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WMS Partners’s Blackrock BLK Stock Holding History

WMS Partners’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
2025
Q1 		– Sell
-204
Closed -$209K – 38
2024
Q4 		$209K Sell
204
-131
-39% -$133K 0.01% 282
2024
Q3 		$318K Sell
335
-46
-12% -$39.8K 0.02% 221
2024
Q2 		$300K Buy
381
+32
+9% +$25K 0.02% 201
2024
Q1 		$291K Buy
349
+20
+6% +$16.1K 0.02% 216
2023
Q4 		$267K Buy
329
+4
+1% +$2.79K 0.02% 224
2023
Q3 		$210K Sell
325
-6
-2% -$4.19K 0.02% 246
2023
Q2 		$229K Hold
331
– – 0.02% 255
2023
Q1 		$222K Hold
331
– – 0.02% 247
2022
Q4 		$235K Sell
331
-44
-12% -$29.4K 0.02% 231
2022
Q3 		$206K Hold
375
– – 0.03% 228
2022
Q2 		$228K Buy
375
+3
+0.8% +$1.95K 0.04% 213
2022
Q1 		$284K Sell
372
-2
-0.5% -$1.56K 0.04% 191
2021
Q4 		$342K Sell
374
-15
-4% -$13.7K 0.07% 146
2021
Q3 		$326K Buy
389
+3
+0.8% +$2.69K 0.05% 198
2021
Q2 		$338K Sell
386
-6
-2% -$5.07K 0.05% 187
2021
Q1 		$296K Sell
392
-75
-16% -$54.4K 0.07% 176
2020
Q4 		$337K Buy
467
+9
+2% +$5.97K 0.06% 173
2020
Q3 		$258K Hold
458
– – 0.05% 191
2020
Q2 		$249K Hold
458
– – 0.05% 184
2020
Q1 		$202K Buy
458
+35
+8% +$17.2K 0.06% 177
2019
Q4 		$213K Buy
+423
New +$201K 0.05% 207

Other funds holding BLK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

WMS Partners's BLK Position: Q1 2025 in Review

WMS Partners sold out of Blackrock (BLK) in Q1 2025, closing a stake of 204 shares — an estimated $209K sold.

WMS Partners first reported a position in BLK in Q4 2019 and held it in 21 quarters. The position peaked at $342K in Q4 2021. 2,195 funds tracked by Wall St. Rank hold BLK as of Q1 2025.

  • WMS Partners reported no remaining Blackrock position as of Q1 2025 after selling out during the quarter.
  • WMS Partners sold 204 Blackrock shares in Q1 2025, an estimated $209K.
  • WMS Partners first reported a position in Blackrock in Q4 2019 and held it in 21 quarters.
  • WMS Partners's Blackrock position peaked at $342K in Q4 2021.
  • 2,195 funds tracked by Wall St. Rank held Blackrock as of Q1 2025.

Based on WMS Partners's 13F filing for Q1 2025.