Western 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
Q2 | $5.25M | Buy |
5,463
+252
| +5% | +$261K | 0.17% | 122 |
|
|
2026
Q1 | $5.01M | Buy |
5,211
+2,064
| +66% | +$2.17M | 0.19% | 106 |
|
|
2025
Q4 | $3.37M | Buy |
3,147
+289
| +10% | +$316K | 0.16% | 128 |
|
|
2025
Q3 | $3.33M | Buy |
2,858
+273
| +11% | +$305K | 0.18% | 105 |
|
|
2025
Q2 | $2.71M | Buy |
2,585
+294
| +13% | +$278K | 0.16% | 130 |
|
|
2025
Q1 | $2.17M | Sell |
2,291
-1,315
| -36% | -$1.29M | 0.14% | 144 |
|
|
2024
Q4 | $3.7M | Buy |
3,606
+99
| +3% | +$100K | 0.2% | 102 |
|
|
2024
Q3 | $3.33M | Buy |
3,507
+2,138
| +156% | +$1.85M | 0.19% | 106 |
|
|
2024
Q2 | $1.08M | Sell |
1,369
-89
| -6% | -$69.4K | 0.08% | 216 |
|
|
2024
Q1 | $1.22M | Sell |
1,458
-1,663
| -53% | -$1.34M | 0.09% | 200 |
|
|
2023
Q4 | $2.53M | Buy |
3,121
+50
| +2% | +$34.9K | 0.18% | 118 |
|
|
2023
Q3 | $1.99M | Buy |
3,071
+133
| +5% | +$92.9K | 0.17% | 130 |
|
|
2023
Q2 | $2.03M | Buy |
2,938
+223
| +8% | +$149K | 0.17% | 124 |
|
|
2023
Q1 | $1.82M | Buy |
2,715
+57
| +2% | +$40.2K | 0.17% | 140 |
|
|
2022
Q4 | $1.88M | Sell |
2,658
-1,143
| -30% | -$763K | 0.19% | 124 |
|
|
2022
Q3 | $2.25M | Buy |
3,801
+665
| +21% | +$435K | 0.13% | 167 |
|
|
2022
Q2 | $1.93M | Sell |
3,136
-444
| -12% | -$289K | 0.11% | 188 |
|
|
2022
Q1 | $2.74M | Buy |
3,580
+2,058
| +135% | +$1.61M | 0.13% | 158 |
|
|
2021
Q4 | $1.39M | Buy |
+1,522
| New | +$1.39M | 0.14% | 155 |
|
|
2021
Q2 | $1.89M | Buy |
2,171
+1,494
| +221% | +$1.26M | 0.19% | 119 |
|
|
2021
Q1 | $510K | Sell |
677
-36
| -5% | -$26.1K | 0.07% | 273 |
|
|
2020
Q4 | $514K | Sell |
713
-406
| -36% | -$269K | 0.08% | 247 |
|
|
2020
Q3 | $634K | Sell |
1,119
-47
| -4% | -$26.8K | 0.1% | 202 |
|
|
2020
Q2 | $644K | Buy |
1,166
+555
| +91% | +$280K | 0.12% | 185 |
|
|
2020
Q1 | $269K | Sell |
611
-25
| -4% | -$12.3K | 0.06% | 285 |
|
|
2019
Q4 | $320K | Buy |
636
+15
| +2% | +$7.12K | 0.05% | 300 |
|
|
2019
Q3 | $276K | Sell |
621
-53
| -8% | -$23.6K | 0.06% | 306 |
|
|
2019
Q2 | $315K | Sell |
674
-102
| -13% | -$46.1K | 0.04% | 297 |
|
|
2019
Q1 | $330K | Sell |
776
-37
| -5% | -$15.5K | 0.07% | 267 |
|
|
2018
Q4 | $321K | Buy |
+813
| New | +$333K | 0.09% | 240 |
|
Other funds holding BLK
Western Wealth Management's BLK Position: Q2 2026 in Review
Western Wealth Management increased its Blackrock (BLK) stake by 4.8% in Q2 2026, buying an estimated $261K and bringing the position to 5,463 shares worth $5.25M. The position accounts for 0.17% of the portfolio, ranked #122.
Western Wealth Management first reported a position in BLK in Q4 2018 and has held it in 30 quarters since. 2,328 funds tracked by Wall St. Rank hold BLK as of Q2 2026.
- Western Wealth Management held 5,463 shares of Blackrock worth $5.25M as of Q2 2026.
- Western Wealth Management bought 252 Blackrock shares in Q2 2026, an estimated $261K.
- Blackrock made up 0.17% of Western Wealth Management's portfolio in Q2 2026, its #122 holding.
- Western Wealth Management first reported a position in Blackrock in Q4 2018 and has held it in 30 quarters since.
- 2,328 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.
Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.