Longfellow Investment Management’s Blackrock BLK Stock Holding History

Longfellow 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	$2.26M	Buy	2,355 +1,167	+98%	+$1.23M	0.47%	41
2025 Q4	$1.27M	Buy	1,188 +254	+27%	+$278K	0.29%	58
2025 Q3	$1.09M	Hold	934	–	–	0.26%	66
2025 Q2	$980K	Buy	934 +3	+0.3%	+$2.84K	0.24%	74
2025 Q1	$881K	Buy	+931	New	+$912K	0.22%	65
2022 Q4	–	Sell	-529	Closed	-$291K	–	280
2022 Q3	$291K	Hold	529	–	–	0.06%	164
2022 Q2	$323K	Hold	529	–	–	0.07%	165
2022 Q1	$405K	Buy	529 +526	+17,533%	+$411K	0.07%	174
2021 Q4	$3K	Hold	3	–	–	﹤0.01%	320
2021 Q3	$3K	Hold	3	–	–	﹤0.01%	348
2021 Q2	$3K	Sell	3 -2,292	-100%	-$1.94M	﹤0.01%	361
2021 Q1	$1.73M	Sell	2,295 -338	-13%	-$245K	0.21%	124
2020 Q4	$1.9M	Buy	+2,633	New	+$1.75M	0.23%	118

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Longfellow Investment Management's BLK Position: Q1 2026 in Review

Longfellow Investment Management increased its Blackrock (BLK) stake by 98% in Q1 2026, buying an estimated $1.23M and bringing the position to 2,355 shares worth $2.26M. The position accounts for 0.47% of the portfolio, ranked #41.

Longfellow Investment Management first reported a position in BLK in Q4 2020 and has held it in 13 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Longfellow Investment Management held 2,355 shares of Blackrock worth $2.26M as of Q1 2026.
Longfellow Investment Management bought 1,167 Blackrock shares in Q1 2026, an estimated $1.23M.
Blackrock made up 0.47% of Longfellow Investment Management's portfolio in Q1 2026, its #41 holding.
Longfellow Investment Management first reported a position in Blackrock in Q4 2020 and has held it in 13 quarters since.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

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