CWM
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Cornerstone Wealth Management’s Blackrock BLK Stock Holding History

Cornerstone 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 		$234K Sell
243
-12
-5% -$12.4K 0.01% 677
2026
Q1 		$245K Buy
255
+25
+11% +$26.3K 0.01% 623
2025
Q4 		$246K Buy
230
+10
+5% +$10.9K 0.01% 600
2025
Q3 		$257K Sell
220
-10
-4% -$11.2K 0.01% 573
2025
Q2 		$241K Sell
230
-11
-5% -$10.4K 0.01% 572
2025
Q1 		$228K Sell
241
-54
-18% -$52.9K 0.02% 547
2024
Q4 		$302K Hold
295
– – 0.02% 465
2024
Q3 		$280K Buy
295
+1
+0.3% +$865 0.02% 473
2024
Q2 		$231K Sell
294
-25
-8% -$19.5K 0.02% 488
2024
Q1 		$266K Buy
319
+2
+0.6% +$1.61K 0.02% 454
2023
Q4 		$257K Sell
317
-56
-15% -$39.1K 0.02% 446
2023
Q3 		$242K Buy
373
+13
+4% +$9.08K 0.02% 464
2023
Q2 		$249K Buy
360
+27
+8% +$18.1K 0.02% 441
2023
Q1 		$223K Buy
+333
New +$235K 0.02% 430
2022
Q3 		$208K Sell
379
-5
-1% -$3.27K 0.02% 415
2022
Q2 		$234K Buy
384
+26
+7% +$16.9K 0.03% 395
2022
Q1 		$274K Sell
358
-86
-19% -$67.2K 0.03% 381
2021
Q4 		$411K Buy
444
+93
+26% +$84.9K 0.04% 321
2021
Q3 		$294K Buy
351
+67
+24% +$60K 0.03% 352
2021
Q2 		$249K Buy
284
+1
+0.4% +$845 0.03% 404
2021
Q1 		$213K Buy
+283
New +$205K 0.03% 422
2019
Q2 		– Sell
-372
Closed -$422K – 377
2019
Q1 		$422K Buy
+372
New +$156K 0.05% 295
2018
Q4 		– Sell
-160,074
Closed -$345K – 428
2018
Q3 		$345K Sell
160,074
-28,666
-15% -$13.9M ﹤0.01% 1023
2018
Q2 		$377K Buy
+188,740
New +$99.7M ﹤0.01% 1103
2018
Q1 		– Sell
-400
Closed -$212K – 387
2017
Q4 		$212K Buy
+400
New +$194K 0.04% 375

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

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

Cornerstone Wealth Management reduced its Blackrock (BLK) stake by 4.7% in Q2 2026, selling an estimated $12.4K and leaving 243 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #677.

Cornerstone Wealth Management first reported a position in BLK in Q4 2017 and has held it in 25 quarters since. The position peaked at $422K in Q1 2019. 711 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Cornerstone Wealth Management held 243 shares of Blackrock worth $234K as of Q2 2026.
  • Cornerstone Wealth Management sold 12 Blackrock shares in Q2 2026, an estimated $12.4K.
  • Blackrock made up 0.01% of Cornerstone Wealth Management's portfolio in Q2 2026, its #677 holding.
  • Cornerstone Wealth Management first reported a position in Blackrock in Q4 2017 and has held it in 25 quarters since.
  • Cornerstone Wealth Management's Blackrock position peaked at $422K in Q1 2019.
  • 711 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Cornerstone Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.