LVM Capital Management’s Blackstone BX Stock Holding History

LVM Capital 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
2025 Q4	–	Sell	-1,243	Closed	-$212K	–	159
2025 Q3	$212K	Buy	+1,243	New	+$213K	0.02%	155
2025 Q1	–	Sell	-1,443	Closed	-$249K	–	148
2024 Q4	$249K	Buy	+1,443	New	+$251K	0.03%	138
2022 Q4	–	Sell	-2,805	Closed	-$235K	–	134
2022 Q3	$235K	Hold	2,805	–	–	0.04%	119
2022 Q2	$256K	Hold	2,805	–	–	0.04%	115
2022 Q1	$356K	Hold	2,805	–	–	0.05%	106
2021 Q4	$363K	Hold	2,805	–	–	0.05%	97
2021 Q3	$326K	Hold	2,805	–	–	0.05%	99
2021 Q2	$272K	Hold	2,805	–	–	0.04%	108
2021 Q1	$209K	Buy	+2,805	New	+$194K	0.03%	121

Other funds holding BX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LVM Capital Management's BX Position: Q4 2025 in Review

LVM Capital Management sold out of Blackstone (BX) in Q4 2025, closing a stake of 1,243 shares — an estimated $212K sold.

LVM Capital Management first reported a position in BX in Q1 2021 and held it in 9 quarters. The position peaked at $363K in Q4 2021. 2,289 funds tracked by Wall St. Rank hold BX as of Q4 2025.

LVM Capital Management reported no remaining Blackstone position as of Q4 2025 after selling out during the quarter.
LVM Capital Management sold 1,243 Blackstone shares in Q4 2025, an estimated $212K.
LVM Capital Management first reported a position in Blackstone in Q1 2021 and held it in 9 quarters.
LVM Capital Management's Blackstone position peaked at $363K in Q4 2021.
2,289 funds tracked by Wall St. Rank held Blackstone as of Q4 2025.

Based on LVM Capital Management's 13F filing for Q4 2025, filed 12 Jan 2026.