LWM
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Lodestone Wealth Management’s Blackrock BLK Stock Holding History

Lodestone 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
Q2 		$92.3K Sell
96
-11
-10% -$11.4K 0.03% 244
2026
Q1 		$103K Hold
107
– – 0.04% 217
2025
Q4 		$115K Buy
+107
New +$117K 0.05% 205
2024
Q1 		– Sell
-249
Closed -$202K – 149
2023
Q4 		$202K Buy
+249
New +$174K 0.12% 140
2023
Q1 		– Sell
-293
Closed -$208K – 125
2022
Q4 		$208K Buy
+293
New +$196K 0.17% 115

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

Lodestone Wealth Management's BLK Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Blackrock (BLK) stake by 10% in Q2 2026, selling an estimated $11.4K and leaving 96 shares worth $92.3K. The position accounts for 0.03% of the portfolio, ranked #244.

Lodestone Wealth Management first reported a position in BLK in Q4 2022 and has held it in 5 quarters since. The position peaked at $208K in Q4 2022. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Lodestone Wealth Management held 96 shares of Blackrock worth $92.3K as of Q2 2026.
  • Lodestone Wealth Management sold 11 Blackrock shares in Q2 2026, an estimated $11.4K.
  • Blackrock made up 0.03% of Lodestone Wealth Management's portfolio in Q2 2026, its #244 holding.
  • Lodestone Wealth Management first reported a position in Blackrock in Q4 2022 and has held it in 5 quarters since.
  • Lodestone Wealth Management's Blackrock position peaked at $208K in Q4 2022.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.