Welch & Forbes’s Blackrock BLK Stock Holding History

Welch & Forbes’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 Q2	$1.89M	Buy	1,967 +246	+14%	+$254K	0.02%	186
2026 Q1	$1.66M	Sell	1,721 -19	-1%	-$20K	0.02%	189
2025 Q4	$1.86M	Sell	1,740 -21	-1%	-$23K	0.02%	187
2025 Q3	$2.05M	Hold	1,761	–	–	0.02%	184
2025 Q2	$1.85M	Sell	1,761 -138	-7%	-$130K	0.02%	183
2025 Q1	$1.8M	Buy	1,899 +64	+3%	+$62.7K	0.02%	186
2024 Q4	$1.88M	Buy	1,835 +14	+0.8%	+$14.2K	0.02%	186
2024 Q3	$1.73M	Buy	1,821 +46	+3%	+$39.8K	0.02%	197
2024 Q2	$1.42M	Sell	1,775 -81	-4%	-$63.2K	0.02%	202
2024 Q1	$1.55M	Buy	1,856 +7	+0.4%	+$5.62K	0.02%	201
2023 Q4	$1.5M	Sell	1,849 -3	-0.2%	-$2.09K	0.02%	206
2023 Q3	$1.2M	Buy	1,852 +56	+3%	+$39.1K	0.02%	211
2023 Q2	$1.24M	Buy	1,796 +34	+2%	+$22.8K	0.02%	208
2023 Q1	$1.18M	Sell	1,762 -28	-2%	-$19.7K	0.02%	212
2022 Q4	$1.27M	Sell	1,790 -2	-0.1%	-$1.34K	0.02%	202
2022 Q3	$987K	Sell	1,792 -9	-0.5%	-$5.89K	0.02%	224
2022 Q2	$1.1M	Sell	1,801 -1	-0.1%	-$651	0.02%	216
2022 Q1	$1.38M	Sell	1,802 -274	-13%	-$214K	0.02%	204
2021 Q4	$1.9M	Buy	2,076 +193	+10%	+$176K	0.03%	188
2021 Q3	$1.58M	Buy	1,883 +127	+7%	+$114K	0.03%	193
2021 Q2	$1.54M	Sell	1,756 -33	-2%	-$27.9K	0.03%	192
2021 Q1	$1.35M	Buy	1,789 +59	+3%	+$42.8K	0.02%	198
2020 Q4	$1.25M	Sell	1,730 -50	-3%	-$33.2K	0.02%	196
2020 Q3	$1M	Buy	1,780 +32	+2%	+$18.3K	0.02%	202
2020 Q2	$950K	Sell	1,748 -37	-2%	-$18.7K	0.02%	195
2020 Q1	$786K	Buy	1,785 +33	+2%	+$16.3K	0.02%	200
2019 Q4	$880K	Buy	1,752 +792	+83%	+$376K	0.02%	212
2019 Q3	$428K	Hold	960	–	–	0.01%	273
2019 Q2	$451K	Hold	960	–	–	0.01%	266
2019 Q1	$411K	Hold	960	–	–	0.01%	276
2018 Q4	$377K	Sell	960 -9	-0.9%	-$3.69K	0.01%	271
2018 Q3	$457K	Sell	969 -5	-0.5%	-$2.43K	0.01%	265
2018 Q2	$486K	Buy	974 +5	+0.5%	+$2.64K	0.01%	253
2018 Q1	$525K	Sell	969 -16	-2%	-$8.78K	0.01%	244
2017 Q4	$506K	Hold	985	–	–	0.01%	238
2017 Q3	$441K	Hold	985	–	–	0.01%	257
2017 Q2	$416K	Sell	985 -75	-7%	-$29.9K	0.01%	260
2017 Q1	$406K	Buy	1,060 +75	+8%	+$28.7K	0.01%	262
2016 Q4	$375K	Sell	985 -7	-0.7%	-$2.57K	0.01%	271
2016 Q3	$359K	Hold	992	–	–	0.01%	240
2016 Q2	$340K	Hold	992	–	–	0.01%	273
2016 Q1	$338K	Buy	+992	New	+$315K	0.01%	273

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

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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

Welch & Forbes's BLK Position: Q2 2026 in Review

Welch & Forbes increased its Blackrock (BLK) stake by 14% in Q2 2026, buying an estimated $254K and bringing the position to 1,967 shares worth $1.89M. The position accounts for 0.02% of the portfolio, ranked #186.

Welch & Forbes first reported a position in BLK in Q1 2016 and has held it in 42 quarters since. The position peaked at $2.05M in Q3 2025. 2,325 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

Welch & Forbes held 1,967 shares of Blackrock worth $1.89M as of Q2 2026.
Welch & Forbes bought 246 Blackrock shares in Q2 2026, an estimated $254K.
Blackrock made up 0.02% of Welch & Forbes's portfolio in Q2 2026, its #186 holding.
Welch & Forbes first reported a position in Blackrock in Q1 2016 and has held it in 42 quarters since.
Welch & Forbes's Blackrock position peaked at $2.05M in Q3 2025.
2,325 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Welch & Forbes's 13F filing for Q2 2026, filed 30 Jul 2026.