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BlackRock shares owned by LM Advisors

Quarter-by-quarter ownership of BlackRock (BLK) shares owned by LM Advisors from 13F filings

Historical chart of LM Advisors investment in BlackRock

Tip: Access up to 7 years of quarterly data

All positions including BlackRock held by LM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in BlackRock by LM Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 1.1k 949.33
2024-03-31 $661k 792 834.60
2023-12-31 $185k 227 813.28

More positions owned by LM Advisors

Amazon (AMZN)
Vanguard Index Fds S&p 500 Etf Etf (VOO)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Apple (AAPL)
Alphabet Inc Cap Stk Cl C Cl C (GOOG)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
Meta Platforms Inc Cl A Cl A (META)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Vanguard World Fd Health Car Etf Etf (VHT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)

View all positions for LM Advisors

Top funds holding BlackRock

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Bank of America Corporation
Capital Research Global Investors
Morgan Stanley
Capital World Investors
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
Fisher Investments
Jpmorgan Chase & Co
Capital Research and Management Company - Division 3
Northern Trust

View all funds holding BlackRock