Lee Financial’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 | $1.27M | Sell |
1,324
-5
| -0.4% | -$5.17K | 0.16% | 65 |
|
|
2026
Q1 | $1.28M | Sell |
1,329
-7
| -0.5% | -$7.37K | 0.18% | 59 |
|
|
2025
Q4 | $1.43M | Sell |
1,336
-215
| -14% | -$235K | 0.19% | 57 |
|
|
2025
Q3 | $1.81M | Buy |
1,551
+47
| +3% | +$52.5K | 0.23% | 49 |
|
|
2025
Q2 | $1.58M | Buy |
1,504
+140
| +10% | +$132K | 0.23% | 52 |
|
|
2025
Q1 | $1.29M | Sell |
1,364
-320
| -19% | -$314K | 0.2% | 55 |
|
|
2024
Q4 | $1.73M | Sell |
1,684
-26
| -2% | -$26.4K | 0.24% | 46 |
|
|
2024
Q3 | $1.62M | Buy |
1,710
+57
| +3% | +$49.3K | 0.23% | 48 |
|
|
2024
Q2 | $1.3M | Sell |
1,653
-109
| -6% | -$85K | 0.21% | 50 |
|
|
2024
Q1 | $1.47M | Sell |
1,762
-9
| -0.5% | -$7.23K | 0.24% | 46 |
|
|
2023
Q4 | $1.44M | Buy |
1,771
+163
| +10% | +$114K | 0.25% | 43 |
|
|
2023
Q3 | $1.04M | Sell |
1,608
-112
| -7% | -$78.2K | 0.19% | 52 |
|
|
2023
Q2 | $1.19M | Buy |
1,720
+1,699
| +8,090% | +$1.14M | 0.21% | 54 |
|
|
2023
Q1 | $14.1K | Buy |
21
+15
| +250% | +$10.6K | ﹤0.01% | 366 |
|
|
2022
Q4 | $4.25K | Sell |
6
-7
| -54% | -$4.67K | ﹤0.01% | 575 |
|
|
2022
Q3 | $7K | Hold |
13
| – | – | ﹤0.01% | 489 |
|
|
2022
Q2 | $8K | Buy |
+13
| New | +$8.46K | ﹤0.01% | 479 |
|
|
2022
Q1 | – | Sell |
-127
| Closed | -$116K | – | 783 |
|
|
2021
Q4 | $116K | Buy |
+127
| New | +$116K | 0.02% | 178 |
|
|
2020
Q4 | – | Sell |
-5
| Closed | -$3K | – | 478 |
|
|
2020
Q3 | $3K | Hold |
5
| – | – | ﹤0.01% | 484 |
|
|
2020
Q2 | $3K | Hold |
5
| – | – | ﹤0.01% | 458 |
|
|
2020
Q1 | $2K | Sell |
5
-51
| -91% | -$25.1K | ﹤0.01% | 430 |
|
|
2019
Q4 | $28K | Hold |
56
| – | – | 0.01% | 228 |
|
|
2019
Q3 | $25K | Hold |
56
| – | – | 0.01% | 236 |
|
|
2019
Q2 | $26K | Hold |
56
| – | – | 0.01% | 239 |
|
|
2019
Q1 | $24K | Buy |
+56
| New | +$23.5K | 0.01% | 238 |
|
|
2018
Q3 | – | Sell |
-82
| Closed | -$41K | – | 497 |
|
|
2018
Q2 | $41K | Hold |
82
| – | – | 0.01% | 274 |
|
|
2018
Q1 | $44K | Sell |
82
-34
| -29% | -$18.7K | 0.01% | 269 |
|
|
2017
Q4 | $60K | Buy |
116
+58
| +100% | +$28.2K | 0.02% | 180 |
|
|
2017
Q3 | $26K | Hold |
58
| – | – | 0.01% | 220 |
|
|
2017
Q2 | $24K | Buy |
+58
| New | +$23.1K | 0.01% | 234 |
|
|
2017
Q1 | – | Sell |
-31
| Closed | -$11K | – | 408 |
|
|
2016
Q4 | $11K | Buy |
+31
| New | +$11.4K | 0.01% | 270 |
|
Other funds holding BLK
Lee Financial's BLK Position: Q2 2026 in Review
Lee Financial reduced its Blackrock (BLK) stake by 0.38% in Q2 2026, selling an estimated $5.17K and leaving 1,324 shares worth $1.27M. The position accounts for 0.16% of the portfolio, ranked #65.
Lee Financial first reported a position in BLK in Q4 2016 and has held it in 31 quarters since. The position peaked at $1.81M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- Lee Financial held 1,324 shares of Blackrock worth $1.27M as of Q2 2026.
- Lee Financial sold 5 Blackrock shares in Q2 2026, an estimated $5.17K.
- Blackrock made up 0.16% of Lee Financial's portfolio in Q2 2026, its #65 holding.
- Lee Financial first reported a position in Blackrock in Q4 2016 and has held it in 31 quarters since.
- Lee Financial's Blackrock position peaked at $1.81M in Q3 2025.
- 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on Lee Financial's 13F filing for Q2 2026, filed 22 Jul 2026.