PMSA
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Patrick M. Sweeney & Associates’s Blackrock BLK Stock Holding History

Patrick M. Sweeney & Associates’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
Q1 		$310K Hold
323
– – 0.2% 125
2025
Q4 		$345K Hold
323
– – 0.22% 109
2025
Q3 		$376K Hold
323
– – 0.24% 95
2025
Q2 		$349K Buy
323
+14
+5% +$13.2K 0.24% 103
2025
Q1 		$292K Buy
309
+18
+6% +$17.6K 0.22% 115
2024
Q4 		$299K Hold
291
– – 0.22% 114
2024
Q3 		$276K Buy
+291
New +$252K 0.2% 121

Other funds holding BLK

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Patrick M. Sweeney & Associates's BLK Position: Q1 2026 in Review

Patrick M. Sweeney & Associates held its Blackrock (BLK) position steady in Q1 2026 at 323 shares worth $310K. The position accounts for 0.2% of the portfolio, ranked #125.

Patrick M. Sweeney & Associates first reported a position in BLK in Q3 2024 and has held it in 7 quarters since. The position peaked at $376K in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Patrick M. Sweeney & Associates held 323 shares of Blackrock worth $310K as of Q1 2026.
  • Patrick M. Sweeney & Associates left its Blackrock share count unchanged in Q1 2026.
  • Blackrock made up 0.2% of Patrick M. Sweeney & Associates's portfolio in Q1 2026, its #125 holding.
  • Patrick M. Sweeney & Associates first reported a position in Blackrock in Q3 2024 and has held it in 7 quarters since.
  • Patrick M. Sweeney & Associates's Blackrock position peaked at $376K in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q1 2026, filed 7 May 2026.