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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$362K Buy
342
+25
+8% +$27.3K 0.2% 119
2026
Q2
$305K Sell
317
-6
-2% -$6.2K 0.17% 132
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

Patrick M. Sweeney & Associates's BLK Position: Q3 2026 in Review

Patrick M. Sweeney & Associates increased its Blackrock (BLK) stake by 7.9% in Q3 2026, buying an estimated $27.3K and bringing the position to 342 shares worth $362K. The position accounts for 0.2% of the portfolio, ranked #119.

Patrick M. Sweeney & Associates first reported a position in BLK in Q3 2024 and has held it in 9 quarters since. The position peaked at $376K in Q3 2025. 1,495 funds tracked by Wall St. Rank hold BLK as of Q3 2026.

  • Patrick M. Sweeney & Associates held 342 shares of Blackrock worth $362K as of Q3 2026.
  • Patrick M. Sweeney & Associates bought 25 Blackrock shares in Q3 2026, an estimated $27.3K.
  • Blackrock made up 0.2% of Patrick M. Sweeney & Associates's portfolio in Q3 2026, its #119 holding.
  • Patrick M. Sweeney & Associates first reported a position in Blackrock in Q3 2024 and has held it in 9 quarters since.
  • Patrick M. Sweeney & Associates's Blackrock position peaked at $376K in Q3 2025.
  • 1,495 funds tracked by Wall St. Rank held Blackrock as of Q3 2026.

Based on Patrick M. Sweeney & Associates's 13F filing for Q3 2026, filed 22 Oct 2026.