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Larry Mathis Financial Planning’s Blackrock BLK Stock Holding History

Larry Mathis 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
2026
Q2 		$359K Sell
373
-52
-12% -$53.8K 0.27% 90
2026
Q1 		$409K Sell
425
-11
-3% -$11.6K 0.37% 70
2025
Q4 		$467K Buy
+436
New +$477K 0.41% 71

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Larry Mathis Financial Planning's BLK Position: Q2 2026 in Review

Larry Mathis Financial Planning reduced its Blackrock (BLK) stake by 12% in Q2 2026, selling an estimated $53.8K and leaving 373 shares worth $359K. The position accounts for 0.27% of the portfolio, ranked #90.

Larry Mathis Financial Planning first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. The position peaked at $467K in Q4 2025. 2,316 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Larry Mathis Financial Planning held 373 shares of Blackrock worth $359K as of Q2 2026.
  • Larry Mathis Financial Planning sold 52 Blackrock shares in Q2 2026, an estimated $53.8K.
  • Blackrock made up 0.27% of Larry Mathis Financial Planning's portfolio in Q2 2026, its #90 holding.
  • Larry Mathis Financial Planning first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • Larry Mathis Financial Planning's Blackrock position peaked at $467K in Q4 2025.
  • 2,316 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Larry Mathis Financial Planning's 13F filing for Q2 2026, filed 17 Jul 2026.