CWP
BLK icon

CFM Wealth Partners’s Blackrock BLK Stock Holding History

CFM Wealth Partners’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 		$295K Sell
307
-12
-4% -$12.4K 0.04% 126
2026
Q1 		$307K Hold
319
– – 0.05% 122
2025
Q4 		$341K Hold
319
– – 0.05% 120
2025
Q3 		$372K Sell
319
-32
-9% -$35.8K 0.05% 118
2025
Q2 		$368K Sell
351
-8
-2% -$7.57K 0.06% 107
2025
Q1 		$340K Buy
+359
New +$352K 0.06% 112
2024
Q4 		– Sell
-315
Closed -$299K – 143
2024
Q3 		$299K Buy
315
+19
+6% +$16.4K 0.05% 121
2024
Q2 		$233K Hold
296
– – 0.04% 139
2024
Q1 		$247K Sell
296
-11
-4% -$8.84K 0.05% 140
2023
Q4 		$249K Sell
307
-20
-6% -$14K 0.06% 148
2023
Q3 		$211K Hold
327
– – 0.06% 137
2023
Q2 		$226K Sell
327
-7
-2% -$4.69K 0.05% 156
2023
Q1 		$223K Sell
334
-129
-28% -$90.9K 0.06% 144
2022
Q4 		$328K Sell
463
-409
-47% -$273K 0.1% 128
2022
Q3 		$480K Buy
872
+190
+28% +$124K 0.15% 98
2022
Q2 		$415K Buy
682
+217
+47% +$141K 0.12% 120
2022
Q1 		$355K Buy
+465
New +$363K 0.09% 133
2020
Q3 		– Sell
-61
Closed -$33K – 191
2020
Q2 		$33K Hold
61
– – 0.01% 316
2020
Q1 		$27K Hold
61
– – 0.01% 331
2019
Q4 		$33K Buy
+61
New +$28.9K 0.01% 314

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

CFM Wealth Partners's BLK Position: Q2 2026 in Review

CFM Wealth Partners reduced its Blackrock (BLK) stake by 3.8% in Q2 2026, selling an estimated $12.4K and leaving 307 shares worth $295K. The position accounts for 0.04% of the portfolio, ranked #126.

CFM Wealth Partners first reported a position in BLK in Q4 2019 and has held it in 20 quarters since. The position peaked at $480K in Q3 2022. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • CFM Wealth Partners held 307 shares of Blackrock worth $295K as of Q2 2026.
  • CFM Wealth Partners sold 12 Blackrock shares in Q2 2026, an estimated $12.4K.
  • Blackrock made up 0.04% of CFM Wealth Partners's portfolio in Q2 2026, its #126 holding.
  • CFM Wealth Partners first reported a position in Blackrock in Q4 2019 and has held it in 20 quarters since.
  • CFM Wealth Partners's Blackrock position peaked at $480K in Q3 2022.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

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