Lederer & Associates Investment Counsel’s Blackrock BLK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.52M Sell
2,625
-48
-2% -$49.6K 1.66% 16
2026
Q1
$2.57M Hold
2,673
1.82% 13
2025
Q4
$2.86M Buy
2,673
+25
+0.9% +$27.3K 1.92% 11
2025
Q3
$3.09M Sell
2,648
-64
-2% -$71.5K 2% 11
2025
Q2
$2.85M Sell
2,712
-63
-2% -$59.6K 1.88% 11
2025
Q1
$2.63M Sell
2,775
-51
-2% -$50K 1.92% 10
2024
Q4
$2.9M Sell
2,826
-87
-3% -$88.3K 2.02% 11
2024
Q3
$2.77M Sell
2,913
-54
-2% -$46.7K 1.95% 10
2024
Q2
$2.34M Sell
2,967
-271
-8% -$211K 1.69% 12
2024
Q1
$2.7M Sell
3,238
-5
-0.2% -$4.02K 1.88% 11
2023
Q4
$2.63M Buy
3,243
+12
+0.4% +$8.38K 1.95% 11
2023
Q3
$2.09M Sell
3,231
-216
-6% -$151K 1.66% 15
2023
Q2
$2.38M Sell
3,447
-91
-3% -$61K 1.8% 13
2023
Q1
$2.37M Sell
3,538
-163
-4% -$115K 1.83% 11
2022
Q4
$2.62M Sell
3,701
-197
-5% -$132K 2.14% 9
2022
Q3
$2.15M Sell
3,898
-37
-0.9% -$24.2K 1.81% 13
2022
Q2
$2.4M Sell
3,935
-479
-11% -$312K 1.85% 12
2022
Q1
$3.37M Sell
4,414
-29
-0.7% -$22.7K 2.07% 9
2021
Q4
$4.07M Sell
4,443
-28
-0.6% -$25.6K 2.36% 6
2021
Q3
$3.75M Buy
4,471
+38
+0.9% +$34.1K 2.42% 6
2021
Q2
$3.88M Sell
4,433
-129
-3% -$109K 2.58% 5
2021
Q1
$3.44M Buy
4,562
+366
+9% +$266K 2.42% 5
2020
Q4
$3.03M Sell
4,196
-261
-6% -$173K 2.32% 9
2020
Q3
$2.51M Buy
4,457
+26
+0.6% +$14.8K 2.09% 12
2020
Q2
$2.41M Sell
4,431
-520
-11% -$263K 2.25% 13
2020
Q1
$2.18M Sell
4,951
-663
-12% -$327K 2.46% 8
2019
Q4
$2.82M Buy
5,614
+27
+0.5% +$12.8K 2.45% 7
2019
Q3
$2.49M Buy
5,587
+3
+0.1% +$1.34K 2.38% 9
2019
Q2
$2.62M Sell
5,584
-118
-2% -$53.4K 2.41% 7
2019
Q1
$2.44M Buy
5,702
+245
+4% +$103K 2.27% 8
2018
Q4
$2.14M Sell
5,457
-508
-9% -$208K 2.29% 10
2018
Q3
$2.81M Buy
5,965
+133
+2% +$64.7K 2.38% 4
2018
Q2
$2.91M Sell
5,832
-129
-2% -$68.2K 2.63% 4
2018
Q1
$3.23M Sell
5,961
-866
-13% -$475K 2.91% 3
2017
Q4
$3.51M Sell
6,827
-23
-0.3% -$11.2K 3.14% 3
2017
Q3
$3.06M Buy
6,850
+979
+17% +$418K 2.92% 3
2017
Q2
$2.48M Buy
5,871
+511
+10% +$204K 2.39% 7
2017
Q1
$2.06M Buy
5,360
+246
+5% +$94.1K 1.93% 15
2016
Q4
$1.95M Buy
+5,114
New +$1.88M 1.93% 19

Other funds holding BLK

Lederer & Associates Investment Counsel's BLK Position: Q2 2026 in Review

Lederer & Associates Investment Counsel reduced its Blackrock (BLK) stake by 1.8% in Q2 2026, selling an estimated $49.6K and leaving 2,625 shares worth $2.52M. The position accounts for 1.66% of the portfolio, ranked #16.

Lederer & Associates Investment Counsel first reported a position in BLK in Q4 2016 and has held it in 39 quarters since. The position peaked at $4.07M in Q4 2021. 1,122 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Lederer & Associates Investment Counsel held 2,625 shares of Blackrock worth $2.52M as of Q2 2026.
  • Lederer & Associates Investment Counsel sold 48 Blackrock shares in Q2 2026, an estimated $49.6K.
  • Blackrock made up 1.66% of Lederer & Associates Investment Counsel's portfolio in Q2 2026, its #16 holding.
  • Lederer & Associates Investment Counsel first reported a position in Blackrock in Q4 2016 and has held it in 39 quarters since.
  • Lederer & Associates Investment Counsel's Blackrock position peaked at $4.07M in Q4 2021.
  • 1,122 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Lederer & Associates Investment Counsel's 13F filing for Q2 2026, filed 10 Jul 2026.