LeConte Wealth Management’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$365K Buy
345
+67
+24% +$73.2K 0.2% 97
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

LeConte Wealth Management's BLK Position: Q3 2026 in Review

LeConte Wealth Management increased its Blackrock (BLK) stake by 24% in Q3 2026, buying an estimated $73.2K and bringing the position to 345 shares worth $365K. The position accounts for 0.2% of the portfolio, ranked #97.

LeConte Wealth Management first reported a position in BLK in Q2 2025 and has held it in 6 quarters since. 1,534 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • LeConte Wealth Management held 345 shares of Blackrock worth $365K as of Q3 2026.
  • LeConte Wealth Management bought 67 Blackrock shares in Q3 2026, an estimated $73.2K.
  • Blackrock made up 0.2% of LeConte Wealth Management's portfolio in Q3 2026, its #97 holding.
  • LeConte Wealth Management first reported a position in Blackrock in Q2 2025 and has held it in 6 quarters since.
  • 1,534 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.