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Liberty One Investment Management’s Blackrock BLK Stock Holding History

Liberty One Investment 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
Q2 		$5.28M Buy
5,494
+633
+13% +$655K 0.53% 61
2026
Q1 		$4.67M Buy
4,861
+1,141
+31% +$1.2M 0.48% 61
2025
Q4 		$3.98M Sell
3,720
-3,028
-45% -$3.31M 0.51% 53
2025
Q3 		$7.87M Buy
6,748
+1,529
+29% +$1.71M 0.44% 38
2025
Q2 		$5.48M Sell
5,219
-251
-5% -$237K 0.55% 42
2025
Q1 		$5.18M Buy
5,470
+212
+4% +$208K 0.52% 46
2024
Q4 		$5.39M Buy
5,258
+179
+4% +$182K 0.58% 38
2024
Q3 		$4.82M Buy
5,079
+226
+5% +$196K 0.49% 43
2024
Q2 		$3.82M Buy
4,853
+383
+9% +$299K 0.43% 52
2024
Q1 		$3.73M Buy
4,470
+229
+5% +$184K 0.42% 50
2023
Q4 		$3.44M Buy
4,241
+229
+6% +$160K 0.42% 43
2023
Q3 		$2.59M Buy
4,012
+223
+6% +$156K 0.38% 51
2023
Q2 		$2.62M Buy
3,789
+231
+6% +$155K 0.34% 51
2023
Q1 		$2.38M Buy
3,558
+337
+10% +$237K 0.32% 59
2022
Q4 		$2.28M Buy
3,221
+299
+10% +$200K 0.33% 55
2022
Q3 		$1.61M Buy
2,922
+556
+23% +$364K 0.26% 69
2022
Q2 		$2.07M Sell
2,366
-120
-5% -$78.1K 0.35% 43
2022
Q1 		$1.9M Buy
2,486
+162
+7% +$127K 0.29% 63
2021
Q4 		$2.13M Buy
2,324
+54
+2% +$49.3K 0.32% 53
2021
Q3 		$1.9M Sell
2,270
-96
-4% -$86K 0.33% 46
2021
Q2 		$2.07M Sell
2,366
-34
-1% -$28.7K 0.35% 43
2021
Q1 		$1.81M Sell
2,400
-58
-2% -$42.1K 0.32% 46
2020
Q4 		$1.77M Buy
2,458
+21
+0.9% +$13.9K 0.33% 41
2020
Q3 		$1.37M Sell
2,437
-33
-1% -$18.8K 0.28% 50
2020
Q2 		$1.34M Buy
2,470
+10
+0.4% +$5.05K 0.3% 44
2020
Q1 		$1.08M Buy
2,460
+23
+0.9% +$11.3K 0.28% 48
2019
Q4 		$1.23M Buy
+2,437
New +$1.16M 0.27% 56

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

Liberty One Investment Management's BLK Position: Q2 2026 in Review

Liberty One Investment Management increased its Blackrock (BLK) stake by 13% in Q2 2026, buying an estimated $655K and bringing the position to 5,494 shares worth $5.28M. The position accounts for 0.53% of the portfolio, ranked #61.

Liberty One Investment Management first reported a position in BLK in Q4 2019 and has held it in 27 quarters since. The position peaked at $7.87M in Q3 2025. 2,333 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Liberty One Investment Management held 5,494 shares of Blackrock worth $5.28M as of Q2 2026.
  • Liberty One Investment Management bought 633 Blackrock shares in Q2 2026, an estimated $655K.
  • Blackrock made up 0.53% of Liberty One Investment Management's portfolio in Q2 2026, its #61 holding.
  • Liberty One Investment Management first reported a position in Blackrock in Q4 2019 and has held it in 27 quarters since.
  • Liberty One Investment Management's Blackrock position peaked at $7.87M in Q3 2025.
  • 2,333 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Liberty One Investment Management's 13F filing for Q2 2026, filed 13 Aug 2026.