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Blackrock shares owned by LWM Advisory Services

Quarter-by-quarter ownership of Blackrock (BLK) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services investment in Blackrock

Tip: Access up to 7 years of quarterly data

All positions including Blackrock held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Blackrock by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 879 1165.89
2025-06-30 $919k 876 1049.25
2025-03-31 $829k 876 946.48
2024-12-31 $898k 876 1025.11

More positions owned by LWM Advisory Services

Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Flexible Debt Et (JFLX)
World Gold Tr Spdr Gld Minis (GLDM)
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV)
Apple (AAPL)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Wisdomtree Tr Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Yld Optim Bd (BYLD)
Ishares Tr Global 100 Etf (IOO)

View all positions for LWM Advisory Services

Top funds holding Blackrock

Vanguard Group
BlackRock
State Street Corporation
CI Private Wealth
Temasek Holdings
Capital Research Global Investors
Geode Capital Management
Norges Bank Investment Management
Wells Fargo & Company
Rockefeller Capital Management
Franklin Resources
FMR
Capital Research and Management Company - Division 3
Fisher Investments
Ameriprise Financial

View all funds holding Blackrock