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LM Advisors’s Blackrock BLK Stock Holding History

LM 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 		$769K Sell
800
-184
-19% -$190K 0.09% 125
2026
Q1 		$1.02K Sell
984
-238
-19% -$250K 0.02% 201
2025
Q4 		$1.14K Buy
1,222
+84
+7% +$91.8K 0.02% 198
2025
Q3 		$1.33M Hold
1,138
– – 0.19% 80
2025
Q2 		$1.19M Buy
1,138
+278
+32% +$263K 0.15% 72
2025
Q1 		$814K Buy
860
+3
+0.4% +$2.94K 0.15% 114
2024
Q4 		$879K Sell
857
-268
-24% -$272K 0.16% 93
2024
Q3 		$1.07M Hold
1,125
– – 0.22% 74
2024
Q2 		$886K Buy
1,125
+333
+42% +$260K ﹤0.01% 98
2024
Q1 		$661K Buy
792
+565
+249% +$454K 0.1% 117
2023
Q4 		$185K Buy
+227
New +$158K 0.04% 203

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

LM Advisors's BLK Position: Q2 2026 in Review

LM Advisors reduced its Blackrock (BLK) stake by 19% in Q2 2026, selling an estimated $190K and leaving 800 shares worth $769K. The position accounts for 0.09% of the portfolio, ranked #125.

LM Advisors first reported a position in BLK in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.33M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • LM Advisors held 800 shares of Blackrock worth $769K as of Q2 2026.
  • LM Advisors sold 184 Blackrock shares in Q2 2026, an estimated $190K.
  • Blackrock made up 0.09% of LM Advisors's portfolio in Q2 2026, its #125 holding.
  • LM Advisors first reported a position in Blackrock in Q4 2023 and has held it in 11 quarters since.
  • LM Advisors's Blackrock position peaked at $1.33M in Q3 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.