LWM
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LeConte Wealth Management’s Blackrock BLK Stock Holding History

LeConte Wealth Management’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 		$267K Sell
278
-19
-6% -$19.6K 0.15% 120
2026
Q1 		$286K Sell
297
-3
-1% -$3.16K 0.18% 98
2025
Q4 		$321K Buy
300
+5
+2% +$5.47K 0.21% 76
2025
Q3 		$344K Buy
295
+62
+27% +$69.3K 0.23% 68
2025
Q2 		$244K Buy
+233
New +$220K 0.17% 82

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

LeConte Wealth Management's BLK Position: Q2 2026 in Review

LeConte Wealth Management reduced its Blackrock (BLK) stake by 6.4% in Q2 2026, selling an estimated $19.6K and leaving 278 shares worth $267K. The position accounts for 0.15% of the portfolio, ranked #120.

LeConte Wealth Management first reported a position in BLK in Q2 2025 and has held it in 5 quarters since. The position peaked at $344K in Q3 2025. 2,329 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • LeConte Wealth Management held 278 shares of Blackrock worth $267K as of Q2 2026.
  • LeConte Wealth Management sold 19 Blackrock shares in Q2 2026, an estimated $19.6K.
  • Blackrock made up 0.15% of LeConte Wealth Management's portfolio in Q2 2026, its #120 holding.
  • LeConte Wealth Management first reported a position in Blackrock in Q2 2025 and has held it in 5 quarters since.
  • LeConte Wealth Management's Blackrock position peaked at $344K in Q3 2025.
  • 2,329 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on LeConte Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.