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Livermore
Livermore
ZHEN

Segment Wealth Management, LLC

SEC CIK
0001575581
Latest filing
Jul 16, 2026

BX holding history

Blackstone Inc. in every 13F filed by Segment Wealth Management, LLC, 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)
7,268
Value
$855.2K
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of BX by Segment Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,268$855.2K<0.1%+1,013+16.2%AddedHolders
Q1 20266,255$719.3K<0.1%−2,053−24.7%ReducedHolders
Q4 20258,308$1.28M0.1%+883+11.9%AddedHolders
Q3 20257,425$1.27M0.1%−5,747−43.6%ReducedHolders
Q2 202513,172$1.97M0.1%−82,747−86.3%ReducedHolders
Q1 202595,919$13.4M0.9%+9,215+10.6%AddedHolders
Q4 202486,704$14.9M1.0%+74,444+607.2%AddedHolders
Q3 202412,260$1.88M0.1%00.0%UnchangedHolders
Q2 202412,260$1.52M0.1%00.0%UnchangedHolders
Q1 202412,260$1.61M0.1%00.0%UnchangedHolders
Q4 202312,260$1.61M0.1%−100−0.8%ReducedHolders
Q3 202312,360$1.32M0.1%00.0%UnchangedHolders
Q2 202312,360$1.15M0.1%−350−2.8%ReducedHolders
Q1 202312,710$1.12M0.1%−1,500−10.6%ReducedHolders
Q4 202214,210$1.05M0.1%−96,344−87.1%ReducedHolders
Q3 2022110,554$9.25M1.2%+5,171+4.9%AddedHolders
Q2 2022105,383$9.61M1.2%+5,872+5.9%AddedHolders
Q1 202299,511$12.6M1.3%+5,946+6.4%AddedHolders
Q4 202193,565$12.1M1.3%−305−0.3%ReducedHolders
Q3 202193,870$10.9M1.3%+1,677+1.8%AddedHolders
Q2 202192,193$8.96M1.1%+82,793+880.8%AddedHolders
Q1 20219,400$701.0K0.1%––Holders

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