Asset Planning Services Inc’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.18M | Sell |
7,471
-45
| -0.6% | -$47.3K | 3.15% | 16 |
|
|
2025
Q4 | $8.04M | Sell |
7,516
-455
| -6% | -$497K | 3.55% | 8 |
|
|
2025
Q3 | $9.29M | Buy |
7,971
+70
| +0.9% | +$78.3K | 3.92% | 8 |
|
|
2025
Q2 | $8.29M | Sell |
7,901
-60
| -0.8% | -$56.7K | 3.81% | 8 |
|
|
2025
Q1 | $7.54M | Sell |
7,961
-45
| -0.6% | -$44.1K | 3.83% | 8 |
|
|
2024
Q4 | $8.21M | Buy |
8,006
+3
| +0% | +$3.04K | 4% | 6 |
|
|
2024
Q3 | $7.6M | Buy |
8,003
+30
| +0.4% | +$26K | 3.76% | 8 |
|
|
2024
Q2 | $6.28M | Buy |
7,973
+145
| +2% | +$113K | 3.31% | 10 |
|
|
2024
Q1 | $6.53M | Sell |
7,828
-55
| -0.7% | -$44.2K | 3.65% | 8 |
|
|
2023
Q4 | $6.4M | Sell |
7,883
-85
| -1% | -$59.3K | 3.89% | 9 |
|
|
2023
Q3 | $5.15M | Sell |
7,968
-495
| -6% | -$346K | 3.38% | 15 |
|
|
2023
Q2 | $5.85M | Sell |
8,463
-370
| -4% | -$248K | 3.6% | 11 |
|
|
2023
Q1 | $5.91M | Sell |
8,833
-555
| -6% | -$391K | 3.74% | 9 |
|
|
2022
Q4 | $6.65M | Sell |
9,388
-15
| -0.2% | -$10K | 4.21% | 6 |
|
|
2022
Q3 | $5.17M | Sell |
9,403
-25
| -0.3% | -$16.4K | 3.63% | 13 |
|
|
2022
Q2 | $5.74M | Buy |
9,428
+165
| +2% | +$107K | 3.76% | 11 |
|
|
2022
Q1 | $7.08M | Buy |
9,263
+235
| +3% | +$184K | 4.06% | 7 |
|
|
2021
Q4 | $8.27M | Sell |
9,028
-280
| -3% | -$256K | 4.45% | 3 |
|
|
2021
Q3 | $7.81M | Buy |
9,308
+15
| +0.2% | +$13.4K | 4.61% | 2 |
|
|
2021
Q2 | $8.13M | Sell |
9,293
-85
| -0.9% | -$71.8K | 4.7% | 2 |
|
|
2021
Q1 | $7.07M | Sell |
9,378
-212
| -2% | -$154K | 4.27% | 3 |
|
|
2020
Q4 | $6.92M | Sell |
9,590
-115
| -1% | -$76.3K | 4.43% | 3 |
|
|
2020
Q3 | $5.47M | Sell |
9,705
-125
| -1% | -$71.3K | 3.74% | 9 |
|
|
2020
Q2 | $5.35M | Buy |
9,830
+115
| +1% | +$58.1K | 3.86% | 9 |
|
|
2020
Q1 | $4.27M | Buy |
9,715
+185
| +2% | +$91.2K | 3.53% | 9 |
|
|
2019
Q4 | $4.79M | Sell |
9,530
-25
| -0.3% | -$11.9K | 3.05% | 19 |
|
|
2019
Q3 | $4.26M | Sell |
9,555
-130
| -1% | -$57.9K | 2.76% | 21 |
|
|
2019
Q2 | $4.54M | Buy |
9,685
+425
| +5% | +$192K | 2.96% | 17 |
|
|
2019
Q1 | $3.96M | Buy |
9,260
+520
| +6% | +$218K | 2.71% | 22 |
|
|
2018
Q4 | $3.43M | Sell |
8,740
-70
| -0.8% | -$28.7K | 2.61% | 23 |
|
|
2018
Q3 | $4.15M | Buy |
8,810
+190
| +2% | +$92.4K | 2.84% | 18 |
|
|
2018
Q2 | $4.3M | Buy |
8,620
+260
| +3% | +$137K | 3.09% | 18 |
|
|
2018
Q1 | $4.53M | Buy |
8,360
+250
| +3% | +$137K | 3.35% | 10 |
|
|
2017
Q4 | $4.17M | Buy |
8,110
+155
| +2% | +$75.3K | 2.93% | 20 |
|
|
2017
Q3 | $3.56M | Buy |
7,955
+1,830
| +30% | +$781K | 2.88% | 25 |
|
|
2017
Q2 | $2.59M | Buy |
+6,125
| New | +$2.44M | 2.17% | 29 |
|
Other funds holding BLK
VCM
VPM
Asset Planning Services Inc's BLK Position: Q1 2026 in Review
Asset Planning Services Inc reduced its Blackrock (BLK) stake by 0.6% in Q1 2026, selling an estimated $47.3K and leaving 7,471 shares worth $7.18M. The position accounts for 3.15% of the portfolio, ranked #16.
Asset Planning Services Inc first reported a position in BLK in Q2 2017 and has held it in 36 quarters since. The position peaked at $9.29M in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.
- Asset Planning Services Inc held 7,471 shares of Blackrock worth $7.18M as of Q1 2026.
- Asset Planning Services Inc sold 45 Blackrock shares in Q1 2026, an estimated $47.3K.
- Blackrock made up 3.15% of Asset Planning Services Inc's portfolio in Q1 2026, its #16 holding.
- Asset Planning Services Inc first reported a position in Blackrock in Q2 2017 and has held it in 36 quarters since.
- Asset Planning Services Inc's Blackrock position peaked at $9.29M in Q3 2025.
- 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.
Based on Asset Planning Services Inc's 13F filing for Q1 2026, filed 21 Apr 2026.