LWA
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Lineweaver Wealth Advisors’s Blackrock BLK Stock Holding History

Lineweaver Wealth Advisors’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 		$3.91M Sell
4,068
-241
-6% -$249K 0.46% 50
2026
Q1 		$4.14M Buy
4,309
+153
+4% +$161K 0.56% 41
2025
Q4 		$4.45M Buy
4,156
+255
+7% +$279K 0.6% 36
2025
Q3 		$4.55M Sell
3,901
-122
-3% -$136K 0.67% 33
2025
Q2 		$4.22M Buy
4,023
+351
+10% +$332K 0.67% 34
2025
Q1 		$3.49M Buy
3,672
+676
+23% +$663K 0.59% 37
2024
Q4 		$3.09M Buy
2,996
+307
+11% +$312K 0.57% 39
2024
Q3 		$2.57M Buy
2,689
+93
+4% +$80.5K 0.49% 41
2024
Q2 		$2.05M Buy
2,596
+180
+7% +$140K 0.43% 43
2024
Q1 		$2.03M Buy
2,416
+53
+2% +$42.6K 0.48% 42
2023
Q4 		$1.92M Buy
2,363
+190
+9% +$133K 0.5% 42
2023
Q3 		$1.41M Buy
2,173
+30
+1% +$21K 0.41% 49
2023
Q2 		$1.49M Buy
2,143
+70
+3% +$46.9K 0.42% 49
2023
Q1 		$1.39M Buy
2,073
+37
+2% +$26.1K 0.43% 55
2022
Q4 		$1.45M Sell
2,036
-193
-9% -$129K 0.44% 48
2022
Q3 		$1.23M Buy
2,229
+257
+13% +$168K 0.4% 53
2022
Q2 		$1.2M Buy
1,972
+95
+5% +$61.9K 0.4% 50
2022
Q1 		$1.43M Buy
1,877
+827
+79% +$646K 0.41% 49
2021
Q4 		$961K Buy
1,050
+50
+5% +$45.6K 0.28% 60
2021
Q3 		$839K Buy
1,000
+55
+6% +$49.3K 0.26% 58
2021
Q2 		$826K Buy
945
+126
+15% +$106K 0.27% 55
2021
Q1 		$618K Buy
819
+276
+51% +$200K 0.22% 59
2020
Q4 		$392K Buy
+543
New +$360K 0.15% 62

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

Lineweaver Wealth Advisors's BLK Position: Q2 2026 in Review

Lineweaver Wealth Advisors reduced its Blackrock (BLK) stake by 5.6% in Q2 2026, selling an estimated $249K and leaving 4,068 shares worth $3.91M. The position accounts for 0.46% of the portfolio, ranked #50.

Lineweaver Wealth Advisors first reported a position in BLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.55M in Q3 2025. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Lineweaver Wealth Advisors held 4,068 shares of Blackrock worth $3.91M as of Q2 2026.
  • Lineweaver Wealth Advisors sold 241 Blackrock shares in Q2 2026, an estimated $249K.
  • Blackrock made up 0.46% of Lineweaver Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • Lineweaver Wealth Advisors first reported a position in Blackrock in Q4 2020 and has held it in 23 quarters since.
  • Lineweaver Wealth Advisors's Blackrock position peaked at $4.55M in Q3 2025.
  • 2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Lineweaver Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.