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

Aberdeen 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	$598K	Sell	12,258 -385	-3%	-$19.9K	0.27%	76
2025 Q4	$695K	Buy	12,643 +85	+0.7%	+$4.49K	0.32%	68
2025 Q3	$648K	Hold	12,558	–	–	0.41%	72
2025 Q2	$594K	Hold	12,558	–	–	0.4%	72
2025 Q1	$524K	Hold	12,558	–	–	0.36%	83
2024 Q4	$552K	Hold	12,558	–	–	0.38%	79
2024 Q3	$498K	Buy	12,558 +300	+2%	+$12K	0.33%	91
2024 Q2	$488K	Hold	12,258	–	–	0.33%	89
2024 Q1	$465K	Hold	12,258	–	–	0.27%	99
2023 Q4	$413K	Hold	12,258	–	–	0.3%	99
2023 Q3	$336K	Hold	12,258	–	–	0.25%	104
2023 Q2	$352K	Hold	12,258	–	–	0.25%	106
2023 Q1	$351K	Hold	12,258	–	–	0.26%	102
2022 Q4	$406K	Hold	12,258	–	–	0.31%	94
2022 Q3	$370K	Hold	12,258	–	–	0.33%	87
2022 Q2	$382K	Hold	12,258	–	–	0.3%	88
2022 Q1	$505K	Hold	12,258	–	–	0.34%	78
2021 Q4	$545K	Hold	12,258	–	–	0.36%	78
2021 Q3	$520K	Hold	12,258	–	–	0.5%	67
2021 Q2	$505K	Hold	12,258	–	–	0.47%	71
2021 Q1	$474K	Sell	12,258 -286	-2%	-$9.87K	0.38%	78
2020 Q4	$380K	Sell	12,544 -244	-2%	-$6.54K	0.29%	95
2020 Q3	$308K	Sell	12,788 -4,249	-25%	-$106K	0.29%	98
2020 Q2	$405K	Buy	17,037 +4,256	+33%	+$101K	0.43%	78
2020 Q1	$271K	Buy	12,781 +5	+0%	+$150	0.33%	94
2019 Q4	$450K	Buy	+12,776	New	+$413K	0.34%	74

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

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

Aberdeen Wealth Management reduced its Bank of America (BAC) stake by 3% in Q1 2026, selling an estimated $19.9K and leaving 12,258 shares worth $598K. The position accounts for 0.27% of the portfolio, ranked #76.

Aberdeen Wealth Management first reported a position in BAC in Q4 2019 and has held it in 26 quarters since. The position peaked at $695K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Aberdeen Wealth Management held 12,258 shares of Bank of America worth $598K as of Q1 2026.
Aberdeen Wealth Management sold 385 Bank of America shares in Q1 2026, an estimated $19.9K.
Bank of America made up 0.27% of Aberdeen Wealth Management's portfolio in Q1 2026, its #76 holding.
Aberdeen Wealth Management first reported a position in Bank of America in Q4 2019 and has held it in 26 quarters since.
Aberdeen Wealth Management's Bank of America position peaked at $695K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Aberdeen Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.