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P.J. Schmidt Investment Management (PJS)’s Blackstone BX Stock Holding History

P.J. Schmidt Investment Management (PJS)’s Portfolio BX Stock Details BX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$812K Buy
7,060
+196
+3% +$25.5K 0.14% 88
2025
Q4 		$1.06M Buy
6,864
+133
+2% +$20.2K 0.17% 76
2025
Q3 		$1.15M Buy
6,731
+78
+1% +$13.4K 0.19% 75
2025
Q2 		$995K Sell
6,653
-116
-2% -$15.9K 0.17% 80
2025
Q1 		$946K Buy
6,769
+111
+2% +$18K 0.17% 75
2024
Q4 		$1.15M Sell
6,658
-94
-1% -$16.4K 0.2% 66
2024
Q3 		$1.03M Sell
6,752
-70
-1% -$9.71K 0.18% 71
2024
Q2 		$845K Buy
6,822
+45
+0.7% +$5.54K 0.15% 80
2024
Q1 		$890K Sell
6,777
-15
-0.2% -$1.87K 0.17% 77
2023
Q4 		$846K Sell
6,792
-529
-7% -$57.2K 0.17% 76
2023
Q3 		$690K Sell
7,321
-33
-0.4% -$3.44K 0.15% 84
2023
Q2 		$768K Buy
7,354
+60
+0.8% +$5.18K 0.15% 84
2023
Q1 		$636K Sell
7,294
-941
-11% -$83.1K 0.13% 92
2022
Q4 		$611K Sell
8,235
-2,192
-21% -$189K 0.14% 89
2022
Q3 		$891K Sell
10,427
-500
-5% -$48.4K 0.21% 77
2022
Q2 		$1.12M Sell
10,927
-260
-2% -$28.1K 0.24% 73
2022
Q1 		$1.14M Buy
11,187
+5,787
+107% +$706K 0.25% 70
2021
Q4 		$713K Hold
5,400
– – 0.14% 105
2021
Q3 		$768K Hold
5,400
– – 0.15% 99
2021
Q2 		$601K Hold
5,400
– – 0.12% 111
2021
Q1 		$483K Hold
5,400
– – 0.1% 119
2020
Q4 		$363K Hold
5,400
– – 0.08% 125
2020
Q3 		$280K Buy
+5,400
New +$289K 0.07% 127

Other funds holding BX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

P.J. Schmidt Investment Management (PJS)'s BX Position: Q1 2026 in Review

P.J. Schmidt Investment Management (PJS) increased its Blackstone (BX) stake by 2.9% in Q1 2026, buying an estimated $25.5K and bringing the position to 7,060 shares worth $812K. The position accounts for 0.14% of the portfolio, ranked #88.

P.J. Schmidt Investment Management (PJS) first reported a position in BX in Q3 2020 and has held it in 23 quarters since. The position peaked at $1.15M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold BX as of Q1 2026.

  • P.J. Schmidt Investment Management (PJS) held 7,060 shares of Blackstone worth $812K as of Q1 2026.
  • P.J. Schmidt Investment Management (PJS) bought 196 Blackstone shares in Q1 2026, an estimated $25.5K.
  • Blackstone made up 0.14% of P.J. Schmidt Investment Management (PJS)'s portfolio in Q1 2026, its #88 holding.
  • P.J. Schmidt Investment Management (PJS) first reported a position in Blackstone in Q3 2020 and has held it in 23 quarters since.
  • P.J. Schmidt Investment Management (PJS)'s Blackstone position peaked at $1.15M in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Blackstone as of Q1 2026.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q1 2026, filed 29 Apr 2026.