LWM Advisory Services’s Blackstone BX Stock Holding History

LWM Advisory Services’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	$331K	Sell	2,816 -350	-11%	-$42.1K	0.59%	57
2026 Q1	$364K	Hold	3,166	–	–	0.39%	59
2025 Q4	$488K	Sell	3,166 -142	-4%	-$21.6K	0.29%	52
2025 Q3	$565K	Buy	3,308 +51	+2%	+$8.74K	0.33%	48
2025 Q2	$487K	Buy	3,257 +86	+3%	+$11.8K	0.34%	53
2025 Q1	$443K	Hold	3,171	–	–	0.31%	61
2024 Q4	$547K	Sell	3,171 -136	-4%	-$23.7K	0.38%	43
2024 Q3	$506K	Sell	3,307 -419	-11%	-$58.1K	0.38%	50
2024 Q2	$461K	Sell	3,726 -47	-1%	-$5.78K	0.39%	44
2024 Q1	$496K	Buy	3,773 +1,352	+56%	+$169K	0.4%	44
2023 Q4	$317K	Hold	2,421	–	–	0.28%	62
2023 Q3	$259K	Hold	2,421	–	–	0.28%	60
2023 Q2	$225K	Sell	2,421 -29	-1%	-$2.5K	0.24%	69
2023 Q1	$215K	Sell	2,450 -895	-27%	-$79.1K	0.23%	75
2022 Q4	$258K	Sell	3,345 -2,854	-46%	-$246K	0.29%	65
2022 Q3	$535K	Buy	6,199 +125	+2%	+$12.1K	0.61%	50
2022 Q2	$557K	Sell	6,074 -29	-0.5%	-$3.13K	0.67%	45
2022 Q1	$772K	Sell	6,103 -70	-1%	-$8.54K	0.96%	27
2021 Q4	$799K	Buy	+6,173	New	+$823K	0.99%	27

Other funds holding BX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Charles Schwab San Francisco, California $751B AUM 38.74% 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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

LWM Advisory Services's BX Position: Q2 2026 in Review

LWM Advisory Services reduced its Blackstone (BX) stake by 11% in Q2 2026, selling an estimated $42.1K and leaving 2,816 shares worth $331K. The position accounts for 0.59% of the portfolio, ranked #57.

LWM Advisory Services first reported a position in BX in Q4 2021 and has held it in 19 quarters since. The position peaked at $799K in Q4 2021. 2,156 funds tracked by Wall St. Rank hold BX as of Q2 2026.

LWM Advisory Services held 2,816 shares of Blackstone worth $331K as of Q2 2026.
LWM Advisory Services sold 350 Blackstone shares in Q2 2026, an estimated $42.1K.
Blackstone made up 0.59% of LWM Advisory Services's portfolio in Q2 2026, its #57 holding.
LWM Advisory Services first reported a position in Blackstone in Q4 2021 and has held it in 19 quarters since.
LWM Advisory Services's Blackstone position peaked at $799K in Q4 2021.
2,156 funds tracked by Wall St. Rank held Blackstone as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.