Gilliland Jeter Wealth Management’s Blackrock BLK Stock Holding History

Gilliland Jeter 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	$423K	Buy	440 +2	+0.5%	+$2.07K	0.11%	130
2026 Q1	$421K	Buy	438 +1	+0.2%	+$1.05K	0.12%	126
2025 Q4	$467K	Buy	437 +4	+0.9%	+$4.37K	0.14%	116
2025 Q3	$505K	Buy	433 +1	+0.2%	+$1.12K	0.16%	110
2025 Q2	$454K	Buy	432 +1	+0.2%	+$946	0.15%	116
2025 Q1	$408K	Buy	+431	New	+$422K	0.14%	116
2024 Q4	–	Sell	-429	Closed	-$407K	–	230
2024 Q3	$407K	Buy	429 +111	+35%	+$96.1K	0.13%	119
2024 Q2	$250K	Buy	318 +71	+29%	+$55.4K	0.08%	149
2024 Q1	$206K	Buy	+247	New	+$198K	0.07%	166

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gilliland Jeter Wealth Management's BLK Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Blackrock (BLK) stake by 0.46% in Q2 2026, buying an estimated $2.07K and bringing the position to 440 shares worth $423K. The position accounts for 0.11% of the portfolio, ranked #130.

Gilliland Jeter Wealth Management first reported a position in BLK in Q1 2024 and has held it in 9 quarters since. The position peaked at $505K in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Gilliland Jeter Wealth Management held 440 shares of Blackrock worth $423K as of Q2 2026.
Gilliland Jeter Wealth Management bought 2 Blackrock shares in Q2 2026, an estimated $2.07K.
Blackrock made up 0.11% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #130 holding.
Gilliland Jeter Wealth Management first reported a position in Blackrock in Q1 2024 and has held it in 9 quarters since.
Gilliland Jeter Wealth Management's Blackrock position peaked at $505K in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.