Aljian Capital Management’s Bank of America BAC Stock Holding History

Aljian Capital 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	$2.05M	Buy	42,106 +773	+2%	+$39.9K	0.42%	31
2025 Q4	$2.27M	Sell	41,333 -1,216	-3%	-$64.3K	0.45%	29
2025 Q3	$2.2M	Sell	42,549 -1,866	-4%	-$91K	0.44%	30
2025 Q2	$2.1M	Sell	44,415 -5,663	-11%	-$238K	0.46%	29
2025 Q1	$2.09M	Sell	50,078 -506	-1%	-$22.5K	0.5%	26
2024 Q4	$2.22M	Sell	50,584 -556	-1%	-$24.5K	0.48%	25
2024 Q3	$2.03M	Buy	+51,140	New	+$2.05M	0.47%	26
2024 Q1	–	Sell	-7,900	Closed	-$266K	–	38
2023 Q4	$266K	Sell	7,900 -70	-0.9%	-$2.04K	0.11%	37
2023 Q3	$218K	Hold	7,970	–	–	0.1%	35
2023 Q2	$229K	Hold	7,970	–	–	0.1%	42
2023 Q1	$228K	Sell	7,970 -1,500	-16%	-$49.5K	0.12%	42
2022 Q4	$314K	Buy	9,470 +1,400	+17%	+$48.2K	0.18%	39
2022 Q3	$245K	Hold	8,070	–	–	0.13%	46
2022 Q2	$250K	Hold	8,070	–	–	0.14%	47
2022 Q1	$336K	Hold	8,070	–	–	0.14%	50
2021 Q4	$360K	Sell	8,070 -170	-2%	-$7.75K	0.14%	50
2021 Q3	$352K	Hold	8,240	–	–	0.15%	46
2021 Q2	$340K	Sell	8,240 -400	-5%	-$16.4K	0.15%	49
2021 Q1	$335K	Sell	8,640 -200	-2%	-$6.9K	0.16%	49
2020 Q4	$268K	Sell	8,840 -500	-5%	-$13.4K	0.14%	45
2020 Q3	$225K	Hold	9,340	–	–	0.13%	45
2020 Q2	$222K	Buy	+9,340	New	+$221K	0.14%	40
2020 Q1	–	Sell	-8,840	Closed	-$311K	–	43
2019 Q4	$311K	Hold	8,840	–	–	0.23%	43
2019 Q3	$258K	Hold	8,840	–	–	0.21%	44
2019 Q2	$256K	Sell	8,840 -54	-0.6%	-$1.56K	0.21%	48
2019 Q1	$245K	Sell	8,894 -3	-0%	-$85	0.21%	49
2018 Q4	$219K	Buy	+8,897	New	+$241K	0.22%	49

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

Aljian Capital Management's BAC Position: Q1 2026 in Review

Aljian Capital Management increased its Bank of America (BAC) stake by 1.9% in Q1 2026, buying an estimated $39.9K and bringing the position to 42,106 shares worth $2.05M. The position accounts for 0.42% of the portfolio, ranked #31.

Aljian Capital Management first reported a position in BAC in Q4 2018 and has held it in 27 quarters since. The position peaked at $2.27M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Aljian Capital Management held 42,106 shares of Bank of America worth $2.05M as of Q1 2026.
Aljian Capital Management bought 773 Bank of America shares in Q1 2026, an estimated $39.9K.
Bank of America made up 0.42% of Aljian Capital Management's portfolio in Q1 2026, its #31 holding.
Aljian Capital Management first reported a position in Bank of America in Q4 2018 and has held it in 27 quarters since.
Aljian Capital Management's Bank of America position peaked at $2.27M in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Aljian Capital Management's 13F filing for Q1 2026, filed 29 Apr 2026.