A. Montag and Associates »

Blackrock shares owned by A. Montag and Associates

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by A. Montag and Associates from 13F filings

Historical chart of A. Montag and Associates investment in Blackrock

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All positions including Blackrock held by A. Montag and Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by A. Montag and Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.1M 927 1165.87
2025-06-30 $789k 752 1049.25
2025-03-31 $702k 742 946.48
2024-12-31 $761k 742 1025.11

More positions owned by A. Montag and Associates

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Alphabet Cap Stk Cl C (GOOG)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Specialized Funds Div App Etf (VIG)
Broadcom Call Call Option (Principal) (AVGO)

View all positions for A. Montag and Associates

Top funds holding Blackrock

Vanguard Group
BlackRock
State Street Corporation
Temasek Holdings
Capital Research Global Investors
Capital World Investors
Geode Capital Management
Wells Fargo & Company
FMR
Fisher Investments
Capital Research and Management Company - Division 3
Franklin Resources
Ameriprise Financial
Northern Trust
Royal Bank of Canada

View all funds holding Blackrock