LWMM
BLK icon

Legacy Wealth Management (Mississippi)’s Blackrock BLK Stock Holding History

Legacy Wealth Management (Mississippi)’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 		$582K Hold
605
– – 0.15% 73
2026
Q1 		$581K Buy
605
+1
+0.2% +$1.05K 0.17% 66
2025
Q4 		$646K Buy
604
+1
+0.2% +$1.09K 0.17% 57
2025
Q3 		$704K Hold
603
– – 0.21% 52
2025
Q2 		$633K Hold
603
– – 0.19% 56
2025
Q1 		$571K Hold
603
– – 0.19% 63
2024
Q4 		$618K Hold
603
– – 0.25% 58
2024
Q3 		$573K Buy
603
+103
+21% +$89.1K 0.21% 67
2024
Q2 		$394K Hold
500
– – 0.17% 62
2024
Q1 		$417K Sell
500
-28
-5% -$22.5K 0.19% 62
2023
Q4 		$429K Hold
528
– – 0.21% 65
2023
Q3 		$341K Sell
528
-23
-4% -$16.1K 0.18% 68
2023
Q2 		$381K Sell
551
-2
-0.4% -$1.34K 0.19% 66
2023
Q1 		$370K Hold
553
– – 0.2% 66
2022
Q4 		$392K Sell
553
-26
-4% -$17.4K 0.23% 64
2022
Q3 		$319K Sell
579
-297
-34% -$194K 0.22% 69
2022
Q2 		$534K Hold
876
– – 0.32% 62
2022
Q1 		$669K Hold
876
– – 0.35% 62
2021
Q4 		$802K Hold
876
– – 0.41% 57
2021
Q3 		$735K Hold
876
– – 0.39% 62
2021
Q2 		$766K Hold
876
– – 0.42% 56
2021
Q1 		$660K Sell
876
-20
-2% -$14.5K 0.4% 60
2020
Q4 		$647K Sell
896
-17
-2% -$11.3K 0.41% 57
2020
Q3 		$515K Buy
+913
New +$521K 0.35% 66

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

Legacy Wealth Management (Mississippi)'s BLK Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) held its Blackrock (BLK) position steady in Q2 2026 at 605 shares worth $582K. The position accounts for 0.15% of the portfolio, ranked #73.

Legacy Wealth Management (Mississippi) first reported a position in BLK in Q3 2020 and has held it in 24 quarters since. The position peaked at $802K in Q4 2021. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 605 shares of Blackrock worth $582K as of Q2 2026.
  • Legacy Wealth Management (Mississippi) left its Blackrock share count unchanged in Q2 2026.
  • Blackrock made up 0.15% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #73 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Blackrock in Q3 2020 and has held it in 24 quarters since.
  • Legacy Wealth Management (Mississippi)'s Blackrock position peaked at $802K in Q4 2021.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.