BWM
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Bernard Wealth Management’s Blackrock BLK Stock Holding History

Bernard 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
Q1 		$115K Hold
120
– – 0.05% 89
2025
Q4 		$128K Hold
120
– – 0.05% 86
2025
Q3 		$140K Hold
120
– – 0.06% 74
2025
Q2 		$126K Sell
120
-6
-5% -$5.67K 0.06% 77
2025
Q1 		$119K Buy
+126
New +$123K 0.06% 73

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bernard Wealth Management's BLK Position: Q1 2026 in Review

Bernard Wealth Management held its Blackrock (BLK) position steady in Q1 2026 at 120 shares worth $115K. The position accounts for 0.05% of the portfolio, ranked #89.

Bernard Wealth Management first reported a position in BLK in Q1 2025 and has held it in 5 quarters since. The position peaked at $140K in Q3 2025. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Bernard Wealth Management held 120 shares of Blackrock worth $115K as of Q1 2026.
  • Bernard Wealth Management left its Blackrock share count unchanged in Q1 2026.
  • Blackrock made up 0.05% of Bernard Wealth Management's portfolio in Q1 2026, its #89 holding.
  • Bernard Wealth Management first reported a position in Blackrock in Q1 2025 and has held it in 5 quarters since.
  • Bernard Wealth Management's Blackrock position peaked at $140K in Q3 2025.
  • 2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Bernard Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.