SEC 13F Intelligence

Jacobson & Schmitt Advisors, LLC / BX

Jacobson & Schmitt Advisors, LLC’s Blackstone Inc Position

Does Jacobson & Schmitt Advisors, LLC own Blackstone Inc (BX)? Yes — 94.5K shares worth $11M (+1.97% of its 13F portfolio) as of Q1 2026, up from 90.5K shares the prior filed quarter.

Position Value
$11M
Q1 2026
Shares
94.5K
% of Portfolio
+1.97%
Quarters Held
27
currently held

Position History BX

Reported value by quarter
Q3 ’19: $6MQ3 ’19Q4 ’19: $7MQ1 ’20: $4MQ2 ’20: $6MQ3 ’20: $5MQ3 ’20Q4 ’20: $7MQ1 ’21: $8MQ2 ’21: $10MQ3 ’21: $10MQ3 ’21Q4 ’21: $10MQ1 ’22: $10MQ2 ’22: $7MQ3 ’22: $6MQ3 ’22Q4 ’22: $6MQ1 ’23: $8MQ2 ’23: $9MQ3 ’23: $10MQ3 ’23Q4 ’23: $13MQ1 ’24: $10MQ2 ’24: $10MQ3 ’24: $13MQ3 ’24Q4 ’24: $13MQ1 ’25: $11MQ2 ’25: $12MQ3 ’25: $13MQ3 ’25Q4 ’25: $14MQ1 ’26: $11Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202694.5K$11M+1.97%
Q4 202590.5K$14M+2.35%
Q3 202578.0K$13M+2.29%
Q2 202578.4K$12M+2.08%
Q1 202576.9K$11M+2.20%
Q4 202476.8K$13M+2.56%
Q3 202483.2K$13M+2.61%
Q2 202481.6K$10M+2.29%
Q1 202477.9K$10M+2.42%
Q4 202396.4K$13M+3.19%
Q3 202397.1K$10M+2.95%
Q2 202397.9K$9M+2.58%
Q1 202395.4K$8M+2.41%
Q4 202272.2K$6M+1.93%
Q3 202272.2K$6M+1.93%
Q2 202275.7K$7M+2.15%
Q1 202275.2K$10M+2.48%
Q4 202174.8K$10M+2.34%
Q3 202183.3K$10M+2.67%
Q2 2021104.8K$10M+2.88%
Q1 2021107.4K$8M+2.59%
Q4 2020104.1K$7M+2.29%
Q3 202099.4K$5M+1.98%
Q2 202098.0K$6M+2.39%
Q1 202096.3K$4M+2.49%
Q4 2019121.2K$7M+3.37%
Q3 2019118.6K$6M+3.23%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Jacobson & Schmitt Advisors, LLC’s full portfolio or all institutional holders of BX.