49 Wealth Management’s Bank of America BAC Stock Holding History

49 Wealth Management’s Portfolio BAC Stock Details BAC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$477K	Buy	9,780 +1,444	+17%	+$74.5K	0.04%	119
2025 Q4	$458K	Buy	8,336 +1,154	+16%	+$61K	0.04%	116
2025 Q3	$371K	Sell	7,182 -55	-0.8%	-$2.68K	0.03%	125
2025 Q2	$342K	Buy	7,237 +745	+11%	+$31.3K	0.04%	120
2025 Q1	$271K	Buy	6,492 +55	+0.9%	+$2.45K	0.03%	147
2024 Q4	$283K	Sell	6,437 -741	-10%	-$32.6K	0.04%	129
2024 Q3	$285K	Buy	+7,178	New	+$288K	0.05%	124

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

49 Wealth Management's BAC Position: Q1 2026 in Review

49 Wealth Management increased its Bank of America (BAC) stake by 17% in Q1 2026, buying an estimated $74.5K and bringing the position to 9,780 shares worth $477K. The position accounts for 0.04% of the portfolio, ranked #119.

49 Wealth Management first reported a position in BAC in Q3 2024 and has held it in 7 quarters since. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

49 Wealth Management held 9,780 shares of Bank of America worth $477K as of Q1 2026.
49 Wealth Management bought 1,444 Bank of America shares in Q1 2026, an estimated $74.5K.
Bank of America made up 0.04% of 49 Wealth Management's portfolio in Q1 2026, its #119 holding.
49 Wealth Management first reported a position in Bank of America in Q3 2024 and has held it in 7 quarters since.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on 49 Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.