Position in BX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$331,358
-$32,700 QoQ
Shares Held
2,816
-11.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.89%
of 13F equity value
Holder Rank
#1,543
of 2,112 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BX Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026LWM Advisory Services, LLC holds $793,868 across 2 Asset Management names. BX ranks #2 (41.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
481 | $462,510 | |
| 2 | BX |
Blackstone Inc.
This page
|
2,816 | $331,358 |
All Filings in BX
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $331,358 | 2,816 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $364,058 | 3,166 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $488,007 | 3,166 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $565,171 | 3,308 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $487,182 | 3,257 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $443,242 | 3,171 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $546,743 | 3,171 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $506,400 | 3,307 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $461,278 | 3,726 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $495,659 | 3,773 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $316,957 | 2,421 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $259,385 | 2,421 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $225,080 | 2,421 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $215,208 | 2,450 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $248,165 | 3,345 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $518,856 | 6,199 | Shares | Sole | 2022-11-16 | |
| 2022-06-30 | $554,131 | 6,074 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $774,714 | 6,103 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $798,724 | 6,173 | Shares | Sole | 2022-02-18 | |
| No filing history on record for this holder in this stock. | ||||||