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LVW Advisors’s Blackstone BX Stock Holding History

LVW Advisors’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 		$536K Buy
4,551
+210
+5% +$25.2K 0.05% 224
2026
Q1 		$499K Buy
4,341
+45
+1% +$5.86K 0.05% 216
2025
Q4 		$662K Buy
4,296
+117
+3% +$17.8K 0.07% 148
2025
Q3 		$714K Buy
4,179
+394
+10% +$67.5K 0.07% 142
2025
Q2 		$566K Buy
3,785
+209
+6% +$28.7K 0.06% 176
2025
Q1 		$500K Buy
3,576
+311
+10% +$50.5K 0.06% 170
2024
Q4 		$563K Buy
3,265
+82
+3% +$14.3K 0.07% 174
2024
Q3 		$487K Buy
3,183
+395
+14% +$54.8K 0.06% 189
2024
Q2 		$345K Buy
2,788
+936
+51% +$115K 0.05% 212
2024
Q1 		$243K Buy
1,852
+170
+10% +$21.2K 0.04% 257
2023
Q4 		$220K Buy
+1,682
New +$182K 0.04% 239
2023
Q3 		– Sell
-2,501
Closed -$233K – 222
2023
Q2 		$233K Buy
2,501
+11
+0.4% +$950 0.04% 185
2023
Q1 		$219K Buy
+2,490
New +$220K 0.04% 214
2020
Q3 		– Sell
-5,956
Closed -$337K – 206
2020
Q2 		$337K Sell
5,956
-344
-5% -$18.1K 0.08% 132
2020
Q1 		$287K Buy
+6,300
New +$348K 0.08% 124
2019
Q4 		– Sell
-6,300
Closed -$308K – 184
2019
Q3 		$308K Buy
+6,300
New +$307K 0.08% 128

Other funds holding BX

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
SLAM
Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CAM
Cacti Asset Management Atlanta, Georgia $1.99B AUM 86.33% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $10.2B AUM 33.39% 1-Year Est. Return

LVW Advisors's BX Position: Q2 2026 in Review

LVW Advisors increased its Blackstone (BX) stake by 4.8% in Q2 2026, buying an estimated $25.2K and bringing the position to 4,551 shares worth $536K. The position accounts for 0.05% of the portfolio, ranked #224.

LVW Advisors first reported a position in BX in Q3 2019 and has held it in 16 quarters since. The position peaked at $714K in Q3 2025. 962 funds tracked by Wall St. Rank hold BX as of Q2 2026.

  • LVW Advisors held 4,551 shares of Blackstone worth $536K as of Q2 2026.
  • LVW Advisors bought 210 Blackstone shares in Q2 2026, an estimated $25.2K.
  • Blackstone made up 0.05% of LVW Advisors's portfolio in Q2 2026, its #224 holding.
  • LVW Advisors first reported a position in Blackstone in Q3 2019 and has held it in 16 quarters since.
  • LVW Advisors's Blackstone position peaked at $714K in Q3 2025.
  • 962 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.