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.