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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
2024-03-31 $661k 792 834.60
2023-12-31 $185k 227 813.28

More positions owned by LM Advisors

Vanguard Index Fds S&p 500 Etf Etf (VOO)
Amazon (AMZN)
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf Etf (VIG)
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)
Vanguard Index Fds Total Stk Mkt Etf (VTI)
Berkshire Hathaway Inc Del Cl B CL B (BRK.B)
Vanguard World Fd Health Car Etf Etf (VHT)
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)
salesforce (CRM)

View all positions for LM Advisors

Top funds holding BlackRock

Vanguard Group
BlackRock
Bank of America Corporation
Morgan Stanley
Charles Schwab Investment Management
Geode Capital Management
Wells Fargo & Company
FMR
Jpmorgan Chase & Co
Fisher Investments
Wellington Management Company
Ameriprise Financial
Northern Trust
Legal & General Group
Massachusetts Financial Services

View all funds holding BlackRock