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LRI Investments’s Blackstone BX Stock Holding History

LRI Investments’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 		$855K Sell
7,265
-23
-0.3% -$2.76K 0.07% 143
2026
Q1 		$838K Buy
7,288
+1,734
+31% +$226K 0.07% 127
2025
Q4 		$856K Sell
5,554
-427
-7% -$64.9K 0.07% 128
2025
Q3 		$1.02M Sell
5,981
-715
-11% -$123K 0.08% 107
2025
Q2 		$1M Sell
6,696
-369
-5% -$50.7K 0.09% 107
2025
Q1 		$988K Sell
7,065
-543
-7% -$88.1K 0.1% 107
2024
Q4 		$1.31M Buy
7,608
+30
+0.4% +$5.23K 0.13% 63
2024
Q3 		$1.37M Buy
7,578
+1,110
+17% +$154K 0.13% 61
2024
Q2 		$801K Buy
6,468
+1,655
+34% +$204K 0.09% 78
2024
Q1 		$632K Buy
+4,813
New +$601K 0.16% 65

Other funds holding BX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LRI Investments's BX Position: Q2 2026 in Review

LRI Investments reduced its Blackstone (BX) stake by 0.32% in Q2 2026, selling an estimated $2.76K and leaving 7,265 shares worth $855K. The position accounts for 0.07% of the portfolio, ranked #143.

LRI Investments first reported a position in BX in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.37M in Q3 2024. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • LRI Investments held 7,265 shares of Blackstone worth $855K as of Q2 2026.
  • LRI Investments sold 23 Blackstone shares in Q2 2026, an estimated $2.76K.
  • Blackstone made up 0.07% of LRI Investments's portfolio in Q2 2026, its #143 holding.
  • LRI Investments first reported a position in Blackstone in Q1 2024 and has held it in 10 quarters since.
  • LRI Investments's Blackstone position peaked at $1.37M in Q3 2024.
  • 2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.