BERKSHIRE ASSET MANAGEMENT LLC/PA

Position in BX — Blackstone Inc.

CIK 949012 WILKES BARRE, PA

Position in BX

as of Mar 31, 2026 · filed May 11, 2026 Compact

Position Value

$2,734,232

-$1,000,580 QoQ

Shares Held

23,778

-1.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

BERKSHIRE ASSET MANAGEMENT LLC/PA holds $531,445 across 2 Asset Management names.

#	Ticker	Company	Shares	Value (USD)	Open
1	BAM	Brookfield Asset Management Ltd.	5,975	$267,978
2	RJF	Raymond James Financial Inc	1,733	$263,467

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,734,232	23,778	-1.9%	Shares	Sole	2026-05-11
2025-12-31	$3,734,812	24,230	-1.9%	Shares	Sole	2026-02-17
2025-09-30	$4,220,336	24,702	+1.0%	Shares	Sole	2025-11-07
2025-06-30	$3,657,530	24,452	0.0%	Shares	Sole	2025-08-13
2025-03-31	$3,417,900	24,452	+3.3%	Shares	Sole	2025-05-14
2024-12-31	$4,081,526	23,672	-0.4%	Shares	Sole	2025-02-07
2024-09-30	$3,640,359	23,773	0.0%	Shares	Sole	2024-11-14
2024-06-30	$2,943,097	23,773	+0.5%	Shares	Sole	2024-08-13
2024-03-31	$3,108,608	23,663	-1.0%	Shares	Sole	2024-05-14
2023-12-31	$3,130,689	23,913	-0.1%	Shares	Sole	2024-02-09
2023-09-30	$2,563,324	23,925	-0.5%	Shares	Sole	2023-11-14
2023-06-30	$2,236,393	24,055	-0.1%	Shares	Sole	2023-08-14
2023-03-31	$2,114,308	24,070	-0.9%	Shares	Sole	2023-06-06
2022-12-31	$1,801,110	24,277	+2.1%	Shares	Sole	2023-02-15
2022-09-30	$1,991,055	23,788	-3.8%	Shares	Sole	2022-11-14
2022-06-30	$2,255,296	24,721	-0.1%	Shares	Sole	2022-08-12
2022-03-31	$3,141,003	24,744	0.0%	Shares	Sole	2022-05-16
2021-12-31	$3,201,626	24,744	-0.0%	Shares	Sole	2022-02-14
2021-09-30	$2,879,531	24,751	+2.9%	Shares	Sole	2021-11-15
2021-06-30	$2,335,925	24,047	+10.9%	Shares	Sole	2021-08-16
2021-03-31	$1,616,481	21,689	-14.5%	Shares	Sole	2021-05-17
2020-12-31	$1,644,100	25,368	+174.1%	Shares	Sole	2021-02-16
2020-09-30	$483,111	9,255	+11.0%	Shares	Sole	2020-11-16
2020-06-30	$472,374	8,337	-67.5%	Shares	Sole	2020-08-12
2020-03-31	$1,169,781	25,670	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.