L.M. Kohn & Company’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$437K Sell
375
-532
-59% -$595K 0.53% 55
2025
Q2
$952K Sell
907
-38
-4% -$35.9K 0.26% 78
2025
Q1
$894K Buy
945
+5
+0.5% +$4.9K 0.23% 91
2024
Q4
$963K Buy
940
+4
+0.4% +$4.06K 0.25% 77
2024
Q3
$889K Sell
936
-100
-10% -$86.5K 0.23% 97
2024
Q2
$816K Buy
1,036
+10
+1% +$7.8K 0.22% 95
2024
Q1
$856K Sell
1,026
-21
-2% -$16.9K 0.24% 89
2023
Q4
$850K Buy
1,047
+67
+7% +$46.8K 0.27% 78
2023
Q3
$634K Buy
980
+8
+0.8% +$5.59K 0.23% 93
2023
Q2
$672K Buy
972
+288
+42% +$193K 0.25% 92
2023
Q1
$458K Buy
684
+32
+5% +$22.5K 0.19% 123
2022
Q4
$462K Buy
652
+18
+3% +$12K 0.22% 115
2022
Q3
$350K Sell
634
-16
-2% -$10.5K 0.17% 143
2022
Q2
$396K Sell
650
-11
-2% -$7.16K 0.19% 138
2022
Q1
$506K Buy
+661
New +$516K 0.2% 131

Other funds holding BLK

L.M. Kohn & Company's BLK Position: Q3 2025 in Review

L.M. Kohn & Company reduced its Blackrock (BLK) stake by 59% in Q3 2025, selling an estimated $595K and leaving 375 shares worth $437K. The position accounts for 0.53% of the portfolio, ranked #55.

L.M. Kohn & Company first reported a position in BLK in Q1 2022 and has held it in 15 quarters since. The position peaked at $963K in Q4 2024. 2,281 funds tracked by Wall St. Rank hold BLK as of Q3 2025.

  • L.M. Kohn & Company held 375 shares of Blackrock worth $437K as of Q3 2025.
  • L.M. Kohn & Company sold 532 Blackrock shares in Q3 2025, an estimated $595K.
  • Blackrock made up 0.53% of L.M. Kohn & Company's portfolio in Q3 2025, its #55 holding.
  • L.M. Kohn & Company first reported a position in Blackrock in Q1 2022 and has held it in 15 quarters since.
  • L.M. Kohn & Company's Blackrock position peaked at $963K in Q4 2024.
  • 2,281 funds tracked by Wall St. Rank held Blackrock as of Q3 2025.

Based on L.M. Kohn & Company's 13F filing for Q3 2025, filed 4 Nov 2025.