Beaumont Financial Advisors’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 | – | Sell |
-289
| Closed | -$309K | – | 375 |
|
|
2025
Q4 | $309K | Sell |
289
-793
| -73% | -$867K | 0.02% | 291 |
|
|
2025
Q3 | $1.26M | Hold |
1,082
| – | – | 0.08% | 142 |
|
|
2025
Q2 | $1.14M | Buy |
1,082
+7
| +0.7% | +$6.62K | 0.08% | 140 |
|
|
2025
Q1 | $1.02M | Buy |
1,075
+9
| +0.8% | +$8.82K | 0.08% | 147 |
|
|
2024
Q4 | $1.09M | Buy |
1,066
+2
| +0.2% | +$2.03K | 0.08% | 140 |
|
|
2024
Q3 | $1.01M | Buy |
1,064
+56
| +6% | +$48.5K | 0.08% | 144 |
|
|
2024
Q2 | $794K | Buy |
1,008
+1
| +0.1% | +$780 | 0.06% | 167 |
|
|
2024
Q1 | $840K | Sell |
1,007
-22
| -2% | -$17.7K | 0.07% | 161 |
|
|
2023
Q4 | $835K | Buy |
1,029
+3
| +0.3% | +$2.09K | 0.08% | 151 |
|
|
2023
Q3 | $663K | Buy |
1,026
+24
| +2% | +$16.8K | 0.07% | 154 |
|
|
2023
Q2 | $693K | Buy |
1,002
+36
| +4% | +$24.1K | 0.06% | 163 |
|
|
2023
Q1 | $646K | Buy |
966
+6
| +0.6% | +$4.23K | 0.07% | 155 |
|
|
2022
Q4 | $680K | Sell |
960
-11
| -1% | -$7.34K | 0.07% | 156 |
|
|
2022
Q3 | $534K | Sell |
971
-41
| -4% | -$26.8K | 0.05% | 163 |
|
|
2022
Q2 | $616K | Buy |
1,012
+27
| +3% | +$17.6K | 0.06% | 161 |
|
|
2022
Q1 | $753K | Sell |
985
-5
| -0.5% | -$3.91K | 0.06% | 173 |
|
|
2021
Q4 | $906K | Buy |
990
+4
| +0.4% | +$3.65K | 0.07% | 155 |
|
|
2021
Q3 | $827K | Hold |
986
| – | – | 0.06% | 158 |
|
|
2021
Q2 | $863K | Hold |
986
| – | – | 0.07% | 157 |
|
|
2021
Q1 | $743K | Buy |
986
+19
| +2% | +$13.8K | 0.06% | 163 |
|
|
2020
Q4 | $698K | Sell |
967
-146
| -13% | -$96.8K | 0.06% | 168 |
|
|
2020
Q3 | $627K | Buy |
1,113
+19
| +2% | +$10.8K | 0.06% | 178 |
|
|
2020
Q2 | $595K | Hold |
1,094
| – | – | 0.06% | 167 |
|
|
2020
Q1 | $481K | Sell |
1,094
-173
| -14% | -$85.2K | 0.06% | 146 |
|
|
2019
Q4 | $637K | Buy |
1,267
+31
| +3% | +$14.7K | 0.06% | 160 |
|
|
2019
Q3 | $551K | Hold |
1,236
| – | – | 0.06% | 160 |
|
|
2019
Q2 | $580K | Hold |
1,236
| – | – | 0.06% | 142 |
|
|
2019
Q1 | $528K | Buy |
1,236
+17
| +1% | +$7.13K | 0.06% | 147 |
|
|
2018
Q4 | $479K | Sell |
1,219
-8
| -0.7% | -$3.28K | 0.08% | 127 |
|
|
2018
Q3 | $578K | Buy |
1,227
+738
| +151% | +$359K | 0.06% | 134 |
|
|
2018
Q2 | $244K | Sell |
489
-53
| -10% | -$28K | 0.03% | 178 |
|
|
2018
Q1 | $294K | Buy |
542
+121
| +29% | +$66.4K | 0.03% | 171 |
|
|
2017
Q4 | $216K | Buy |
+421
| New | +$205K | 0.03% | 175 |
|
Other funds holding BLK
Beaumont Financial Advisors's BLK Position: Q1 2026 in Review
Beaumont Financial Advisors sold out of Blackrock (BLK) in Q1 2026, closing a stake of 289 shares — an estimated $309K sold.
Beaumont Financial Advisors first reported a position in BLK in Q4 2017 and held it in 33 quarters. The position peaked at $1.26M in Q3 2025. 2,334 funds tracked by Wall St. Rank hold BLK as of Q1 2026.
- Beaumont Financial Advisors reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
- Beaumont Financial Advisors sold 289 Blackrock shares in Q1 2026, an estimated $309K.
- Beaumont Financial Advisors first reported a position in Blackrock in Q4 2017 and held it in 33 quarters.
- Beaumont Financial Advisors's Blackrock position peaked at $1.26M in Q3 2025.
- 2,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.
Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.