LWM Advisory Services’s Blackrock BLK Stock Holding History

LWM Advisory Services’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	$463K	Hold	481	–	–	0.83%	40
2026 Q1	$463K	Buy	481 +5	+1%	+$5.26K	0.49%	45
2025 Q4	$509K	Sell	476 -403	-46%	-$441K	0.3%	50
2025 Q3	$1.02M	Buy	879 +3	+0.3%	+$3.35K	0.6%	34
2025 Q2	$919K	Hold	876	–	–	0.63%	32
2025 Q1	$829K	Hold	876	–	–	0.58%	33
2024 Q4	$898K	Sell	876 -23	-3%	-$23.3K	0.62%	31
2024 Q3	$854K	Sell	899 -71	-7%	-$61.4K	0.63%	32
2024 Q2	$764K	Buy	970 +24	+3%	+$18.7K	0.64%	32
2024 Q1	$789K	Sell	946 -16	-2%	-$12.9K	0.63%	32
2023 Q4	$781K	Buy	962 +34	+4%	+$23.7K	0.69%	29
2023 Q3	$600K	Sell	928 -9	-1%	-$6.29K	0.64%	28
2023 Q2	$648K	Buy	937 +9	+1%	+$6.03K	0.68%	28
2023 Q1	$621K	Hold	928	–	–	0.66%	30
2022 Q4	$658K	Sell	928 -389	-30%	-$260K	0.73%	28
2022 Q3	$725K	Sell	1,317 -3	-0.2%	-$1.96K	0.82%	30
2022 Q2	$804K	Buy	1,320 +408	+45%	+$266K	0.96%	20
2022 Q1	$697K	Buy	912 +109	+14%	+$85.2K	0.87%	31
2021 Q4	$735K	Buy	+803	New	+$733K	0.91%	32

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

LWM Advisory Services's BLK Position: Q2 2026 in Review

LWM Advisory Services held its Blackrock (BLK) position steady in Q2 2026 at 481 shares worth $463K. The position accounts for 0.83% of the portfolio, ranked #40.

LWM Advisory Services first reported a position in BLK in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.02M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

LWM Advisory Services held 481 shares of Blackrock worth $463K as of Q2 2026.
LWM Advisory Services left its Blackrock share count unchanged in Q2 2026.
Blackrock made up 0.83% of LWM Advisory Services's portfolio in Q2 2026, its #40 holding.
LWM Advisory Services first reported a position in Blackrock in Q4 2021 and has held it in 19 quarters since.
LWM Advisory Services's Blackrock position peaked at $1.02M in Q3 2025.
2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on LWM Advisory Services's 13F filing for Q2 2026, filed 3 Aug 2026.