BKM Wealth Management’s Blackrock BLK Stock Holding History

BKM 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	$3.56M	Sell	3,706 -180	-5%	-$186K	1.26%	22
2026 Q1	$3.74M	Sell	3,886 -269	-6%	-$283K	1.36%	20
2025 Q4	$4.45M	Buy	4,155 +686	+20%	+$750K	1.63%	15
2025 Q3	$4.04M	Sell	3,469 -138	-4%	-$154K	1.49%	17
2025 Q2	$3.79M	Sell	3,607 -112	-3%	-$106K	1.48%	17
2025 Q1	$3.52M	Buy	3,719 +189	+5%	+$185K	1.45%	17
2024 Q4	$3.62M	Buy	3,530 +6	+0.2%	+$6.09K	1.48%	16
2024 Q3	$3.35M	Sell	3,524 -87	-2%	-$75.3K	1.36%	16
2024 Q2	$2.84M	Buy	3,611 +236	+7%	+$184K	1.37%	17
2024 Q1	$2.81M	Sell	3,375 -22	-0.6%	-$17.7K	1.21%	18
2023 Q4	$2.76M	Buy	+3,397	New	+$2.37M	1.18%	17

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BKM Wealth Management reduced its Blackrock (BLK) stake by 4.6% in Q2 2026, selling an estimated $186K and leaving 3,706 shares worth $3.56M. The position accounts for 1.26% of the portfolio, ranked #22.

BKM Wealth Management first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.45M in Q4 2025. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

BKM Wealth Management held 3,706 shares of Blackrock worth $3.56M as of Q2 2026.
BKM Wealth Management sold 180 Blackrock shares in Q2 2026, an estimated $186K.
Blackrock made up 1.26% of BKM Wealth Management's portfolio in Q2 2026, its #22 holding.
BKM Wealth Management first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
BKM Wealth Management's Blackrock position peaked at $4.45M in Q4 2025.
2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.