Windward Capital 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
Q1
$35.8M Sell
37,262
-161
-0.4% -$169K 2.92% 8
2025
Q4
$40.1M Sell
37,423
-1,326
-3% -$1.45M 3.17% 7
2025
Q3
$45.2M Sell
38,749
-240
-0.6% -$268K 3.6% 6
2025
Q2
$40.9M Sell
38,989
-209
-0.5% -$198K 3.47% 8
2025
Q1
$37.1M Sell
39,198
-406
-1% -$398K 3.2% 10
2024
Q4
$40.6M Sell
39,604
-327
-0.8% -$332K 3.1% 9
2024
Q3
$37.9M Sell
39,931
-19
-0% -$16.4K 2.89% 10
2024
Q2
$31.5M Sell
39,950
-761
-2% -$594K 2.65% 10
2024
Q1
$33.9M Sell
40,711
-552
-1% -$443K 2.83% 10
2023
Q4
$33.5M Sell
41,263
-71
-0.2% -$49.6K 2.9% 10
2023
Q3
$26.7M Sell
41,334
-609
-1% -$425K 2.62% 10
2023
Q2
$29M Buy
41,943
+207
+0.5% +$139K 2.62% 12
2023
Q1
$27.9M Buy
41,736
+740
+2% +$521K 2.57% 12
2022
Q4
$29.1M Sell
40,996
-195
-0.5% -$130K 3.15% 7
2022
Q3
$22.7M Buy
41,191
+76
+0.2% +$49.7K 2.56% 11
2022
Q2
$25M Buy
+41,115
New +$26.8M 2.69% 12
2022
Q1
Sell
-41,027
Closed -$37.6M 78
2021
Q4
$37.6M Buy
41,027
+69
+0.2% +$63K 3.11% 10
2021
Q3
$34.4M Sell
40,958
-71
-0.2% -$63.6K 3.18% 9
2021
Q2
$35.9M Sell
41,029
-78
-0.2% -$65.9K 3.34% 8
2021
Q1
$31M Sell
41,107
-149
-0.4% -$108K 3.1% 10
2020
Q4
$29.8M Sell
41,256
-5,277
-11% -$3.5M 3% 7
2020
Q3
$26.2M Sell
46,533
-522
-1% -$298K 2.65% 12
2020
Q2
$25.6M Sell
47,055
-750
-2% -$379K 2.9% 10
2020
Q1
$21M Sell
47,805
-1,168
-2% -$575K 2.82% 12
2019
Q4
$24.6M Buy
48,973
+779
+2% +$370K 2.63% 13
2019
Q3
$21.5M Buy
48,194
+433
+0.9% +$193K 2.57% 15
2019
Q2
$22.4M Sell
47,761
-718
-1% -$325K 2.79% 10
2019
Q1
$20.7M Buy
48,479
+37
+0.1% +$15.5K 2.65% 13
2018
Q4
$19M Buy
48,442
+407
+0.8% +$167K 2.74% 14
2018
Q3
$22.6M Sell
48,035
-150
-0.3% -$72.9K 2.82% 11
2018
Q2
$24M Buy
48,185
+173
+0.4% +$91.4K 3.39% 6
2018
Q1
$26M Buy
48,012
+881
+2% +$484K 3.79% 5
2017
Q4
$24.2M Buy
47,131
+446
+1% +$217K 3.59% 7
2017
Q3
$20.9M Sell
46,685
-151
-0.3% -$64.5K 3.42% 6
2017
Q2
$19.8M Buy
46,836
+842
+2% +$336K 3.36% 6
2017
Q1
$17.6M Buy
45,994
+542
+1% +$207K 3.14% 8
2016
Q4
$17.3M Buy
45,452
+359
+0.8% +$132K 3.3% 8
2016
Q3
$16.3M Buy
45,093
+227
+0.5% +$82.6K 3.05% 8
2016
Q2
$15.4M Buy
44,866
+363
+0.8% +$128K 2.98% 8
2016
Q1
$15.2M Sell
44,503
-70
-0.2% -$22.2K 2.95% 10
2015
Q4
$15.2M Buy
44,573
+11,432
+34% +$3.89M 3.02% 11
2015
Q3
$9.86M Buy
33,141
+866
+3% +$279K 2.69% 12
2015
Q2
$11.2M Sell
32,275
-765
-2% -$279K 3% 10
2015
Q1
$12.1M Buy
33,040
+1,554
+5% +$563K 3.13% 9
2014
Q4
$11.3M Buy
31,486
+4,919
+19% +$1.68M 3.19% 11
2014
Q3
$8.72M Sell
26,567
-2,688
-9% -$865K 2.77% 12
2014
Q2
$9.35M Sell
29,255
-181
-0.6% -$55.5K 3.2% 8
2014
Q1
$9.26M Sell
29,436
-314
-1% -$96K 3.36% 9
2013
Q4
$9.41M Sell
29,750
-1,888
-6% -$564K 3.27% 11
2013
Q3
$8.56M Buy
31,638
+3,206
+11% +$871K 3.35% 9
2013
Q2
$7.3M Buy
+28,432
New +$7.62M 2.77% 12

Other funds holding BLK

Windward Capital Management's BLK Position: Q1 2026 in Review

Windward Capital Management reduced its Blackrock (BLK) stake by 0.43% in Q1 2026, selling an estimated $169K and leaving 37,262 shares worth $35.8M. The position accounts for 2.92% of the portfolio, ranked #8.

Windward Capital Management first reported a position in BLK in Q2 2013 and has held it in 51 quarters since. The position peaked at $45.2M in Q3 2025. 2,320 funds tracked by Wall St. Rank hold BLK as of Q1 2026.

  • Windward Capital Management held 37,262 shares of Blackrock worth $35.8M as of Q1 2026.
  • Windward Capital Management sold 161 Blackrock shares in Q1 2026, an estimated $169K.
  • Blackrock made up 2.92% of Windward Capital Management's portfolio in Q1 2026, its #8 holding.
  • Windward Capital Management first reported a position in Blackrock in Q2 2013 and has held it in 51 quarters since.
  • Windward Capital Management's Blackrock position peaked at $45.2M in Q3 2025.
  • 2,320 funds tracked by Wall St. Rank held Blackrock as of Q1 2026.

Based on Windward Capital Management's 13F filing for Q1 2026, filed 13 May 2026.