MBM Wealth Consultants’s Blackrock BLK Stock Holding History

MBM Wealth Consultants’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	–	Sell	-169	Closed	-$163K	–	151
2026 Q1	$163K	Buy	+169	New	+$178K	0.04%	111
2025 Q4	–	Sell	-173	Closed	-$202K	–	112
2025 Q3	$202K	Buy	+173	New	+$193K	0.05%	107
2023 Q2	–	Sell	-167	Closed	-$112K	–	116
2023 Q1	$112K	Hold	167	–	–	0.05%	124
2022 Q4	$119K	Hold	167	–	–	0.06%	123
2022 Q3	$96K	Hold	167	–	–	0.05%	113
2022 Q2	$102K	Hold	167	–	–	0.05%	104
2022 Q1	$128K	Hold	167	–	–	0.05%	116
2021 Q4	$140K	Hold	167	–	–	0.06%	111
2021 Q3	$140K	Hold	167	–	–	0.06%	117
2021 Q2	$146K	Hold	167	–	–	0.07%	110
2021 Q1	$126K	Hold	167	–	–	0.06%	110
2020 Q4	$120K	Hold	167	–	–	0.07%	103
2020 Q3	$94K	Hold	167	–	–	0.06%	103
2020 Q2	$91K	Hold	167	–	–	0.06%	93
2020 Q1	$73K	Hold	167	–	–	0.06%	97
2019 Q4	$84K	Hold	167	–	–	0.06%	102
2019 Q3	$74K	Hold	167	–	–	0.06%	105
2019 Q2	$78K	Hold	167	–	–	0.06%	105
2019 Q1	$71K	Hold	167	–	–	0.06%	105
2018 Q4	$66K	Buy	+167	New	+$68.4K	0.06%	111

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

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

SLAM

Swiss Life Asset Management Zurich $24.1B AUM 38.82% 1-Year Est. Return

MBM Wealth Consultants's BLK Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Blackrock (BLK) in Q2 2026, closing a stake of 169 shares — an estimated $163K sold.

MBM Wealth Consultants first reported a position in BLK in Q4 2018 and held it in 20 quarters. The position peaked at $202K in Q3 2025. 1,057 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

MBM Wealth Consultants reported no remaining Blackrock position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 169 Blackrock shares in Q2 2026, an estimated $163K.
MBM Wealth Consultants first reported a position in Blackrock in Q4 2018 and held it in 20 quarters.
MBM Wealth Consultants's Blackrock position peaked at $202K in Q3 2025.
1,057 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.