SCHMIDT P J INVESTMENT MANAGEMENT INC

Position in BX — Blackstone Inc.

CIK 1008895 CEDARBURG, WI

Position in BX

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

Position Value

$804,392

-$7,437 QoQ

Shares Held

6,836

-3.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,129

of 2,112 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

SCHMIDT P J INVESTMENT MANAGEMENT INC holds $10,714,356 across 4 Asset Management names. BX ranks #2 (7.5% of the industry book) .

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

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$804,392	6,836	-3.2%	Shares	Sole	2026-07-29
2026-03-31	$811,829	7,060	+2.9%	Shares	Sole	2026-04-29
2025-12-31	$1,058,016	6,864	+2.0%	Shares	Sole	2026-01-28
2025-09-30	$1,149,991	6,731	+1.2%	Shares	Sole	2025-10-27
2025-06-30	$995,155	6,653	-1.7%	Shares	Sole	2025-08-01
2025-03-31	$946,170	6,769	+1.7%	Shares	Sole	2025-05-21
2024-12-31	$1,147,972	6,658	-1.4%	Shares	Sole	2025-01-27
2024-09-30	$1,033,933	6,752	-1.0%	Shares	Sole	2024-10-23
2024-06-30	$844,563	6,822	+0.7%	Shares	Sole	2024-07-29
2024-03-31	$890,294	6,777	-0.2%	Shares	Sole	2024-04-26
2023-12-31	$889,208	6,792	-7.2%	Shares	Sole	2024-01-29
2023-09-30	$784,371	7,321	-0.4%	Shares	Sole	2023-10-20
2023-06-30	$683,701	7,354	+0.8%	Shares	Sole	2023-07-26
2023-03-31	$640,704	7,294	-11.4%	Shares	Sole	2023-04-28
2022-12-31	$610,954	8,235	-21.0%	Shares	Sole	2023-02-01
2022-09-30	$872,739	10,427	-4.6%	Shares	Sole	2022-10-24
2022-06-30	$996,870	10,927	-2.3%	Shares	Sole	2022-08-24
2022-03-31	$1,420,077	11,187	+107.2%	Shares	Sole	2022-05-06
2021-12-31	$698,706	5,400	0.0%	Shares	Sole	2022-02-01
2021-09-30	$628,236	5,400	0.0%	Shares	Sole	2021-10-27
2021-06-30	$524,556	5,400	0.0%	Shares	Sole	2021-07-26
2021-03-31	$402,462	5,400	0.0%	Shares	Sole	2021-04-30
2020-12-31	$349,974	5,400	0.0%	Shares	Sole	2021-02-01
2020-09-30	$281,880	5,400	—	Shares	Sole	2020-10-28
No filing history on record for this holder in this stock.