Lowe Brockenbrough & Co’s Blackstone BX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$842K Sell
7,319
-510
-7% -$66.4K 0.04% 189
2025
Q4
$1.21M Buy
7,829
+18
+0.2% +$2.73K 0.06% 168
2025
Q3
$1.33M Hold
7,811
0.07% 156
2025
Q2
$1.17M Sell
7,811
-250
-3% -$34.4K 0.07% 163
2025
Q1
$1.13M Hold
8,061
0.07% 161
2024
Q4
$1.39M Hold
8,061
0.09% 146
2024
Q3
$1.23M Buy
8,061
+80
+1% +$11.1K 0.08% 164
2024
Q2
$988K Hold
7,981
0.07% 174
2024
Q1
$1.05M Sell
7,981
-620
-7% -$77.4K 0.07% 173
2023
Q4
$1.13M Sell
8,601
-116
-1% -$12.6K 0.09% 167
2023
Q3
$934K Sell
8,717
-33
-0.4% -$3.44K 0.07% 173
2023
Q2
$813K Sell
8,750
-40
-0.5% -$3.46K 0.06% 191
2023
Q1
$772K Buy
8,790
+267
+3% +$23.6K 0.06% 194
2022
Q4
$632K Buy
8,523
+822
+11% +$71K 0.06% 197
2022
Q3
$645K Hold
7,701
0.06% 192
2022
Q2
$703K Sell
7,701
-227
-3% -$24.5K 0.06% 190
2022
Q1
$1.01M Hold
7,928
0.07% 183
2021
Q4
$1.03M Buy
7,928
+299
+4% +$39.9K 0.07% 176
2021
Q3
$888K Sell
7,629
-2,000
-21% -$232K 0.07% 187
2021
Q2
$935K Hold
9,629
0.08% 156
2021
Q1
$718K Buy
9,629
+170
+2% +$11.7K 0.07% 164
2020
Q4
$613K Sell
9,459
-468
-5% -$27.3K 0.07% 162
2020
Q3
$518K Hold
9,927
0.06% 162
2020
Q2
$562K Sell
9,927
-1,150
-10% -$60.5K 0.08% 163
2020
Q1
$505K Sell
11,077
-430
-4% -$23.8K 0.08% 160
2019
Q4
$644K Buy
11,507
+2,125
+23% +$110K 0.08% 162
2019
Q3
$458K Sell
9,382
-500
-5% -$24.4K 0.06% 173
2019
Q2
$439K Hold
9,882
0.06% 177
2019
Q1
$346K Hold
9,882
0.05% 180
2018
Q4
$295K Sell
9,882
-800
-7% -$26.4K 0.05% 174
2018
Q3
$407K Hold
10,682
0.06% 171
2018
Q2
$344K Buy
10,682
+800
+8% +$25.5K 0.05% 174
2018
Q1
$316K Buy
9,882
+1,200
+14% +$40.9K 0.05% 175
2017
Q4
$278K Hold
8,682
0.04% 182
2017
Q3
$290K Sell
8,682
-600
-6% -$19.7K 0.04% 178
2017
Q2
$310K Hold
9,282
0.05% 169
2017
Q1
$276K Hold
9,282
0.04% 173
2016
Q4
$251K Hold
9,282
0.04% 182
2016
Q3
$237K Hold
9,282
0.04% 177
2016
Q2
$228K Hold
9,282
0.04% 172
2016
Q1
$260K Hold
9,282
0.04% 172
2015
Q4
$271K Sell
9,282
-176
-2% -$5.61K 0.05% 168
2015
Q3
$294K Hold
9,458
0.05% 170
2015
Q2
$379K Sell
9,458
-306
-3% -$12.6K 0.06% 167
2015
Q1
$373K Hold
9,764
0.06% 168
2014
Q4
$324K Hold
9,764
0.05% 172
2014
Q3
$302K Hold
9,764
0.05% 174
2014
Q2
$320K Hold
9,764
0.05% 169
2014
Q1
$319K Hold
9,764
0.05% 164
2013
Q4
$302K Hold
9,764
0.05% 158
2013
Q3
$238K Buy
+9,764
New +$217K 0.04% 165

Other funds holding BX

Lowe Brockenbrough & Co's BX Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Blackstone (BX) stake by 6.5% in Q1 2026, selling an estimated $66.4K and leaving 7,319 shares worth $842K. The position accounts for 0.04% of the portfolio, ranked #189.

Lowe Brockenbrough & Co first reported a position in BX in Q3 2013 and has held it in 51 quarters since. The position peaked at $1.39M in Q4 2024. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Lowe Brockenbrough & Co held 7,319 shares of Blackstone worth $842K as of Q1 2026.
  • Lowe Brockenbrough & Co sold 510 Blackstone shares in Q1 2026, an estimated $66.4K.
  • Blackstone made up 0.04% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #189 holding.
  • Lowe Brockenbrough & Co first reported a position in Blackstone in Q3 2013 and has held it in 51 quarters since.
  • Lowe Brockenbrough & Co's Blackstone position peaked at $1.39M in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.