JWM
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Jackson Wealth Management’s Blackrock BLK Stock Holding History

Jackson 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
Q1 		$3.71M Buy
3,856
+19
+0.5% +$20K 0.38% 57
2025
Q4 		$4.11M Buy
3,837
+200
+5% +$219K 0.4% 57
2025
Q3 		$4.24M Buy
3,637
+123
+4% +$138K 0.42% 56
2025
Q2 		$3.69M Buy
3,514
+43
+1% +$40.7K 0.4% 56
2025
Q1 		$3.29M Buy
3,471
+19
+0.6% +$18.6K 0.4% 58
2024
Q4 		$3.54M Buy
+3,452
New +$3.5M 0.4% 58
2022
Q2 		– Sell
-9,682
Closed -$7.4M – 94
2022
Q1 		$7.4M Sell
9,682
-1,752
-15% -$1.37M 1.03% 30
2021
Q4 		$10.5M Buy
11,434
+280
+3% +$256K 1.32% 20
2021
Q3 		$412K Buy
11,154
+1,957
+21% +$1.75M 4.99% 4
2021
Q2 		$8.05M Buy
9,197
+486
+6% +$410K 1.02% 28
2021
Q1 		$6.57M Buy
8,711
+430
+5% +$312K 0.98% 30
2020
Q4 		$5.97M Buy
8,281
+442
+6% +$293K 0.81% 31
2020
Q3 		$4.42M Buy
+7,839
New +$4.47M 0.66% 38
2015
Q4 		– Sell
-4,484
Closed -$1.33M – 73
2015
Q3 		$1.33M Buy
4,484
+168
+4% +$54.2K 0.48% 60
2015
Q2 		$1.49M Buy
+4,316
New +$1.57M 0.5% 61

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jackson Wealth Management's BLK Position: Q1 2026 in Review

Jackson Wealth Management increased its Blackrock (BLK) stake by 0.5% in Q1 2026, buying an estimated $20K and bringing the position to 3,856 shares worth $3.71M. The position accounts for 0.38% of the portfolio, ranked #57.

Jackson Wealth Management first reported a position in BLK in Q2 2015 and has held it in 15 quarters since. The position peaked at $10.5M in Q4 2021. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Jackson Wealth Management held 3,856 shares of Blackrock worth $3.71M as of Q1 2026.
  • Jackson Wealth Management bought 19 Blackrock shares in Q1 2026, an estimated $20K.
  • Blackrock made up 0.38% of Jackson Wealth Management's portfolio in Q1 2026, its #57 holding.
  • Jackson Wealth Management first reported a position in Blackrock in Q2 2015 and has held it in 15 quarters since.
  • Jackson Wealth Management's Blackrock position peaked at $10.5M in Q4 2021.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Jackson Wealth Management's 13F filing for Q1 2026, filed 11 May 2026.