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Buckley Wealth Management’s Blackrock BLK Stock Holding History

Buckley 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 		$797K Buy
830
+43
+5% +$44.5K 0.2% 81
2026
Q1 		$758K Buy
787
+70
+10% +$73.6K 0.19% 84
2025
Q4 		$767K Buy
717
+4
+0.6% +$4.37K 0.2% 81
2025
Q3 		$831K Sell
713
-20
-3% -$22.4K 0.23% 77
2025
Q2 		$769K Sell
733
-26
-3% -$24.6K 0.23% 77
2025
Q1 		$718K Buy
759
+23
+3% +$22.5K 0.22% 77
2024
Q4 		$754K Buy
+736
New +$747K 0.23% 70
2024
Q3 		– Sell
-703
Closed -$553K – 99
2024
Q2 		$553K Hold
703
– – 0.18% 78
2024
Q1 		$586K Buy
703
+12
+2% +$9.64K 0.19% 78
2023
Q4 		$561K Sell
691
-41
-6% -$28.6K 0.19% 79
2023
Q3 		$473K Sell
732
-209
-22% -$146K 0.18% 80
2023
Q2 		$650K Buy
941
+181
+24% +$121K 0.22% 79
2023
Q1 		$509K Sell
760
-4
-0.5% -$2.82K 0.19% 79
2022
Q4 		$541K Buy
764
+11
+1% +$7.34K 0.2% 78
2022
Q3 		$414K Sell
753
-192
-20% -$126K 0.15% 92
2022
Q2 		$576K Sell
945
-20
-2% -$13K 0.19% 86
2022
Q1 		$737K Buy
965
+110
+13% +$85.9K 0.2% 86
2021
Q4 		$783K Buy
855
+614
+255% +$560K 0.23% 75
2021
Q3 		$202K Buy
+241
New +$216K 0.07% 127
2019
Q3 		– Sell
-565
Closed -$265K – 135
2019
Q2 		$265K Sell
565
-34
-6% -$15.4K 0.12% 133
2019
Q1 		$256K Sell
599
-53
-8% -$22.2K 0.12% 132
2018
Q4 		$256K Buy
652
+40
+7% +$16.4K 0.13% 128
2018
Q3 		$288K Buy
612
+13
+2% +$6.32K 0.13% 136
2018
Q2 		$299K Buy
599
+22
+4% +$11.6K 0.14% 132
2018
Q1 		$313K Sell
577
-81
-12% -$44.5K 0.15% 130
2017
Q4 		$338K Buy
+658
New +$320K 0.17% 122

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

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

Buckley Wealth Management increased its Blackrock (BLK) stake by 5.5% in Q2 2026, buying an estimated $44.5K and bringing the position to 830 shares worth $797K. The position accounts for 0.2% of the portfolio, ranked #81.

Buckley Wealth Management first reported a position in BLK in Q4 2017 and has held it in 26 quarters since. The position peaked at $831K in Q3 2025. 2,315 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Buckley Wealth Management held 830 shares of Blackrock worth $797K as of Q2 2026.
  • Buckley Wealth Management bought 43 Blackrock shares in Q2 2026, an estimated $44.5K.
  • Blackrock made up 0.2% of Buckley Wealth Management's portfolio in Q2 2026, its #81 holding.
  • Buckley Wealth Management first reported a position in Blackrock in Q4 2017 and has held it in 26 quarters since.
  • Buckley Wealth Management's Blackrock position peaked at $831K in Q3 2025.
  • 2,315 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Buckley Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.