Blackstone Inc.
MX ˙ BMV ˙ US09260D1072
SecurityMX:BX / Blackstone Inc.
InstitutionMattern Wealth Management LLC
Latest Disclosed Ownership2,212 shares
Latest Disclosed Value $ 254,358
Mattern Wealth Management LLC reports 0.05% decrease in ownership of BX / Blackstone Inc.

On April 23, 2026 - Mattern Wealth Management LLC filed a 13F-HR form disclosing ownership of 2,212 shares of Blackstone Inc. (MX:BX) valued at $254,358 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 2,213 shares of Blackstone Inc.. This represents a change in shares of -0.05% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-23 2026-03-31 13F BLACKSTONE COM 09260D107 2,212 -1 -0.05 254 -25.51 0.0496
2026-01-16 2025-12-31 13F BLACKSTONE COM 09260D107 2,213 0 0.00 341 -9.79 0.0657
2025-10-20 2025-09-30 13F BLACKSTONE COM 09260D107 2,213 0 0.00 378 14.55 0.0755
2025-07-17 2025-06-30 13F BLACKSTONE COM 09260D107 2,213 60 2.79 331 10.00 0.0689
2025-04-23 2025-03-31 13F BLACKSTONE COM 09260D107 2,153 -75 -3.37 301 -21.87 0.0666
2025-01-22 2024-12-31 13F BLACKSTONE COM 09260D107 2,228 0 0.00 384 12.61 0.0847
2024-10-21 2024-09-30 13F BLACKSTONE COM 09260D107 2,228 -500 -18.33 341 1.19 0.0750
2024-07-17 2024-06-30 13F BLACKSTONE COM 09260D107 2,728 -1,003 -26.88 338 -31.22 0.0812
2024-05-14 2024-03-31 13F BLACKSTONE COM 09260D107 3,731 6 0.16 490 0.62 0.1192
2024-02-12 2023-12-31 13F BLACKSTONE COM 09260D107 3,725 300 8.76 488 33.06 0.1254
2023-11-01 2023-09-30 13F BLACKSTONE COM 09260D107 3,425 368 12.04 367 28.87 0.1076
2023-07-26 2023-06-30 13F BLACKSTONE COM 09260D107 3,057 135 4.62 284 10.94 0.0829
2023-05-05 2023-03-31 13F BLACKSTONE COM 09260D107 2,922 2,922 257 0.0850
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.