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Moody Lynn & Lieberson’s Blackstone BX Stock Holding History

Moody Lynn & Lieberson’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 		$26.1M Sell
227,372
-51,280
-18% -$6.67M 1.47% 20
2025
Q4 		$43M Sell
278,652
-9,295
-3% -$1.41M 2.28% 14
2025
Q3 		$49.2M Buy
287,947
+9,073
+3% +$1.55M 2.65% 10
2025
Q2 		$41.7M Buy
278,874
+908
+0.3% +$125K 2.41% 14
2025
Q1 		$38.9M Buy
277,966
+400
+0.1% +$64.9K 2.49% 13
2024
Q4 		$47.9M Buy
277,566
+734
+0.3% +$128K 2.93% 9
2024
Q3 		$42.4M Buy
276,832
+2,351
+0.9% +$326K 2.61% 9
2024
Q2 		$34M Buy
274,481
+1,658
+0.6% +$204K 2.22% 12
2024
Q1 		$35.8M Buy
272,823
+1,854
+0.7% +$232K 2.41% 12
2023
Q4 		$35.5M Sell
270,969
-16,432
-6% -$1.78M 2.7% 8
2023
Q3 		$30.8M Buy
287,401
+22,850
+9% +$2.38M 2.64% 9
2023
Q2 		$24.6M Buy
264,551
+4,040
+2% +$349K 1.99% 15
2023
Q1 		$22.9M Sell
260,511
-75,645
-23% -$6.68M 2.06% 14
2022
Q4 		$24.9M Sell
336,156
-5,021
-1% -$434K 2.28% 13
2022
Q3 		$28.6M Sell
341,177
-35,953
-10% -$3.48M 2.76% 6
2022
Q2 		$34.4M Sell
377,130
-6,970
-2% -$753K 3.1% 4
2022
Q1 		$48.8M Sell
384,100
-78,688
-17% -$9.6M 3.57% 4
2021
Q4 		$59.9M Buy
462,788
+1,767
+0.4% +$236K 4.02% 3
2021
Q3 		$53.6M Buy
461,021
+1,145
+0.2% +$133K 4.02% 3
2021
Q2 		$44.7M Buy
459,876
+360
+0.1% +$32K 3.37% 4
2021
Q1 		$34.2M Buy
459,516
+69,296
+18% +$4.78M 2.85% 5
2020
Q4 		$25.3M Buy
390,220
+20,832
+6% +$1.21M 2.17% 11
2020
Q3 		$19.3M Sell
369,388
-44,965
-11% -$2.41M 1.91% 13
2020
Q2 		$23.5M Buy
414,353
+75,165
+22% +$3.96M 2.55% 10
2020
Q1 		$15.5K Buy
339,188
+77,532
+30% +$4.29M 2.13% 13
2019
Q4 		$14.6M Buy
261,656
+163,163
+166% +$8.46M 1.41% 25
2019
Q3 		$4.81M Buy
98,493
+85,143
+638% +$4.15M 0.54% 60
2019
Q2 		$593K Hold
13,350
– – 0.07% 135
2019
Q1 		$467K Buy
13,350
+2,000
+18% +$66.7K 0.05% 148
2018
Q4 		$338K Buy
11,350
+500
+5% +$16.5K 0.05% 162
2018
Q3 		$413K Hold
10,850
– – 0.04% 173
2018
Q2 		$349K Hold
10,850
– – 0.04% 181
2018
Q1 		$347K Hold
10,850
– – 0.04% 175
2017
Q4 		$392K Sell
10,850
-600
-5% -$19.5K 0.04% 181
2017
Q3 		$382K Buy
11,450
+1,550
+16% +$51K 0.05% 178
2017
Q2 		$330K Buy
+9,900
New +$311K 0.04% 186
2014
Q2 		– Sell
-95,565
Closed -$3.12M – 197
2014
Q1 		$3.12M Buy
+95,565
New +$3.05M 0.45% 74

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

Moody Lynn & Lieberson's BX Position: Q1 2026 in Review

Moody Lynn & Lieberson reduced its Blackstone (BX) stake by 18% in Q1 2026, selling an estimated $6.67M and leaving 227,372 shares worth $26.1M. The position accounts for 1.47% of the portfolio, ranked #20.

Moody Lynn & Lieberson first reported a position in BX in Q1 2014 and has held it in 37 quarters since. The position peaked at $59.9M in Q4 2021. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • Moody Lynn & Lieberson held 227,372 shares of Blackstone worth $26.1M as of Q1 2026.
  • Moody Lynn & Lieberson sold 51,280 Blackstone shares in Q1 2026, an estimated $6.67M.
  • Blackstone made up 1.47% of Moody Lynn & Lieberson's portfolio in Q1 2026, its #20 holding.
  • Moody Lynn & Lieberson first reported a position in Blackstone in Q1 2014 and has held it in 37 quarters since.
  • Moody Lynn & Lieberson's Blackstone position peaked at $59.9M in Q4 2021.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q1 2026, filed 13 Apr 2026.