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Sheets Smith Wealth Management

SEC CIK
0001157436
Latest filing
Jul 13, 2026

BX holding history

Blackstone Inc. in every 13F filed by Sheets Smith Wealth Management, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

BX overviewAll 13F holders of BXFull Q2 2026 holdings

Shares (Q2 2026)
16,149
Value
$1.90M
% of portfolio
0.2%
Quarters held
22
Since Q1 2021
Holdings of BX by Sheets Smith Wealth Management, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202616,149$1.90M0.2%+5,761+55.5%AddedHolders
Q1 202610,388$1.19M0.1%+5,396+108.1%AddedHolders
Q4 20254,992$769.5K0.1%−32−0.6%ReducedHolders
Q3 20255,024$858.4K0.1%−2,250−30.9%ReducedHolders
Q2 20257,274$1.09M0.1%00.0%UnchangedHolders
Q1 20257,274$1.02M0.1%−40−0.5%ReducedHolders
Q4 20247,314$1.26M0.2%+200+2.8%AddedHolders
Q3 20247,114$1.09M0.1%−3,620−33.7%ReducedHolders
Q2 202410,734$1.33M0.2%00.0%UnchangedHolders
Q1 202410,734$1.41M0.2%+320+3.1%AddedHolders
Q4 202310,414$1.36M0.2%−700−6.3%ReducedHolders
Q3 202311,114$1.19M0.2%−275−2.4%ReducedHolders
Q2 202311,389$1.06M0.2%−470−4.0%ReducedHolders
Q1 202311,859$1.04M0.2%00.0%UnchangedHolders
Q4 202211,859$879.8K0.1%00.0%UnchangedHolders
Q3 202211,859$993.0K0.2%+149+1.3%AddedHolders
Q2 202211,710$1.07M0.2%−725−5.8%ReducedHolders
Q1 202212,435$1.58M0.2%−34−0.3%ReducedHolders
Q4 202112,469$1.61M0.2%+5,190+71.3%AddedHolders
Q3 20217,279$847.0K0.1%−116−1.6%ReducedHolders
Q2 20217,395$718.0K0.1%00.0%UnchangedHolders
Q1 20217,395$551.0K0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.