LVW Advisors’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $853K | Buy |
887
+156
| +21% | +$161K | 0.07% | 148 |
|
|
2026
Q1 | $703K | Buy |
731
+146
| +25% | +$154K | 0.07% | 149 |
|
|
2025
Q4 | $626K | Buy |
585
+8
| +1% | +$8.75K | 0.06% | 156 |
|
|
2025
Q3 | $673K | Buy |
577
+2
| +0.3% | +$2.24K | 0.07% | 150 |
|
|
2025
Q2 | $603K | Buy |
575
+11
| +2% | +$10.4K | 0.07% | 169 |
|
|
2025
Q1 | $534K | Sell |
564
-48
| -8% | -$47K | 0.06% | 164 |
|
|
2024
Q4 | $627K | Sell |
612
-70
| -10% | -$71K | 0.08% | 160 |
|
|
2024
Q3 | $648K | Buy |
682
+18
| +3% | +$15.6K | 0.08% | 155 |
|
|
2024
Q2 | $523K | Buy |
664
+231
| +53% | +$180K | 0.08% | 164 |
|
|
2024
Q1 | $361K | Buy |
433
+12
| +3% | +$9.64K | 0.06% | 208 |
|
|
2023
Q4 | $342K | Sell |
421
-87
| -17% | -$60.7K | 0.06% | 192 |
|
|
2023
Q3 | $328K | Sell |
508
-33
| -6% | -$23.1K | 0.07% | 164 |
|
|
2023
Q2 | $374K | Sell |
541
-365
| -40% | -$244K | 0.07% | 149 |
|
|
2023
Q1 | $606K | Sell |
906
-295
| -25% | -$208K | 0.12% | 125 |
|
|
2022
Q4 | $851K | Sell |
1,201
-95
| -7% | -$63.4K | 0.17% | 95 |
|
|
2022
Q3 | $713K | Hold |
1,296
| – | – | 0.16% | 98 |
|
|
2022
Q2 | $789K | Sell |
1,296
-23
| -2% | -$15K | 0.16% | 93 |
|
|
2022
Q1 | $1.01M | Sell |
1,319
-2
| -0.2% | -$1.56K | 0.17% | 89 |
|
|
2021
Q4 | $1.21M | Sell |
1,321
-12
| -0.9% | -$11K | 0.21% | 80 |
|
|
2021
Q3 | $1.12M | Buy |
1,333
+35
| +3% | +$31.4K | 0.19% | 83 |
|
|
2021
Q2 | $1.14M | Buy |
1,298
+19
| +1% | +$16K | 0.2% | 81 |
|
|
2021
Q1 | $964K | Buy |
1,279
+419
| +49% | +$304K | 0.19% | 89 |
|
|
2020
Q4 | $621K | Buy |
860
+288
| +50% | +$191K | 0.12% | 101 |
|
|
2020
Q3 | $322K | Buy |
572
+107
| +23% | +$61K | 0.07% | 145 |
|
|
2020
Q2 | $253K | Sell |
465
-5
| -1% | -$2.52K | 0.06% | 159 |
|
|
2020
Q1 | $207K | Buy |
+470
| New | +$232K | 0.06% | 150 |
|
|
2019
Q2 | – | Sell |
-1,488
| Closed | -$636K | – | 164 |
|
|
2019
Q1 | $636K | Buy |
1,488
+339
| +30% | +$142K | 0.17% | 82 |
|
|
2018
Q4 | $451K | Sell |
1,149
-2,134
| -65% | -$874K | 0.15% | 83 |
|
|
2018
Q3 | $1.55M | Buy |
3,283
+10
| +0.3% | +$4.86K | 0.43% | 49 |
|
|
2018
Q2 | $1.63M | Sell |
3,273
-85
| -3% | -$44.9K | 0.52% | 44 |
|
|
2018
Q1 | $1.82M | Buy |
3,358
+43
| +1% | +$23.6K | 0.56% | 42 |
|
|
2017
Q4 | $1.7M | Buy |
3,315
+858
| +35% | +$417K | 0.5% | 43 |
|
|
2017
Q3 | $1.1M | Buy |
+2,457
| New | +$1.05M | 0.44% | 46 |
|
Other funds holding BLK
SP
MG
GAM
CS
LVW Advisors's BLK Position: Q2 2026 in Review
LVW Advisors increased its Blackrock (BLK) stake by 21% in Q2 2026, buying an estimated $161K and bringing the position to 887 shares worth $853K. The position accounts for 0.07% of the portfolio, ranked #148.
LVW Advisors first reported a position in BLK in Q3 2017 and has held it in 33 quarters since. The position peaked at $1.82M in Q1 2018. 1,064 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- LVW Advisors held 887 shares of Blackrock worth $853K as of Q2 2026.
- LVW Advisors bought 156 Blackrock shares in Q2 2026, an estimated $161K.
- Blackrock made up 0.07% of LVW Advisors's portfolio in Q2 2026, its #148 holding.
- LVW Advisors first reported a position in Blackrock in Q3 2017 and has held it in 33 quarters since.
- LVW Advisors's Blackrock position peaked at $1.82M in Q1 2018.
- 1,064 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.