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

L.M. Kohn & Company’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
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return