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Stamos Capital Partners’s Blackrock BLK Stock Holding History

Stamos Capital Partners’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 		$6.38M Buy
6,630
+1,695
+34% +$1.78M 1% 24
2025
Q4 		$5.28M Buy
4,935
+1,011
+26% +$1.11M 0.85% 33
2025
Q3 		$4.57M Sell
3,924
-1,847
-32% -$2.06M 0.86% 28
2025
Q2 		$6.06M Buy
5,771
+1,037
+22% +$981K 1.09% 24
2025
Q1 		$4.48M Buy
4,734
+1,094
+30% +$1.07M 1.17% 20
2024
Q4 		$3.73M Buy
+3,640
New +$3.69M 0.88% 33
2024
Q3 		– Sell
-3,980
Closed -$3.13M – 130
2024
Q2 		$3.13M Buy
3,980
+400
+11% +$312K 0.66% 34
2024
Q1 		$2.98M Buy
3,580
+160
+5% +$129K 0.68% 36
2023
Q4 		$2.78M Sell
3,420
-6,280
-65% -$4.38M 0.75% 36
2023
Q3 		$6.27M Buy
9,700
+220
+2% +$154K 1.4% 18
2023
Q2 		$6.55M Buy
+9,480
New +$6.35M 1.53% 18
2021
Q4 		– Sell
-2,990
Closed -$2.51M – 53
2021
Q3 		$2.51M Hold
2,990
– – 1.4% 29
2021
Q2 		$2.62M Sell
2,990
-350
-10% -$296K 1.38% 30
2021
Q1 		$2.52M Hold
3,340
– – 1.27% 31
2020
Q4 		$2.41M Buy
+3,340
New +$2.21M 1.03% 30
2020
Q2 		– Sell
-3,270
Closed -$1.44M – 62
2020
Q1 		$1.44M Buy
3,270
+2,270
+227% +$1.12M 0.76% 47
2019
Q4 		$503K Buy
+1,000
New +$474K 0.41% 33
2019
Q3 		– Sell
-500
Closed -$236K – 44
2019
Q2 		$236K Sell
500
-700
-58% -$317K 0.24% 52
2019
Q1 		$533K Buy
1,200
+700
+140% +$294K 0.68% 40
2018
Q4 		$196K Buy
+500
New +$205K 0.15% 70

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

Stamos Capital Partners's BLK Position: Q1 2026 in Review

Stamos Capital Partners increased its Blackrock (BLK) stake by 34% in Q1 2026, buying an estimated $1.78M and bringing the position to 6,630 shares worth $6.38M. The position accounts for 1% of the portfolio, ranked #24.

Stamos Capital Partners first reported a position in BLK in Q4 2018 and has held it in 20 quarters since. The position peaked at $6.55M in Q2 2023. 2,322 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Stamos Capital Partners held 6,630 shares of Blackrock worth $6.38M as of Q1 2026.
  • Stamos Capital Partners bought 1,695 Blackrock shares in Q1 2026, an estimated $1.78M.
  • Blackrock made up 1% of Stamos Capital Partners's portfolio in Q1 2026, its #24 holding.
  • Stamos Capital Partners first reported a position in Blackrock in Q4 2018 and has held it in 20 quarters since.
  • Stamos Capital Partners's Blackrock position peaked at $6.55M in Q2 2023.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Stamos Capital Partners's 13F filing for Q1 2026, filed 14 May 2026.