SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in BLK — BlackRock, Inc.

CIK 1008895 CEDARBURG, WI

Position in BLK

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$9,558,867

-$29,381 QoQ

Shares Held

9,941

-0.3% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

2.38%

of 13F equity value

Holder Rank

#475

of 2,275 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Financial Services · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $10,714,356 across 4 Asset Management names. BLK ranks #1 (89.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BLK	BlackRock, Inc. This page	9,941	$9,558,867
2	BX	Blackstone Inc.	6,836	$804,392
3	NTRS	Northern Trust Corp	1,444	$251,024
4	NUV	Nuveen Municipal Value Fund Inc	10,854	$100,073

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,558,867	9,941	-0.3%	Shares	Sole	2026-07-29
2026-03-31	$9,588,248	9,970	+0.1%	Shares	Sole	2026-04-29
2025-12-31	$10,662,727	9,962	+0.5%	Shares	Sole	2026-01-28
2025-09-30	$11,554,937	9,911	-3.8%	Shares	Sole	2025-10-27
2025-06-30	$10,809,373	10,302	+0.0%	Shares	Sole	2025-08-01
2025-03-31	$9,746,851	10,298	-0.5%	Shares	Sole	2025-05-21
2024-12-31	$10,606,813	10,347	—	Shares	Sole	2025-01-27
No filing history on record for this holder in this stock.