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Liberty Wealth Management’s Blackrock BLK Stock Holding History

Liberty Wealth 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 		– Sell
-218
Closed -$234K – 268
2025
Q4 		$234K Buy
218
+13
+6% +$14.2K 0.03% 222
2025
Q3 		$239K Buy
+205
New +$229K 0.03% 214
2021
Q4 		– Sell
-220
Closed -$192K – 278
2021
Q3 		$192K Buy
220
+74
+51% +$66.3K 0.07% 173
2021
Q2 		$128K Buy
146
+32
+28% +$27K 0.05% 185
2021
Q1 		$81K Hold
114
– – 0.04% 208
2020
Q4 		$81K Buy
114
+34
+43% +$22.5K 0.04% 206
2020
Q3 		$45K Sell
80
-4
-5% -$2.28K 0.03% 248
2020
Q2 		$45K Buy
84
+1
+1% +$505 0.03% 232
2020
Q1 		$37K Sell
83
-46
-36% -$22.7K 0.03% 244
2019
Q4 		$65K Sell
129
-4
-3% -$1.9K 0.05% 213
2019
Q3 		$59K Buy
133
+19
+17% +$8.46K 0.06% 203
2019
Q2 		$54K Buy
114
+1
+0.9% +$452 0.05% 236
2019
Q1 		$48K Sell
113
-12
-10% -$5.03K 0.04% 207
2018
Q4 		$49K Buy
+125
New +$51.2K 0.04% 186

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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 Wealth Management's BLK Position: Q1 2026 in Review

Liberty Wealth Management sold out of Blackrock (BLK) in Q1 2026, closing a stake of 218 shares — an estimated $234K sold.

Liberty Wealth Management first reported a position in BLK in Q4 2018 and held it in 14 quarters. The position peaked at $239K in Q3 2025. 2,334 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Liberty Wealth Management reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
  • Liberty Wealth Management sold 218 Blackrock shares in Q1 2026, an estimated $234K.
  • Liberty Wealth Management first reported a position in Blackrock in Q4 2018 and held it in 14 quarters.
  • Liberty Wealth Management's Blackrock position peaked at $239K in Q3 2025.
  • 2,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Liberty Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.