Smith Salley 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 | $4.01M | Buy |
4,173
+391
| +10% | +$411K | 0.2% | 84 |
|
|
2025
Q4 | $4.05M | Buy |
3,782
+87
| +2% | +$95.1K | 0.2% | 82 |
|
|
2025
Q3 | $4.31M | Buy |
3,695
+644
| +21% | +$720K | 0.22% | 72 |
|
|
2025
Q2 | $3.2M | Buy |
3,051
+156
| +5% | +$148K | 0.19% | 81 |
|
|
2025
Q1 | $2.74M | Buy |
2,895
+289
| +11% | +$283K | 0.18% | 87 |
|
|
2024
Q4 | $2.67M | Buy |
+2,606
| New | +$2.64M | 0.17% | 86 |
|
|
2024
Q3 | – | Sell |
-2,192
| Closed | -$1.73M | – | 238 |
|
|
2024
Q2 | $1.73M | Buy |
2,192
+31
| +1% | +$24.2K | 0.12% | 103 |
|
|
2024
Q1 | $1.8M | Sell |
2,161
-576
| -21% | -$463K | 0.14% | 101 |
|
|
2023
Q4 | $2.22M | Buy |
2,737
+1,649
| +152% | +$1.15M | 0.14% | 104 |
|
|
2023
Q3 | $704K | Sell |
1,088
-2
| -0.2% | -$1.4K | 0.05% | 149 |
|
|
2023
Q2 | $753K | Sell |
1,090
-71
| -6% | -$47.6K | 0.06% | 144 |
|
|
2023
Q1 | $777K | Sell |
1,161
-59
| -5% | -$41.6K | 0.06% | 142 |
|
|
2022
Q4 | $865K | Sell |
1,220
-32
| -3% | -$21.4K | 0.07% | 135 |
|
|
2022
Q3 | $689K | Buy |
1,252
+2
| +0.2% | +$1.31K | 0.06% | 142 |
|
|
2022
Q2 | $762K | Buy |
1,250
+59
| +5% | +$38.4K | 0.07% | 144 |
|
|
2022
Q1 | $910K | Sell |
1,191
-11
| -0.9% | -$8.59K | 0.07% | 145 |
|
|
2021
Q4 | $1.1M | Hold |
1,202
| – | – | 0.08% | 143 |
|
|
2021
Q3 | $1.01M | Sell |
1,202
-8
| -0.7% | -$7.17K | 0.08% | 142 |
|
|
2021
Q2 | $1.06M | Buy |
1,210
+12
| +1% | +$10.1K | 0.09% | 138 |
|
|
2021
Q1 | $904K | Sell |
1,198
-19
| -2% | -$13.8K | 0.08% | 133 |
|
|
2020
Q4 | $878K | Buy |
1,217
+26
| +2% | +$17.2K | 0.09% | 124 |
|
|
2020
Q3 | $671K | Buy |
1,191
+7
| +0.6% | +$3.99K | 0.08% | 114 |
|
|
2020
Q2 | $645K | Sell |
1,184
-183
| -13% | -$92.4K | 0.09% | 116 |
|
|
2020
Q1 | $601K | Sell |
1,367
-61
| -4% | -$30.1K | 0.1% | 115 |
|
|
2019
Q4 | $718K | Buy |
1,428
+34
| +2% | +$16.1K | 0.09% | 115 |
|
|
2019
Q3 | $621K | Sell |
1,394
-93
| -6% | -$41.4K | 0.09% | 115 |
|
|
2019
Q2 | $698K | Sell |
1,487
-33
| -2% | -$14.9K | 0.11% | 108 |
|
|
2019
Q1 | $650K | Sell |
1,520
-229
| -13% | -$96.1K | 0.1% | 111 |
|
|
2018
Q4 | $687K | Sell |
1,749
-104
| -6% | -$42.6K | 0.13% | 102 |
|
|
2018
Q3 | $873K | Sell |
1,853
-39
| -2% | -$19K | 0.14% | 102 |
|
|
2018
Q2 | $944K | Sell |
1,892
-175
| -8% | -$92.5K | 0.16% | 95 |
|
|
2018
Q1 | $1.12M | Sell |
2,067
-176
| -8% | -$96.6K | 0.2% | 87 |
|
|
2017
Q4 | $1.15M | Hold |
2,243
| – | – | 0.21% | 91 |
|
|
2017
Q3 | $1M | Sell |
2,243
-162
| -7% | -$69.1K | 0.19% | 96 |
|
|
2017
Q2 | $1.02M | Sell |
2,405
-99
| -4% | -$39.5K | 0.2% | 99 |
|
|
2017
Q1 | $961K | Sell |
2,504
-566
| -18% | -$217K | 0.2% | 98 |
|
|
2016
Q4 | $1.17M | Sell |
3,070
-43
| -1% | -$15.8K | 0.24% | 91 |
|
|
2016
Q3 | $1.13M | Sell |
3,113
-551
| -15% | -$200K | 0.25% | 90 |
|
|
2016
Q2 | $1.25M | Sell |
3,664
-651
| -15% | -$229K | 0.29% | 87 |
|
|
2016
Q1 | $1.47M | Sell |
4,315
-1,248
| -22% | -$396K | 0.37% | 79 |
|
|
2015
Q4 | $1.9M | Sell |
5,563
-98
| -2% | -$33.3K | 0.47% | 67 |
|
|
2015
Q3 | $1.69M | Sell |
5,661
-535
| -9% | -$173K | 0.45% | 72 |
|
|
2015
Q2 | $2.14M | Sell |
6,196
-1,021
| -14% | -$372K | 0.55% | 59 |
|
|
2015
Q1 | $2.64M | Sell |
7,217
-1,835
| -20% | -$665K | 0.67% | 51 |
|
|
2014
Q4 | $3.24M | Sell |
9,052
-2,179
| -19% | -$745K | 0.84% | 42 |
|
|
2014
Q3 | $3.69M | Sell |
11,231
-3,496
| -24% | -$1.13M | 0.98% | 35 |
|
|
2014
Q2 | $4.71M | Buy |
+14,727
| New | +$4.51M | 1.26% | 24 |
|
Other funds holding BLK
VCM
VPM
Smith Salley Wealth Management's BLK Position: Q1 2026 in Review
Smith Salley Wealth Management increased its Blackrock (BLK) stake by 10% in Q1 2026, buying an estimated $411K and bringing the position to 4,173 shares worth $4.01M. The position accounts for 0.2% of the portfolio, ranked #84.
Smith Salley Wealth Management first reported a position in BLK in Q2 2014 and has held it in 47 quarters since. The position peaked at $4.71M in Q2 2014. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.
- Smith Salley Wealth Management held 4,173 shares of Blackrock worth $4.01M as of Q1 2026.
- Smith Salley Wealth Management bought 391 Blackrock shares in Q1 2026, an estimated $411K.
- Blackrock made up 0.2% of Smith Salley Wealth Management's portfolio in Q1 2026, its #84 holding.
- Smith Salley Wealth Management first reported a position in Blackrock in Q2 2014 and has held it in 47 quarters since.
- Smith Salley Wealth Management's Blackrock position peaked at $4.71M in Q2 2014.
- 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.
Based on Smith Salley Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.