Position in BLK
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$849,056
-$26,099 QoQ
Shares Held
883
-3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.51%
of 13F equity value
Holder Rank
#1,260
of 2,275 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in BLK Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Chesapeake Wealth Management holds $1,083,023 across 2 Asset Management names. BLK ranks #1 (78.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
This page
|
883 | $849,056 | |
| 2 | AMP |
Ameriprise Financial Inc
|
510 | $233,967 |
All Filings in BLK
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $849,056 | 883 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $875,155 | 910 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,021,103 | 954 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,161,206 | 996 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $1,018,821 | 971 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $950,265 | 1,004 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $1,120,444 | 1,093 | Shares | Sole | 2025-01-16 | |
| No filing history on record for this holder in this stock. | ||||||