BMWM
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Brown Miller Wealth Management’s Blackrock BLK Stock Holding History

Brown Miller 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 		$3.11M Buy
3,234
+18
+0.6% +$18.6K 0.78% 32
2026
Q1 		$3.09M Hold
3,216
– – 0.88% 28
2025
Q4 		$3.44M Buy
3,216
+14
+0.4% +$15.3K 0.95% 26
2025
Q3 		$3.73M Sell
3,202
-13
-0.4% -$14.5K 1.06% 21
2025
Q2 		$3.37M Buy
3,215
+6
+0.2% +$5.67K 1.05% 22
2025
Q1 		$3.04M Buy
3,209
+51
+2% +$50K 1.05% 27
2024
Q4 		$3.24M Buy
3,158
+196
+7% +$199K 1.24% 20
2024
Q3 		$2.81M Buy
2,962
+30
+1% +$26K 1.09% 29
2024
Q2 		$2.31M Buy
2,932
+25
+0.9% +$19.5K 0.96% 33
2024
Q1 		$2.42M Sell
2,907
-781
-21% -$627K 1.07% 29
2023
Q4 		$2.99M Sell
3,688
-5
-0.1% -$3.49K 1.5% 15
2023
Q3 		$2.39M Buy
3,693
+114
+3% +$79.6K 1.33% 21
2023
Q2 		$2.47M Buy
3,579
+75
+2% +$50.2K 1.34% 18
2023
Q1 		$2.34M Buy
3,504
+78
+2% +$54.9K 1.39% 21
2022
Q4 		$2.43M Buy
3,426
+41
+1% +$27.4K 1.54% 18
2022
Q3 		$1.86M Buy
3,385
+308
+10% +$202K 1.32% 23
2022
Q2 		$1.87M Buy
3,077
+196
+7% +$128K 1.27% 22
2022
Q1 		$2.2M Buy
2,881
+336
+13% +$263K 1.27% 24
2021
Q4 		$2.33M Buy
2,545
+56
+2% +$51.1K 1.33% 25
2021
Q3 		$2.09M Buy
2,489
+89
+4% +$79.8K 1.31% 22
2021
Q2 		$2.1M Buy
2,400
+45
+2% +$38K 1.34% 21
2021
Q1 		$1.78M Buy
2,355
+105
+5% +$76.2K 1.26% 24
2020
Q4 		$1.62M Buy
+2,250
New +$1.49M 1.22% 25

Other funds holding BLK

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
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
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Brown Miller Wealth Management's BLK Position: Q2 2026 in Review

Brown Miller Wealth Management increased its Blackrock (BLK) stake by 0.56% in Q2 2026, buying an estimated $18.6K and bringing the position to 3,234 shares worth $3.11M. The position accounts for 0.78% of the portfolio, ranked #32.

Brown Miller Wealth Management first reported a position in BLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $3.73M in Q3 2025. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Brown Miller Wealth Management held 3,234 shares of Blackrock worth $3.11M as of Q2 2026.
  • Brown Miller Wealth Management bought 18 Blackrock shares in Q2 2026, an estimated $18.6K.
  • Blackrock made up 0.78% of Brown Miller Wealth Management's portfolio in Q2 2026, its #32 holding.
  • Brown Miller Wealth Management first reported a position in Blackrock in Q4 2020 and has held it in 23 quarters since.
  • Brown Miller Wealth Management's Blackrock position peaked at $3.73M in Q3 2025.
  • 711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Brown Miller Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.