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Beacon Investment Advisory Services’s Blackrock BLK Stock Holding History

Beacon Investment Advisory Services’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 		$51.9K Hold
54
– – ﹤0.01% 434
2026
Q1 		$51.9K Buy
+54
New +$56.8K ﹤0.01% 425
2025
Q2 		– Sell
-306
Closed -$290K – 252
2025
Q1 		$290K Buy
306
+34
+13% +$33.3K 0.01% 206
2024
Q4 		$279K Buy
+272
New +$276K 0.01% 216
2024
Q3 		– Sell
-367
Closed -$289K – 256
2024
Q2 		$289K Sell
367
-124
-25% -$96.7K 0.01% 225
2024
Q1 		$409K Sell
491
-80
-14% -$64.3K 0.02% 195
2023
Q4 		$464K Hold
571
– – 0.02% 187
2023
Q3 		$369K Sell
571
-17
-3% -$11.9K 0.02% 218
2023
Q2 		$406K Sell
588
-66
-10% -$44.2K 0.02% 212
2023
Q1 		$438K Buy
654
+40
+7% +$28.2K 0.02% 202
2022
Q4 		$435K Hold
614
– – 0.02% 197
2022
Q3 		$338K Buy
614
+237
+63% +$155K 0.02% 221
2022
Q2 		$230K Buy
377
+44
+13% +$28.7K 0.01% 259
2022
Q1 		$254K Buy
+333
New +$260K 0.01% 264
2018
Q4 		– Sell
-514
Closed -$242K – 254
2018
Q3 		$242K Sell
514
-3
-0.6% -$1.46K 0.02% 239
2018
Q2 		$258K Sell
517
-187
-27% -$98.8K 0.03% 223
2018
Q1 		$381K Buy
704
+7
+1% +$3.84K 0.04% 181
2017
Q4 		$358K Sell
697
-105
-13% -$51K 0.04% 181
2017
Q3 		$359K Buy
+802
New +$342K 0.03% 209

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Beacon Investment Advisory Services's BLK Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Blackrock (BLK) position steady in Q2 2026 at 54 shares worth $51.9K. The position accounts for ﹤0.01% of the portfolio, ranked #434.

Beacon Investment Advisory Services first reported a position in BLK in Q3 2017 and has held it in 19 quarters since. The position peaked at $464K in Q4 2023. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Beacon Investment Advisory Services held 54 shares of Blackrock worth $51.9K as of Q2 2026.
  • Beacon Investment Advisory Services left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #434 holding.
  • Beacon Investment Advisory Services first reported a position in Blackrock in Q3 2017 and has held it in 19 quarters since.
  • Beacon Investment Advisory Services's Blackrock position peaked at $464K in Q4 2023.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.