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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
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 $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

Liberty One Investment Management's BLK Position: Q1 2026 in Review

Liberty One Investment Management increased its Blackrock (BLK) stake by 31% in Q1 2026, buying an estimated $1.2M and bringing the position to 4,861 shares worth $4.67M. The position accounts for 0.48% of the portfolio, ranked #61.

Liberty One Investment Management first reported a position in BLK in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.87M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Liberty One Investment Management held 4,861 shares of Blackrock worth $4.67M as of Q1 2026.
  • Liberty One Investment Management bought 1,141 Blackrock shares in Q1 2026, an estimated $1.2M.
  • Blackrock made up 0.48% of Liberty One Investment Management's portfolio in Q1 2026, its #61 holding.
  • Liberty One Investment Management first reported a position in Blackrock in Q4 2019 and has held it in 26 quarters since.
  • Liberty One Investment Management's Blackrock position peaked at $7.87M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Liberty One Investment Management's 13F filing for Q1 2026, filed 14 May 2026.