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LRI Investments’s Blackrock BLK Stock Holding History

LRI Investments’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 		$684K Buy
711
+3
+0.4% +$3.1K 0.06% 159
2026
Q1 		$681K Buy
708
+144
+26% +$152K 0.06% 147
2025
Q4 		$604K Hold
564
– – 0.05% 158
2025
Q3 		$658K Sell
564
-18
-3% -$20.1K 0.05% 157
2025
Q2 		$611K Hold
582
– – 0.05% 157
2025
Q1 		$551K Hold
582
– – 0.05% 155
2024
Q4 		$597K Sell
582
-15
-3% -$15.2K 0.06% 122
2024
Q3 		$625K Sell
597
-25
-4% -$21.6K 0.06% 128
2024
Q2 		$490K Buy
622
+538
+640% +$420K 0.06% 112
2024
Q1 		$70K Buy
+84
New +$67.5K 0.02% 241

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

LRI Investments's BLK Position: Q2 2026 in Review

LRI Investments increased its Blackrock (BLK) stake by 0.42% in Q2 2026, buying an estimated $3.1K and bringing the position to 711 shares worth $684K. The position accounts for 0.06% of the portfolio, ranked #159.

LRI Investments first reported a position in BLK in Q1 2024 and has held it in 10 quarters since. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • LRI Investments held 711 shares of Blackrock worth $684K as of Q2 2026.
  • LRI Investments bought 3 Blackrock shares in Q2 2026, an estimated $3.1K.
  • Blackrock made up 0.06% of LRI Investments's portfolio in Q2 2026, its #159 holding.
  • LRI Investments first reported a position in Blackrock in Q1 2024 and has held it in 10 quarters since.
  • 2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.