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Lokken Investment Group’s Blackstone BX Stock Holding History

Lokken Investment Group’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
Q3 		$942K Buy
5,516
+2
+0% +$343 0.32% 71
2025
Q2 		$825K Sell
5,514
-13
-0.2% -$1.79K 0.32% 73
2025
Q1 		$773K Sell
5,527
-1,186
-18% -$193K 0.33% 66
2024
Q4 		$1.16M Sell
6,713
-233
-3% -$40.6K 0.5% 56
2024
Q3 		$1.06M Sell
6,946
-135
-2% -$18.7K 0.44% 62
2024
Q2 		$877K Buy
7,081
+3
+0% +$369 0.41% 64
2024
Q1 		$930K Sell
7,078
-321
-4% -$40.1K 0.46% 59
2023
Q4 		$969K Sell
7,399
-497
-6% -$53.8K 0.55% 45
2023
Q3 		$846K Sell
7,896
-1,243
-14% -$129K 0.55% 45
2023
Q2 		$850K Sell
9,139
-37
-0.4% -$3.2K 0.55% 43
2023
Q1 		$806K Sell
9,176
-140
-2% -$12.4K 0.61% 40
2022
Q4 		$691K Buy
9,316
+174
+2% +$15K 0.55% 44
2022
Q3 		$765K Buy
9,142
+6
+0.1% +$581 0.66% 35
2022
Q2 		$834K Buy
9,136
+6
+0.1% +$648 0.68% 32
2022
Q1 		$927K Buy
9,130
+75
+0.8% +$9.15K 0.74% 31
2021
Q4 		$1.17M Sell
9,055
-92
-1% -$12.3K 0.84% 28
2021
Q3 		$1.06M Sell
9,147
-183
-2% -$21.2K 0.84% 29
2021
Q2 		$906K Buy
9,330
+49
+0.5% +$4.35K 0.74% 33
2021
Q1 		$692K Sell
9,281
-1,104
-11% -$76.2K 0.61% 40
2020
Q4 		$673K Buy
+10,385
New +$605K 0.61% 36

Other funds holding BX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Lokken Investment Group's BX Position: Q3 2025 in Review

Lokken Investment Group increased its Blackstone (BX) stake by 0.04% in Q3 2025, buying an estimated $343 and bringing the position to 5,516 shares worth $942K. The position accounts for 0.32% of the portfolio, ranked #71.

Lokken Investment Group first reported a position in BX in Q4 2020 and has held it in 20 quarters since. The position peaked at $1.17M in Q4 2021. 2,208 funds tracked by Wall St. Rank hold BX as of Q3 2025.

  • Lokken Investment Group held 5,516 shares of Blackstone worth $942K as of Q3 2025.
  • Lokken Investment Group bought 2 Blackstone shares in Q3 2025, an estimated $343.
  • Blackstone made up 0.32% of Lokken Investment Group's portfolio in Q3 2025, its #71 holding.
  • Lokken Investment Group first reported a position in Blackstone in Q4 2020 and has held it in 20 quarters since.
  • Lokken Investment Group's Blackstone position peaked at $1.17M in Q4 2021.
  • 2,208 funds tracked by Wall St. Rank held Blackstone as of Q3 2025.

Based on Lokken Investment Group's 13F filing for Q3 2025, filed 5 Nov 2025.