Tower View Wealth Management’s Blackrock BLK Stock Holding History

Tower View Wealth 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	$192K	Hold	200	–	–	0.1%	63
2025 Q4	$214K	Hold	200	–	–	0.11%	56
2025 Q3	$233K	Hold	200	–	–	0.12%	51
2025 Q2	$210K	Buy	+200	New	+$189K	0.11%	61
2022 Q4	–	Sell	-3	Closed	-$2K	–	161
2022 Q3	$2K	Buy	+3	New	+$1.96K	﹤0.01%	152
2022 Q2	–	Sell	-4,376	Closed	-$3.34M	–	169
2022 Q1	$3.34M	Buy	4,376 +1,459	+50%	+$1.14M	1.8%	25
2021 Q4	$2.67M	Buy	+2,917	New	+$2.66M	1.36%	33

Other funds holding BLK

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Tower View Wealth Management's BLK Position: Q1 2026 in Review

Tower View Wealth Management held its Blackrock (BLK) position steady in Q1 2026 at 200 shares worth $192K. The position accounts for 0.1% of the portfolio, ranked #63.

Tower View Wealth Management first reported a position in BLK in Q4 2021 and has held it in 7 quarters since. The position peaked at $3.34M in Q1 2022. 2,319 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

Tower View Wealth Management held 200 shares of Blackrock worth $192K as of Q1 2026.
Tower View Wealth Management left its Blackrock share count unchanged in Q1 2026.
Blackrock made up 0.1% of Tower View Wealth Management's portfolio in Q1 2026, its #63 holding.
Tower View Wealth Management first reported a position in Blackrock in Q4 2021 and has held it in 7 quarters since.
Tower View Wealth Management's Blackrock position peaked at $3.34M in Q1 2022.
2,319 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.