Kelman-Lazarov Inc’s Blackrock BLK Stock Holding History

Kelman-Lazarov Inc’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	$211K	Buy	+220	New	+$228K	0.03%	148
2020 Q1	–	Sell	-740	Closed	-$372K	–	78
2019 Q4	$372K	Hold	740	–	–	0.17%	66
2019 Q3	$330K	Sell	740 -125	-14%	-$55.7K	0.16%	74
2019 Q2	$406K	Sell	865 -150	-15%	-$67.9K	0.21%	64
2019 Q1	$434K	Sell	1,015 -189	-16%	-$79.3K	0.23%	66
2018 Q4	$473K	Buy	1,204 +115	+11%	+$47.1K	0.29%	61
2018 Q3	$513K	Sell	1,089 -40	-4%	-$19.4K	0.3%	70
2018 Q2	$563K	Sell	1,129 -65	-5%	-$34.4K	0.3%	73
2018 Q1	$647K	Sell	1,194 -75	-6%	-$41.2K	0.35%	68
2017 Q4	$652K	Sell	1,269 -46	-3%	-$22.4K	0.33%	71
2017 Q3	$588K	Sell	1,315 -75	-5%	-$32K	0.31%	79
2017 Q2	$587K	Hold	1,390	–	–	0.32%	75
2017 Q1	$533K	Hold	1,390	–	–	0.34%	72
2016 Q4	$529K	Hold	1,390	–	–	0.3%	77
2016 Q3	$495K	Hold	1,390	–	–	0.28%	78
2016 Q2	$474K	Hold	1,390	–	–	0.27%	85
2016 Q1	$476K	Buy	+1,390	New	+$441K	0.28%	85

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 $3.38T AUM 44.17% 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

Kelman-Lazarov Inc's BLK Position: Q2 2026 in Review

Kelman-Lazarov Inc opened a new position in Blackrock (BLK) in Q2 2026: 220 shares worth $211K. The stake represents 0.03% of the portfolio and ranks #148 among its holdings. This is a return to the name: Kelman-Lazarov Inc previously reported a position in BLK as recently as Q4 2019.

Kelman-Lazarov Inc first reported a position in BLK in Q1 2016 and has held it in 17 quarters since. The position peaked at $652K in Q4 2017. 2,337 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Kelman-Lazarov Inc held 220 shares of Blackrock worth $211K as of Q2 2026.
Blackrock was a new Kelman-Lazarov Inc position in Q2 2026.
Blackrock made up 0.03% of Kelman-Lazarov Inc's portfolio in Q2 2026, its #148 holding.
Kelman-Lazarov Inc first reported a position in Blackrock in Q1 2016 and has held it in 17 quarters since.
Kelman-Lazarov Inc's Blackrock position peaked at $652K in Q4 2017.
2,337 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Kelman-Lazarov Inc's 13F filing for Q2 2026, filed 10 Aug 2026.