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Forum Financial Management’s Blackrock BLK Stock Holding History

Forum Financial 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 		$208K Sell
216
-9
-4% -$9.31K ﹤0.01% 326
2026
Q1 		$216K Sell
225
-1,418
-86% -$1.49M ﹤0.01% 297
2025
Q4 		$1.76M Sell
1,643
-10
-0.6% -$10.9K 0.02% 153
2025
Q3 		$1.93M Buy
1,653
+208
+14% +$233K 0.03% 139
2025
Q2 		$1.52M Sell
1,445
-90
-6% -$85.1K 0.02% 157
2025
Q1 		$1.45M Sell
1,535
-16
-1% -$15.7K 0.02% 162
2024
Q4 		$1.59M Buy
1,551
+266
+21% +$270K 0.03% 148
2024
Q3 		$1.22M Buy
1,285
+2
+0.2% +$1.73K 0.02% 160
2024
Q2 		$1.01M Buy
1,283
+24
+2% +$18.7K 0.02% 177
2024
Q1 		$1.05M Buy
1,259
+5
+0.4% +$4.02K 0.02% 185
2023
Q4 		$1.02M Buy
1,254
+1
+0.1% +$698 0.02% 163
2023
Q3 		$810K Sell
1,253
-6
-0.5% -$4.19K 0.02% 184
2023
Q2 		$870K Buy
1,259
+55
+5% +$36.8K 0.02% 178
2023
Q1 		$806K Buy
1,204
+5
+0.4% +$3.52K 0.02% 170
2022
Q4 		$850K Buy
1,199
+104
+9% +$69.4K 0.03% 155
2022
Q3 		$603K Buy
1,095
+46
+4% +$30.1K 0.03% 188
2022
Q2 		$639K Sell
1,049
-165
-14% -$107K 0.03% 190
2022
Q1 		$927K Buy
1,214
+75
+7% +$58.6K 0.04% 135
2021
Q4 		$1.04M Buy
+1,139
New +$1.04M 0.05% 121

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

Forum Financial Management's BLK Position: Q2 2026 in Review

Forum Financial Management reduced its Blackrock (BLK) stake by 4% in Q2 2026, selling an estimated $9.31K and leaving 216 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #326.

Forum Financial Management first reported a position in BLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.93M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Forum Financial Management held 216 shares of Blackrock worth $208K as of Q2 2026.
  • Forum Financial Management sold 9 Blackrock shares in Q2 2026, an estimated $9.31K.
  • Blackrock made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #326 holding.
  • Forum Financial Management first reported a position in Blackrock in Q4 2021 and has held it in 19 quarters since.
  • Forum Financial Management's Blackrock position peaked at $1.93M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.