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Palumbo Wealth Management’s Blackrock BLK Stock Holding History

Palumbo Wealth 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 		$439K Buy
456
+10
+2% +$10.3K 0.09% 155
2026
Q1 		$429K Buy
446
+21
+5% +$22.1K 0.1% 141
2025
Q4 		$454K Sell
425
-3,743
-90% -$4.09M 0.11% 132
2025
Q3 		$423K Buy
4,168
+3,747
+890% +$4.19M 0.14% 102
2025
Q2 		$442K Sell
421
-30
-7% -$28.4K 0.14% 115
2025
Q1 		$427K Buy
451
+76
+20% +$74.5K 0.14% 102
2024
Q4 		$384K Buy
375
+2
+0.5% +$2.03K 0.14% 105
2024
Q3 		$354K Buy
373
+2
+0.5% +$1.73K 0.14% 107
2024
Q2 		$292K Buy
371
+2
+0.5% +$1.56K 0.12% 105
2024
Q1 		$308K Buy
369
+2
+0.5% +$1.61K 0.14% 103
2023
Q4 		$298K Sell
367
-12
-3% -$8.38K 0.15% 99
2023
Q3 		$245K Buy
379
+3
+0.8% +$2.1K 0.13% 102
2023
Q2 		$260K Buy
376
+2
+0.5% +$1.34K 0.16% 91
2023
Q1 		$250K Sell
374
-1
-0.3% -$704 0.17% 79
2022
Q4 		$266K Sell
375
-5
-1% -$3.34K 0.21% 72
2022
Q3 		$209K Buy
380
+2
+0.5% +$1.31K 0.18% 75
2022
Q2 		$230K Buy
378
+3
+0.8% +$1.95K 0.18% 75
2022
Q1 		$286K Buy
375
+2
+0.5% +$1.56K 0.18% 78
2021
Q4 		$341K Sell
373
-7
-2% -$6.39K 0.21% 72
2021
Q3 		$319K Sell
380
-62
-14% -$55.6K 0.21% 75
2021
Q2 		$387K Buy
442
+2
+0.5% +$1.69K 0.26% 73
2021
Q1 		$332K Sell
440
-6
-1% -$4.35K 0.25% 73
2020
Q4 		$322K Buy
+446
New +$296K 0.26% 70

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Palumbo Wealth Management's BLK Position: Q2 2026 in Review

Palumbo Wealth Management increased its Blackrock (BLK) stake by 2.2% in Q2 2026, buying an estimated $10.3K and bringing the position to 456 shares worth $439K. The position accounts for 0.09% of the portfolio, ranked #155.

Palumbo Wealth Management first reported a position in BLK in Q4 2020 and has held it in 23 quarters since. The position peaked at $454K in Q4 2025. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Palumbo Wealth Management held 456 shares of Blackrock worth $439K as of Q2 2026.
  • Palumbo Wealth Management bought 10 Blackrock shares in Q2 2026, an estimated $10.3K.
  • Blackrock made up 0.09% of Palumbo Wealth Management's portfolio in Q2 2026, its #155 holding.
  • Palumbo Wealth Management first reported a position in Blackrock in Q4 2020 and has held it in 23 quarters since.
  • Palumbo Wealth Management's Blackrock position peaked at $454K in Q4 2025.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Palumbo Wealth Management's 13F filing for Q2 2026, filed 12 Aug 2026.