Lane & Associates’s Blackrock BLK Stock Holding History

Lane & Associates’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	$285K	Sell	302 -110	-27%	-$108K	0.15%	98
2024 Q4	$443K	Sell	412 -77	-16%	-$78.1K	0.23%	73
2024 Q3	$465K	Sell	489 -7	-1%	-$6.06K	0.25%	69
2024 Q2	$390K	Buy	496 +33	+7%	+$25.7K	0.23%	77
2024 Q1	$386K	Sell	463 -203	-30%	-$163K	0.24%	74
2023 Q4	$540K	Sell	666 -53	-7%	-$37K	0.39%	54
2023 Q3	$465K	Buy	719 +23	+3%	+$16.1K	0.37%	56
2023 Q2	$481K	Buy	696 +28	+4%	+$18.8K	0.38%	52
2023 Q1	$447K	Buy	668 +25	+4%	+$17.6K	0.4%	53
2022 Q4	$455K	Buy	+643	New	+$429K	0.43%	50

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 Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Lane & Associates's BLK Position: Q1 2025 in Review

Lane & Associates reduced its Blackrock (BLK) stake by 27% in Q1 2025, selling an estimated $108K and leaving 302 shares worth $285K. The position accounts for 0.15% of the portfolio, ranked #98.

Lane & Associates first reported a position in BLK in Q4 2022 and has held it in 10 quarters since. The position peaked at $540K in Q4 2023. 2,196 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

Lane & Associates held 302 shares of Blackrock worth $285K as of Q1 2025.
Lane & Associates sold 110 Blackrock shares in Q1 2025, an estimated $108K.
Blackrock made up 0.15% of Lane & Associates's portfolio in Q1 2025, its #98 holding.
Lane & Associates first reported a position in Blackrock in Q4 2022 and has held it in 10 quarters since.
Lane & Associates's Blackrock position peaked at $540K in Q4 2023.
2,196 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on Lane & Associates's 13F filing for Q1 2025, filed 1 May 2025.