FWA
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FSM Wealth Advisors’s Blackrock BLK Stock Holding History

FSM Wealth Advisors’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 		$291K Buy
303
+48
+19% +$49.6K 0.03% 264
2026
Q1 		$245K Sell
255
-22
-8% -$23.1K 0.03% 272
2025
Q4 		$296K Buy
277
+31
+13% +$33.9K 0.04% 241
2025
Q3 		$287K Buy
246
+52
+27% +$58.1K 0.04% 248
2025
Q2 		$209K Buy
+194
New +$183K 0.03% 271

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

FSM Wealth Advisors's BLK Position: Q2 2026 in Review

FSM Wealth Advisors increased its Blackrock (BLK) stake by 19% in Q2 2026, buying an estimated $49.6K and bringing the position to 303 shares worth $291K. The position accounts for 0.03% of the portfolio, ranked #264.

FSM Wealth Advisors first reported a position in BLK in Q2 2025 and has held it in 5 quarters since. The position peaked at $296K in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • FSM Wealth Advisors held 303 shares of Blackrock worth $291K as of Q2 2026.
  • FSM Wealth Advisors bought 48 Blackrock shares in Q2 2026, an estimated $49.6K.
  • Blackrock made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #264 holding.
  • FSM Wealth Advisors first reported a position in Blackrock in Q2 2025 and has held it in 5 quarters since.
  • FSM Wealth Advisors's Blackrock position peaked at $296K in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.