LVM Capital Management’s Blackrock BLK Stock Holding History

LVM Capital 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	$240K	Hold	250	–	–	0.02%	149
2026 Q1	$240K	Hold	250	–	–	0.02%	143
2025 Q4	$268K	Hold	250	–	–	0.02%	135
2025 Q3	$291K	Hold	250	–	–	0.03%	134
2025 Q2	$262K	Buy	250 +35	+16%	+$33.1K	0.03%	134
2025 Q1	$203K	Hold	215	–	–	0.02%	144
2024 Q4	$220K	Buy	+215	New	+$218K	0.02%	144
2024 Q1	–	Sell	-250	Closed	-$203K	–	137
2023 Q4	$203K	Buy	+250	New	+$175K	0.03%	138
2023 Q1	–	Sell	-389	Closed	-$276K	–	140
2022 Q4	$276K	Hold	389	–	–	0.04%	115
2022 Q3	$214K	Buy	389 +36	+10%	+$23.6K	0.03%	123
2022 Q2	$215K	Hold	353	–	–	0.03%	125
2022 Q1	$270K	Hold	353	–	–	0.04%	120
2021 Q4	$323K	Hold	353	–	–	0.04%	101
2021 Q3	$296K	Buy	+353	New	+$316K	0.04%	105

Other funds holding BLK

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

GAM

Guinness Asset Management London, United Kingdom $5.91B AUM 21.44% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CapitalatWork SA Auderghem $3.99B AUM

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

LVM Capital Management's BLK Position: Q2 2026 in Review

LVM Capital Management held its Blackrock (BLK) position steady in Q2 2026 at 250 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #149.

LVM Capital Management first reported a position in BLK in Q3 2021 and has held it in 14 quarters since. The position peaked at $323K in Q4 2021. 1,066 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

LVM Capital Management held 250 shares of Blackrock worth $240K as of Q2 2026.
LVM Capital Management left its Blackrock share count unchanged in Q2 2026.
Blackrock made up 0.02% of LVM Capital Management's portfolio in Q2 2026, its #149 holding.
LVM Capital Management first reported a position in Blackrock in Q3 2021 and has held it in 14 quarters since.
LVM Capital Management's Blackrock position peaked at $323K in Q4 2021.
1,066 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on LVM Capital Management's 13F filing for Q2 2026, filed 9 Jul 2026.