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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

LeConte Wealth Management's BLK Position: Q1 2026 in Review

LeConte Wealth Management reduced its Blackrock (BLK) stake by 1% in Q1 2026, selling an estimated $3.16K and leaving 297 shares worth $286K. The position accounts for 0.18% of the portfolio, ranked #98.

LeConte Wealth Management first reported a position in BLK in Q2 2025 and has held it in 4 quarters since. The position peaked at $344K in Q3 2025. 2,321 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • LeConte Wealth Management held 297 shares of Blackrock worth $286K as of Q1 2026.
  • LeConte Wealth Management sold 3 Blackrock shares in Q1 2026, an estimated $3.16K.
  • Blackrock made up 0.18% of LeConte Wealth Management's portfolio in Q1 2026, its #98 holding.
  • LeConte Wealth Management first reported a position in Blackrock in Q2 2025 and has held it in 4 quarters since.
  • LeConte Wealth Management's Blackrock position peaked at $344K in Q3 2025.
  • 2,321 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on LeConte Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.