AWM
BLK icon

Axxcess Wealth Management’s Blackrock BLK Stock Holding History

Axxcess Wealth Management’s Portfolio BLK Stock Details BLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$4.25M Buy
4,420
+502
+13% +$519K 0.07% 255
2026
Q1 		$3.77M Sell
3,918
-99
-2% -$104K 0.12% 147
2025
Q4 		$4.3M Buy
4,017
+539
+15% +$589K 0.07% 237
2025
Q3 		$4.06M Buy
3,478
+407
+13% +$455K 0.09% 187
2025
Q2 		$3.22M Buy
3,071
+348
+13% +$329K 0.08% 208
2025
Q1 		$2.58M Buy
2,723
+131
+5% +$128K 0.07% 221
2024
Q4 		$2.66M Buy
2,592
+363
+16% +$368K 0.06% 223
2024
Q3 		$2.12M Buy
2,229
+5
+0.2% +$4.33K 0.05% 252
2024
Q2 		$1.75M Sell
2,224
-2,508
-53% -$1.96M 0.05% 278
2024
Q1 		$3.94M Buy
4,732
+1,248
+36% +$1M 0.11% 157
2023
Q4 		$2.83M Sell
3,484
-129
-4% -$90.1K 0.08% 191
2023
Q3 		$2.34M Buy
3,613
+2,312
+178% +$1.61M 0.08% 182
2023
Q2 		$899K Sell
1,301
-2,569
-66% -$1.72M 0.07% 252
2023
Q1 		$2.59M Sell
3,870
-85
-2% -$59.9K 0.2% 106
2022
Q4 		$2.8M Buy
3,955
+2,258
+133% +$1.51M 0.23% 96
2022
Q3 		$934K Buy
+1,697
New +$1.11M 0.09% 199
2022
Q2 		– Sell
-366
Closed -$280K – 551
2022
Q1 		$280K Sell
366
-391
-52% -$305K 0.02% 491
2021
Q4 		$694K Buy
+757
New +$691K 0.05% 288

Other funds holding BLK

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
GAM
Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
CS
CapitalatWork SA Auderghem $3.99B AUM
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Axxcess Wealth Management's BLK Position: Q2 2026 in Review

Axxcess Wealth Management increased its Blackrock (BLK) stake by 13% in Q2 2026, buying an estimated $519K and bringing the position to 4,420 shares worth $4.25M. The position accounts for 0.07% of the portfolio, ranked #255.

Axxcess Wealth Management first reported a position in BLK in Q4 2021 and has held it in 18 quarters since. The position peaked at $4.3M in Q4 2025. 1,066 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Axxcess Wealth Management held 4,420 shares of Blackrock worth $4.25M as of Q2 2026.
  • Axxcess Wealth Management bought 502 Blackrock shares in Q2 2026, an estimated $519K.
  • Blackrock made up 0.07% of Axxcess Wealth Management's portfolio in Q2 2026, its #255 holding.
  • Axxcess Wealth Management first reported a position in Blackrock in Q4 2021 and has held it in 18 quarters since.
  • Axxcess Wealth Management's Blackrock position peaked at $4.3M in Q4 2025.
  • 1,066 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.