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 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 $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return