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Bullock Wealth Management’s Blackrock BLK Stock Holding History

Bullock 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 		$1.01M Buy
1,025
+26
+3% +$26.9K 0.44% 59
2026
Q1 		$956K Sell
999
-25
-2% -$26.3K 0.48% 52
2025
Q4 		$1.1M Buy
1,024
+38
+4% +$41.5K 0.54% 38
2025
Q3 		$1.12M Sell
986
-1
-0.1% -$1.12K 0.56% 37
2025
Q2 		$1.04M Hold
987
– – 0.55% 39
2025
Q1 		$931K Sell
987
-107
-10% -$105K 0.52% 42
2024
Q4 		$1.12M Sell
1,094
-145
-12% -$147K 0.65% 28
2024
Q3 		$1.16M Buy
1,239
+22
+2% +$19K 0.7% 24
2024
Q2 		$952K Sell
1,217
-6
-0.5% -$4.68K 0.62% 26
2024
Q1 		$1.01M Buy
+1,223
New +$983K 0.68% 25

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 $3.38T AUM 44.17% 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

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

Bullock Wealth Management increased its Blackrock (BLK) stake by 2.6% in Q2 2026, buying an estimated $26.9K and bringing the position to 1,025 shares worth $1.01M. The position accounts for 0.44% of the portfolio, ranked #59.

Bullock Wealth Management first reported a position in BLK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.16M in Q3 2024. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Bullock Wealth Management held 1,025 shares of Blackrock worth $1.01M as of Q2 2026.
  • Bullock Wealth Management bought 26 Blackrock shares in Q2 2026, an estimated $26.9K.
  • Blackrock made up 0.44% of Bullock Wealth Management's portfolio in Q2 2026, its #59 holding.
  • Bullock Wealth Management first reported a position in Blackrock in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Blackrock position peaked at $1.16M in Q3 2024.
  • 2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.