Lyell Wealth Management’s Blackrock BLK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.18M | Buy |
8,501
+199
| +2% | +$209K | 0.6% | 54 |
|
|
2025
Q4 | $8.89M | Buy |
8,302
+474
| +6% | +$518K | 0.64% | 55 |
|
|
2025
Q3 | $9.13M | Buy |
7,828
+99
| +1% | +$111K | 0.68% | 54 |
|
|
2025
Q2 | $8.11M | Buy |
7,729
+458
| +6% | +$433K | 0.64% | 59 |
|
|
2025
Q1 | $6.88M | Buy |
7,271
+1,702
| +31% | +$1.67M | 0.64% | 58 |
|
|
2024
Q4 | $5.71M | Sell |
5,569
-27
| -0.5% | -$27.4K | 0.51% | 63 |
|
|
2024
Q3 | $5.31M | Sell |
5,596
-37
| -0.7% | -$32K | 0.48% | 64 |
|
|
2024
Q2 | $4.43M | Buy |
5,633
+114
| +2% | +$88.9K | 0.42% | 71 |
|
|
2024
Q1 | $4.6M | Buy |
5,519
+149
| +3% | +$120K | 0.47% | 71 |
|
|
2023
Q4 | $4.36M | Sell |
5,370
-71
| -1% | -$49.6K | 0.5% | 66 |
|
|
2023
Q3 | $3.52M | Sell |
5,441
-365
| -6% | -$255K | 0.47% | 68 |
|
|
2023
Q2 | $4.01M | Sell |
5,806
-60
| -1% | -$40.2K | 0.51% | 65 |
|
|
2023
Q1 | $3.92M | Sell |
5,866
-45
| -0.8% | -$31.7K | 0.55% | 64 |
|
|
2022
Q4 | $4.19M | Buy |
5,911
+16
| +0.3% | +$10.7K | 0.66% | 56 |
|
|
2022
Q3 | $3.24M | Buy |
5,895
+119
| +2% | +$77.9K | 0.55% | 66 |
|
|
2022
Q2 | $3.52M | Sell |
5,776
-162
| -3% | -$105K | 0.57% | 66 |
|
|
2022
Q1 | $4.54M | Sell |
5,938
-1,694
| -22% | -$1.32M | 0.58% | 65 |
|
|
2021
Q4 | $6.99M | Buy |
7,632
+971
| +15% | +$886K | 0.8% | 47 |
|
|
2021
Q3 | $5.59M | Buy |
6,661
+449
| +7% | +$402K | 0.68% | 54 |
|
|
2021
Q2 | $5.44M | Buy |
6,212
+404
| +7% | +$341K | 0.67% | 55 |
|
|
2021
Q1 | $4.38M | Buy |
5,808
+2,019
| +53% | +$1.46M | 0.64% | 60 |
|
|
2020
Q4 | $2.73M | Buy |
3,789
+3,106
| +455% | +$2.06M | 0.44% | 68 |
|
|
2020
Q3 | $385K | Hold |
683
| – | – | 0.07% | 104 |
|
|
2020
Q2 | $372K | Buy |
683
+18
| +3% | +$9.09K | 0.08% | 94 |
|
|
2020
Q1 | $293K | Buy |
665
+55
| +9% | +$27.1K | 0.09% | 101 |
|
|
2019
Q4 | $307K | Buy |
610
+70
| +13% | +$33.2K | 0.08% | 102 |
|
|
2019
Q3 | $241K | Hold |
540
| – | – | 0.07% | 108 |
|
|
2019
Q2 | $253K | Sell |
540
-22
| -4% | -$9.95K | 0.08% | 109 |
|
|
2019
Q1 | $240K | Sell |
562
-7,643
| -93% | -$3.21M | 0.08% | 110 |
|
|
2018
Q4 | $3.22M | Sell |
8,205
-1,493
| -15% | -$612K | 1.35% | 33 |
|
|
2018
Q3 | $4.57M | Sell |
9,698
-92
| -0.9% | -$44.7K | 1.54% | 21 |
|
|
2018
Q2 | $4.89M | Buy |
9,790
+14
| +0.1% | +$7.4K | 1.79% | 17 |
|
|
2018
Q1 | $5.3M | Sell |
9,776
-178
| -2% | -$97.7K | 1.96% | 10 |
|
|
2017
Q4 | $5.11M | Sell |
9,954
-15
| -0.2% | -$7.29K | 2.03% | 13 |
|
|
2017
Q3 | $4.46M | Buy |
9,969
+197
| +2% | +$84.1K | 1.92% | 12 |
|
|
2017
Q2 | $4.13M | Buy |
9,772
+711
| +8% | +$284K | 2.01% | 11 |
|
|
2017
Q1 | $3.48M | Buy |
9,061
+284
| +3% | +$109K | 1.88% | 11 |
|
|
2016
Q4 | $3.34M | Buy |
+8,777
| New | +$3.22M | 2.08% | 7 |
|
Other funds holding BLK
VCM
VPM
Lyell Wealth Management's BLK Position: Q1 2026 in Review
Lyell Wealth Management increased its Blackrock (BLK) stake by 2.4% in Q1 2026, buying an estimated $209K and bringing the position to 8,501 shares worth $8.18M. The position accounts for 0.6% of the portfolio, ranked #54.
Lyell Wealth Management first reported a position in BLK in Q4 2016 and has held it in 38 quarters since. The position peaked at $9.13M in Q3 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.
- Lyell Wealth Management held 8,501 shares of Blackrock worth $8.18M as of Q1 2026.
- Lyell Wealth Management bought 199 Blackrock shares in Q1 2026, an estimated $209K.
- Blackrock made up 0.6% of Lyell Wealth Management's portfolio in Q1 2026, its #54 holding.
- Lyell Wealth Management first reported a position in Blackrock in Q4 2016 and has held it in 38 quarters since.
- Lyell Wealth Management's Blackrock position peaked at $9.13M in Q3 2025.
- 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.
Based on Lyell Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.