WAG
BLK icon

Wilkerson Advisory Group’s Blackrock BLK Stock Holding History

Wilkerson Advisory Group’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 		$52.9K Buy
55
+21
+62% +$21.7K 0.02% 225
2026
Q1 		$32.7K Buy
34
+17
+100% +$17.9K 0.01% 248
2025
Q4 		$18.2K Buy
+17
New +$18.6K 0.01% 251

Other funds holding BLK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Wilkerson Advisory Group's BLK Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Blackrock (BLK) stake by 62% in Q2 2026, buying an estimated $21.7K and bringing the position to 55 shares worth $52.9K. The position accounts for 0.02% of the portfolio, ranked #225.

Wilkerson Advisory Group first reported a position in BLK in Q4 2025 and has held it in 3 quarters since. 2,322 funds tracked by Wall St. Rank hold BLK as of Q2 2026.

  • Wilkerson Advisory Group held 55 shares of Blackrock worth $52.9K as of Q2 2026.
  • Wilkerson Advisory Group bought 21 Blackrock shares in Q2 2026, an estimated $21.7K.
  • Blackrock made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #225 holding.
  • Wilkerson Advisory Group first reported a position in Blackrock in Q4 2025 and has held it in 3 quarters since.
  • 2,322 funds tracked by Wall St. Rank held Blackrock as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.