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Lakeshore Financial Planning’s Blackrock BLK Stock Holding History

Lakeshore Financial Planning’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
Q1 		– Sell
-260
Closed -$268K – 79
2024
Q4 		$268K Sell
260
-16
-6% -$16.2K 0.11% 57
2024
Q3 		$263K Hold
276
– – 0.12% 56
2024
Q2 		$218K Buy
276
+1
+0.4% +$780 0.11% 61
2024
Q1 		$230K Sell
275
-1
-0.4% -$803 0.12% 59
2023
Q4 		$224K Sell
276
-125
-31% -$87.3K 0.12% 52
2023
Q3 		$259K Buy
+401
New +$280K 0.15% 50

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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 World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lakeshore Financial Planning's BLK Position: Q1 2025 in Review

Lakeshore Financial Planning sold out of Blackrock (BLK) in Q1 2025, closing a stake of 260 shares — an estimated $268K sold.

Lakeshore Financial Planning first reported a position in BLK in Q3 2023 and held it in 6 quarters. The position peaked at $268K in Q4 2024. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • Lakeshore Financial Planning reported no remaining Blackrock position as of Q1 2025 after selling out during the quarter.
  • Lakeshore Financial Planning sold 260 Blackrock shares in Q1 2025, an estimated $268K.
  • Lakeshore Financial Planning first reported a position in Blackrock in Q3 2023 and held it in 6 quarters.
  • Lakeshore Financial Planning's Blackrock position peaked at $268K in Q4 2024.
  • 2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Lakeshore Financial Planning's 13F filing for Q1 2025, filed 15 May 2025.