GIM
BLK icon

Goelzer Investment Management’s Blackrock BLK Stock Holding History

Goelzer Investment 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 		$3.34M Sell
3,474
-97
-3% -$100K 0.15% 108
2026
Q1 		$3.43M Buy
3,571
+80
+2% +$84.2K 0.17% 111
2025
Q4 		$3.74M Buy
3,491
+156
+5% +$171K 0.17% 107
2025
Q3 		$3.89M Sell
3,335
-67
-2% -$74.9K 0.21% 103
2025
Q2 		$3.57M Buy
3,402
+8
+0.2% +$7.57K 0.2% 107
2025
Q1 		$3.21M Buy
3,394
+2,884
+565% +$2.83M 0.19% 111
2024
Q4 		$523K Buy
+510
New +$518K 0.03% 176
2024
Q3 		– Sell
-544
Closed -$428K – 226
2024
Q2 		$428K Buy
544
+10
+2% +$7.8K 0.02% 183
2024
Q1 		$445K Sell
534
-98
-16% -$78.7K 0.03% 191
2023
Q4 		$513K Buy
632
+219
+53% +$153K 0.03% 180
2023
Q3 		$267K Sell
413
-17
-4% -$11.9K 0.02% 206
2023
Q2 		$297K Sell
430
-24
-5% -$16.1K 0.03% 201
2023
Q1 		$304K Sell
454
-17
-4% -$12K 0.03% 207
2022
Q4 		$334K Sell
471
-23
-5% -$15.4K 0.03% 208
2022
Q3 		$272K Buy
+494
New +$323K 0.03% 209

Other funds holding BLK

Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 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

Goelzer Investment Management's BLK Position: Q2 2026 in Review

Goelzer Investment Management reduced its Blackrock (BLK) stake by 2.7% in Q2 2026, selling an estimated $100K and leaving 3,474 shares worth $3.34M. The position accounts for 0.15% of the portfolio, ranked #108.

Goelzer Investment Management first reported a position in BLK in Q3 2022 and has held it in 15 quarters since. The position peaked at $3.89M in Q3 2025. 800 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Goelzer Investment Management held 3,474 shares of Blackrock worth $3.34M as of Q2 2026.
  • Goelzer Investment Management sold 97 Blackrock shares in Q2 2026, an estimated $100K.
  • Blackrock made up 0.15% of Goelzer Investment Management's portfolio in Q2 2026, its #108 holding.
  • Goelzer Investment Management first reported a position in Blackrock in Q3 2022 and has held it in 15 quarters since.
  • Goelzer Investment Management's Blackrock position peaked at $3.89M in Q3 2025.
  • 800 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.