Access Investment Management’s Bank of America BAC Stock Holding History

Access Investment 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	$10.2M	Hold	210,075	–	–	2.73%	11
2025 Q4	$10.8M	Hold	210,075	–	–	2.91%	11
2025 Q3	$10.8M	Hold	210,075	–	–	2.91%	11
2025 Q2	$9.94M	Buy	+210,075	New	+$8.84M	2.83%	11
2024 Q4	$9.23M	Sell	210,000 -15,000	-7%	-$660K	2.67%	10
2024 Q3	$8.93M	Hold	225,000	–	–	2.72%	12
2024 Q2	$8.95M	Sell	225,000 -5,000	-2%	-$192K	2.91%	13
2024 Q1	$8.72M	Hold	230,000	–	–	2.88%	11
2023 Q4	$7.74M	Buy	+230,000	New	+$6.7M	2.89%	12

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

Access Investment Management's BAC Position: Q1 2026 in Review

Access Investment Management held its Bank of America (BAC) position steady in Q1 2026 at 210,075 shares worth $10.2M. The position accounts for 2.73% of the portfolio, ranked #11.

Access Investment Management first reported a position in BAC in Q4 2023 and has held it in 9 quarters since. The position peaked at $10.8M in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Access Investment Management held 210,075 shares of Bank of America worth $10.2M as of Q1 2026.
Access Investment Management left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 2.73% of Access Investment Management's portfolio in Q1 2026, its #11 holding.
Access Investment Management first reported a position in Bank of America in Q4 2023 and has held it in 9 quarters since.
Access Investment Management's Bank of America position peaked at $10.8M in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Access Investment Management's 13F filing for Q1 2026, filed 22 May 2026.