Triangle Securities Wealth Management

SEC CIK: 0001541353
Latest filing: Jul 14, 2026

SEC filings (opens in a new tab)

BX holding history

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

BX overview All 13F holders of BX Full Q2 2026 holdings

Shares (Q2 2026): 88,720
Value: $10.3M
% of portfolio: 2.0%
Quarters held: 22; Since Q1 2021

Holdings of BX by Triangle Securities Wealth Management, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	88,720	$10.3M	2.0%	+44,913+102.5%	Added	Holders
Q1 2026	43,807	$5.04M	1.1%	+418+1.0%	Added	Holders
Q4 2025	43,389	$6.69M	1.4%	−684−1.6%	Reduced	Holders
Q3 2025	44,073	$7.53M	1.7%	−1,252−2.8%	Reduced	Holders
Q2 2025	45,325	$6.78M	1.7%	−1,091−2.4%	Reduced	Holders
Q1 2025	46,416	$6.49M	1.7%	−1,202−2.5%	Reduced	Holders
Q4 2024	47,618	$8.21M	2.1%	−2,653−5.3%	Reduced	Holders
Q3 2024	50,271	$7.70M	2.0%	−1,538−3.0%	Reduced	Holders
Q2 2024	51,809	$6.41M	1.8%	−1,798−3.4%	Reduced	Holders
Q1 2024	53,607	$7.04M	2.0%	−3,168−5.6%	Reduced	Holders
Q4 2023	56,775	$7.43M	2.3%	−908−1.6%	Reduced	Holders
Q3 2023	57,683	$6.18M	2.2%	−607−1.0%	Reduced	Holders
Q2 2023	58,290	$5.42M	1.9%	−414−0.7%	Reduced	Holders
Q1 2023	58,704	$5.16M	1.8%	−1,223−2.0%	Reduced	Holders
Q4 2022	59,927	$4.45M	1.6%	−564−0.9%	Reduced	Holders
Q3 2022	60,491	$5.06M	2.1%	+2,319+4.0%	Added	Holders
Q2 2022	58,172	$5.31M	2.1%	−2,697−4.4%	Reduced	Holders
Q1 2022	60,869	$7.73M	2.6%	−566−0.9%	Reduced	Holders
Q4 2021	61,435	$7.95M	2.5%	−913−1.5%	Reduced	Holders
Q3 2021	62,348	$7.25M	2.5%	+918+1.5%	Added	Holders
Q2 2021	61,430	$5.97M	2.0%	+2,384+4.0%	Added	Holders
Q1 2021	59,046	$4.40M	1.6%	–	–	Holders

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