Question 1

How many shares of BX does LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA own?

Accepted Answer

As of 2026-Q2, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds 13,141 shares of BX (BLACKSTONE INC).

Question 2

What is LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's BX position worth?

Accepted Answer

As of 2026-Q2, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA's BX position is worth $1.5M.

Question 3

Is LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA buying or selling BX?

Accepted Answer

In 2026-Q2, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA increased their BX position (+5.5% change in shares).

Question 4

When did LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA first buy BX?

Accepted Answer

Based on available 13F filings, LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA first reported a position in BX in 2019-Q3. They have held the position across 28 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	13,141	+5.5%	$1.5M	0.0%	$116.48	27
2026-Q1	Unchanged	12,457	0.0%	$1.4M	0.0%	$110.92	0
2025-Q4	Decreased	12,457	-1.6%	$1.8M	0.0%	$153.00	0
2025-Q3	Increased	12,657	+1118.2%	$2M	0.0%	$172.58	42
2025-Q2	Unchanged	1,039	0.0%	$155,414	0.0%	$147.16	0
2025-Q1	Decreased	1,039	-12.7%	$131,953	0.0%	$133.56	0
2024-Q4	Decreased	1,190	-16.5%	$217,199	0.0%	$164.98	0
2024-Q3	Unchanged	1,425	0.0%	$241,767	0.0%	$147.81	0
2024-Q2	Decreased	1,425	-1.7%	$195,239	0.0%	$117.42	0
2024-Q1	Unchanged	1,450	0.0%	$177,030	0.0%	$123.76	0
2023-Q4	Decreased	1,450	-60.3%	$180,453	0.0%	$122.40	0
2023-Q3	Increased	3,649	+121.7%	$358,331	0.0%	$99.30	38
2023-Q2	Decreased	1,646	-17.8%	$153,030	0.0%	$85.36	0
2023-Q1	Decreased	2,002	-9.8%	$175,855	0.0%	$78.50	0
2022-Q4	Decreased	2,220	-1.6%	$164,702	0.0%	$65.70	0
2022-Q3	Increased	2,255	+9.0%	$189,000	0.0%	$75.52	25
2022-Q2	Increased	2,068	+10.5%	$189,000	0.0%	$80.42	25
2022-Q1	Decreased	1,872	-11.2%	$238,000	0.0%	$110.98	0
2021-Q4	Decreased	2,107	-3.5%	$273,000	0.0%	$110.88	0
2021-Q3	Increased	2,184	+249.4%	$254,000	0.0%	$101.81	37
2021-Q2	New	625	-	$61,000	0.0%	$84.20	29
2021-Q1	Exited	0	-100.0%	$0	0.0%	$62.61	0
2020-Q4	Unchanged	625	0.0%	$41,000	0.0%	$53.82	0
2020-Q3	Unchanged	625	0.0%	$33,000	0.0%	$43.43	0
2020-Q2	Unchanged	625	0.0%	$35,000	0.0%	$45.67	0
2020-Q1	Unchanged	625	0.0%	$28,000	0.0%	$38.40	0
2019-Q4	Unchanged	625	0.0%	$35,000	0.0%	$45.05	0
2019-Q3	New	625	-	$31,000	0.0%	$40.03	27

BX28 quarters

BX
28 quarters