Summit Asset Management’s Blackrock BLK Stock Holding History

Summit Asset 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 Q1	–	Sell	-190	Closed	-$203K	–	173
2025 Q4	$203K	Hold	190	–	–	0.03%	169
2025 Q3	$222K	Buy	+190	New	+$212K	0.03%	161

Other funds holding BLK

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Asset Management's BLK Position: Q1 2026 in Review

Summit Asset Management sold out of Blackrock (BLK) in Q1 2026, closing a stake of 190 shares — an estimated $203K sold.

Summit Asset Management first reported a position in BLK in Q3 2025 and held it in 2 quarters. The position peaked at $222K in Q3 2025. 2,334 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Summit Asset Management reported no remaining Blackrock position as of Q1 2026 after selling out during the quarter.
Summit Asset Management sold 190 Blackrock shares in Q1 2026, an estimated $203K.
Summit Asset Management first reported a position in Blackrock in Q3 2025 and held it in 2 quarters.
Summit Asset Management's Blackrock position peaked at $222K in Q3 2025.
2,334 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Summit Asset Management's 13F filing for Q1 2026, filed 8 May 2026.