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Berkshire Money Management, Inc. → BX

Berkshire Money Management, Inc. BX Position History

Blackstone Inc. • Financial Services

Quarters held
4
Latest value
$65.4M
Q3 2026
Peak value
$66M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$62.2M
Q1 2026$60.1M
Q2 2026$66M
Q3 2026$65.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$65.4M280.2K——
Q2 2026$66M278.9K——
Q1 2026$60.1M279.6K——
Q4 2025$62.2M283.1K——

Other funds holding BX

Other Berkshire Money Management, Inc. positions

SPY

STATE STR SPDR S&P 500 ETF T

$258.3M
SPY

STATE STR SPDR S&P 500 ETF T

$251.1M
SPY

SPDR S&P 500 ETF TR

$232M
SPY

STATE STR SPDR S&P 500 ETF T

$220.8M
DIA

STATE STR SPDR DOW JONES IND

$106.7M
DIA

STATE STR SPDR DOW JONES IND

$104.8M
DIA

SPDR DOW JONES INDL AVERAGE

$99.3M
DIA

STATE STR SPDR DOW JONES IND

$95M