MOODY LYNN LIEBERSON & WALKER, LLC

Position in BX — Blackstone Inc.

CIK 938592 BOSTON, MA

Position in BX

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$27,340,036

+$1,194,530 QoQ

Shares Held

232,345

+2.2% QoQ

Ownership

0.031%

of shares outstanding

% of Portfolio

1.51%

of 13F equity value

Holder Rank

#18

of 636 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $29,054,879 across 4 Asset Management names. BX ranks #1 (94.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	232,345	$27,340,036
2	BLK	BlackRock, Inc.	1,155	$1,110,601
3	BN	BROOKFIELD Corp /ON/	9,200	$391,828
4	HQH	abrdn Healthcare Investors	9,664	$212,414

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$27,340,036	232,345	+2.2%	Shares	Sole	2026-07-20
2026-03-31	$26,145,506	227,372	-18.4%	Shares	Sole	2026-04-13
2025-12-31	$42,951,419	278,652	-3.2%	Shares	Sole	2026-01-15
2025-09-30	$49,195,744	287,947	+3.3%	Shares	Sole	2025-10-20
2025-06-30	$41,713,972	278,874	+0.3%	Shares	Sole	2025-07-17
2025-03-31	$38,854,087	277,966	+0.1%	Shares	Sole	2025-04-28
2024-12-31	$47,857,929	277,566	+0.3%	Shares	Sole	2025-01-21
2024-09-30	$42,391,284	276,832	+0.9%	Shares	Sole	2024-10-23
2024-06-30	$33,980,747	274,481	+0.6%	Shares	Sole	2024-07-25
2024-03-31	$35,840,757	272,823	+0.7%	Shares	Sole	2024-04-23
2023-12-31	$35,475,261	270,969	-5.7%	Shares	Sole	2024-01-24
2023-09-30	$30,792,143	287,401	+8.6%	Shares	Sole	2023-10-24
2023-06-30	$24,595,306	264,551	+1.6%	Shares	Sole	2023-07-27
2023-03-31	$22,883,286	260,511	-22.5%	Shares	Sole	2023-05-02
2022-12-31	$24,939,413	336,156	-1.5%	Shares	Sole	2023-02-01
2022-09-30	$28,556,514	341,177	-9.5%	Shares	Sole	2022-10-26
2022-06-30	$34,405,569	377,130	-1.8%	Shares	Sole	2022-07-28
2022-03-31	$48,757,654	384,100	-17.0%	Shares	Sole	2022-04-27
2021-12-31	$59,880,139	462,788	+0.4%	Shares	Sole	2022-01-26
2021-09-30	$53,635,183	461,021	+0.2%	Shares	Sole	2021-10-26
2021-06-30	$44,672,354	459,876	+0.1%	Shares	Sole	2021-07-28
2021-03-31	$34,247,727	459,516	+17.8%	Shares	Sole	2021-04-23
2020-12-31	$25,290,158	390,220	+5.6%	Shares	Sole	2021-01-26
2020-09-30	$19,282,053	369,388	-10.9%	Shares	Sole	2020-10-28
2020-06-30	$23,477,240	414,353	+22.2%	Shares	Sole	2020-07-24
2020-03-31	$15,456,797	339,188	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.