AIMZ Investment Advisors’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $875K | Sell |
15,364
-1,000
| -6% | -$53.2K | 0.24% | 82 |
|
|
2026
Q1 | $798K | Buy |
16,364
+120
| +0.7% | +$6.19K | 0.25% | 78 |
|
|
2025
Q4 | $893K | Sell |
16,244
-1,398
| -8% | -$73.9K | 0.26% | 77 |
|
|
2025
Q3 | $910K | Hold |
17,642
| – | – | 0.29% | 75 |
|
|
2025
Q2 | $835K | Hold |
17,642
| – | – | 0.28% | 73 |
|
|
2025
Q1 | $736K | Hold |
17,642
| – | – | 0.26% | 73 |
|
|
2024
Q4 | $775K | Hold |
17,642
| – | – | 0.27% | 72 |
|
|
2024
Q3 | $700K | Buy |
17,642
+2,142
| +14% | +$85.8K | 0.24% | 75 |
|
|
2024
Q2 | $616K | Sell |
15,500
-3,589
| -19% | -$138K | 0.22% | 79 |
|
|
2024
Q1 | $724K | Sell |
19,089
-1,075
| -5% | -$36.9K | 0.27% | 71 |
|
|
2023
Q4 | $679K | Hold |
20,164
| – | – | 0.28% | 70 |
|
|
2023
Q3 | $552K | Sell |
20,164
-300
| -1% | -$8.88K | 0.25% | 73 |
|
|
2023
Q2 | $587K | Sell |
20,464
-150
| -0.7% | -$4.28K | 0.25% | 75 |
|
|
2023
Q1 | $590K | Sell |
20,614
-100
| -0.5% | -$3.3K | 0.26% | 72 |
|
|
2022
Q4 | $686K | Sell |
20,714
-150
| -0.7% | -$5.17K | 0.32% | 67 |
|
|
2022
Q3 | $630K | Sell |
20,864
-100
| -0.5% | -$3.34K | 0.32% | 70 |
|
|
2022
Q2 | $653K | Hold |
20,964
| – | – | 0.31% | 72 |
|
|
2022
Q1 | $864K | Hold |
20,964
| – | – | 0.36% | 70 |
|
|
2021
Q4 | $933K | Sell |
20,964
-200
| -0.9% | -$9.11K | 0.36% | 71 |
|
|
2021
Q3 | $898K | Sell |
21,164
-100
| -0.5% | -$4.03K | 0.41% | 67 |
|
|
2021
Q2 | $877K | Hold |
21,264
| – | – | 0.39% | 66 |
|
|
2021
Q1 | $823K | Sell |
21,264
-50
| -0.2% | -$1.73K | 0.4% | 65 |
|
|
2020
Q4 | $646K | Hold |
21,314
| – | – | 0.34% | 68 |
|
|
2020
Q3 | $513K | Hold |
21,314
| – | – | 0.31% | 70 |
|
|
2020
Q2 | $506K | Hold |
21,314
| – | – | 0.33% | 68 |
|
|
2020
Q1 | $452K | Hold |
21,314
| – | – | 0.35% | 68 |
|
|
2019
Q4 | $751K | Sell |
21,314
-800
| -4% | -$25.9K | 0.49% | 59 |
|
|
2019
Q3 | $645K | Sell |
22,114
-119
| -0.5% | -$3.42K | 0.44% | 65 |
|
|
2019
Q2 | $645K | Hold |
22,233
| – | – | 0.44% | 65 |
|
|
2019
Q1 | $613K | Sell |
22,233
-1,000
| -4% | -$28.3K | 0.42% | 68 |
|
|
2018
Q4 | $572K | Sell |
23,233
-300
| -1% | -$8.14K | 0.44% | 65 |
|
|
2018
Q3 | $693K | Sell |
23,533
-1,000
| -4% | -$30.5K | 0.45% | 65 |
|
|
2018
Q2 | $692K | Sell |
24,533
-300
| -1% | -$8.95K | 0.49% | 62 |
|
|
2018
Q1 | $745K | Buy |
24,833
+1,525
| +7% | +$47.9K | 0.54% | 60 |
|
|
2017
Q4 | $688K | Sell |
23,308
-300
| -1% | -$8.27K | 0.52% | 60 |
|
|
2017
Q3 | $598K | Hold |
23,608
| – | – | 0.49% | 64 |
|
|
2017
Q2 | $573K | Hold |
23,608
| – | – | 0.48% | 63 |
|
|
2017
Q1 | $557K | Sell |
23,608
-200
| -0.8% | -$4.75K | 0.47% | 64 |
|
|
2016
Q4 | $526K | Sell |
23,808
-250
| -1% | -$4.82K | 0.47% | 64 |
|
|
2016
Q3 | $377K | Hold |
24,058
| – | – | 0.34% | 75 |
|
|
2016
Q2 | $319K | Sell |
24,058
-22,119
| -48% | -$311K | 0.29% | 82 |
|
|
2016
Q1 | $665K | Buy |
46,177
+23,331
| +102% | +$315K | 0.29% | 79 |
|
|
2015
Q4 | $384K | Hold |
22,846
| – | – | 0.35% | 75 |
|
|
2015
Q3 | $356K | Buy |
22,846
+750
| +3% | +$12.6K | 0.33% | 76 |
|
|
2015
Q2 | $376K | Buy |
22,096
+238
| +1% | +$3.92K | 0.33% | 76 |
|
|
2015
Q1 | $336K | Buy |
21,858
+1,850
| +9% | +$29.7K | 0.29% | 76 |
|
|
2014
Q4 | $358K | Buy |
+20,008
| New | +$342K | 0.32% | 73 |
|
Other funds holding BAC
AIMZ Investment Advisors's BAC Position: Q2 2026 in Review
AIMZ Investment Advisors reduced its Bank of America (BAC) stake by 6.1% in Q2 2026, selling an estimated $53.2K and leaving 15,364 shares worth $875K. The position accounts for 0.24% of the portfolio, ranked #82.
AIMZ Investment Advisors first reported a position in BAC in Q4 2014 and has held it in 47 quarters since. The position peaked at $933K in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- AIMZ Investment Advisors held 15,364 shares of Bank of America worth $875K as of Q2 2026.
- AIMZ Investment Advisors sold 1,000 Bank of America shares in Q2 2026, an estimated $53.2K.
- Bank of America made up 0.24% of AIMZ Investment Advisors's portfolio in Q2 2026, its #82 holding.
- AIMZ Investment Advisors first reported a position in Bank of America in Q4 2014 and has held it in 47 quarters since.
- AIMZ Investment Advisors's Bank of America position peaked at $933K in Q4 2021.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on AIMZ Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.