Jamison Private Wealth Management’s Blackrock BLK Stock Holding History

Jamison Private 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	$6.04M	Buy	6,284 +168	+3%	+$174K	0.61%	52
2026 Q1	$5.88M	Buy	6,116 +155	+3%	+$163K	0.72%	46
2025 Q4	$6.38M	Buy	5,961 +47	+0.8%	+$51.4K	0.78%	41
2025 Q3	$6.9M	Buy	5,914 +215	+4%	+$240K	0.87%	38
2025 Q2	$5.98M	Buy	5,699 +87	+2%	+$82.3K	0.86%	41
2025 Q1	$5.31M	Buy	5,612 +52	+0.9%	+$51K	0.81%	42
2024 Q4	$5.7M	Buy	5,560 +99	+2%	+$100K	0.84%	40
2024 Q3	$5.19M	Buy	5,461 +253	+5%	+$219K	0.79%	43
2024 Q2	$4.1M	Buy	5,208 +27	+0.5%	+$21.1K	0.68%	45
2024 Q1	$4.32M	Sell	5,181 -19	-0.4%	-$15.3K	0.73%	46
2023 Q4	$4.22M	Sell	5,200 -169	-3%	-$118K	0.79%	46
2023 Q3	$3.47M	Buy	+5,369	New	+$3.75M	0.72%	47

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

Jamison Private Wealth Management's BLK Position: Q2 2026 in Review

Jamison Private Wealth Management increased its Blackrock (BLK) stake by 2.7% in Q2 2026, buying an estimated $174K and bringing the position to 6,284 shares worth $6.04M. The position accounts for 0.61% of the portfolio, ranked #52.

Jamison Private Wealth Management first reported a position in BLK in Q3 2023 and has held it in 12 quarters since. The position peaked at $6.9M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Jamison Private Wealth Management held 6,284 shares of Blackrock worth $6.04M as of Q2 2026.
Jamison Private Wealth Management bought 168 Blackrock shares in Q2 2026, an estimated $174K.
Blackrock made up 0.61% of Jamison Private Wealth Management's portfolio in Q2 2026, its #52 holding.
Jamison Private Wealth Management first reported a position in Blackrock in Q3 2023 and has held it in 12 quarters since.
Jamison Private Wealth Management's Blackrock position peaked at $6.9M in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Jamison Private Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.