CAWM
BLK icon

Capital Advisors Wealth Management’s Blackrock BLK Stock Holding History

Capital Advisors 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 		– Sell
-270
Closed -$290K – 221
2025
Q4 		$290K Buy
270
+15
+6% +$16.4K 0.04% 175
2025
Q3 		$297K Buy
255
+12
+5% +$13.4K 0.04% 169
2025
Q2 		$255K Sell
243
-68
-22% -$64.3K 0.04% 169
2025
Q1 		$294K Buy
311
+1
+0.3% +$980 0.05% 143
2024
Q4 		$318K Buy
+310
New +$315K 0.06% 130
2024
Q3 		– Sell
-282
Closed -$222K – 169
2024
Q2 		$222K Buy
282
+1
+0.4% +$780 0.04% 143
2024
Q1 		$235K Buy
281
+1
+0.4% +$803 0.05% 133
2023
Q4 		$228K Buy
+280
New +$195K 0.05% 132
2023
Q2 		– Sell
-304
Closed -$204K – 144
2023
Q1 		$204K Sell
304
-19
-6% -$13.4K 0.06% 129
2022
Q4 		$229K Sell
323
-58
-15% -$38.7K 0.07% 108
2022
Q3 		$209K Buy
381
+4
+1% +$2.62K 0.07% 109
2022
Q2 		$230K Buy
377
+12
+3% +$7.81K 0.07% 103
2022
Q1 		$279K Buy
365
+101
+38% +$78.9K 0.09% 95
2021
Q4 		$241K Buy
264
+8
+3% +$7.3K 0.07% 106
2021
Q3 		$215K Sell
256
-4
-2% -$3.58K 0.08% 97
2021
Q2 		$228K Buy
+260
New +$220K 0.08% 85

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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

Capital Advisors Wealth Management's BLK Position: Q1 2026 in Review

Capital Advisors Wealth Management sold out of Blackrock (BLK) in Q1 2026, closing a stake of 270 shares — an estimated $290K sold.

Capital Advisors Wealth Management first reported a position in BLK in Q2 2021 and held it in 16 quarters. The position peaked at $318K in Q4 2024. 2,334 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Capital Advisors Wealth Management reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Capital Advisors Wealth Management sold 270 Blackrock shares in Q1 2026, an estimated $290K.
  • Capital Advisors Wealth Management first reported a position in Blackrock in Q2 2021 and held it in 16 quarters.
  • Capital Advisors Wealth Management's Blackrock position peaked at $318K in Q4 2024.
  • 2,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Capital Advisors Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.