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Altman Advisors’s Bank of America BAC Stock Holding History

Altman Advisors’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 		$2.09M Sell
42,778
-6,757
-14% -$349K 0.86% 52
2025
Q4 		$2.72M Sell
49,535
-471
-0.9% -$24.9K 1.03% 34
2025
Q3 		$2.58M Buy
50,006
+59
+0.1% +$2.88K 0.99% 36
2025
Q2 		$2.4M Buy
49,947
+152
+0.3% +$6.39K 0.98% 39
2025
Q1 		$1.99M Buy
49,795
+905
+2% +$40.3K 0.92% 47
2024
Q4 		$2.15M Buy
48,890
+72
+0.1% +$3.17K 0.92% 39
2024
Q3 		$1.94M Buy
48,818
+409
+0.8% +$16.4K 0.86% 42
2024
Q2 		$1.93M Sell
48,409
-125
-0.3% -$4.79K 1.09% 32
2024
Q1 		$1.82M Buy
48,534
+17,635
+57% +$605K 0.89% 45
2023
Q4 		$1.04M Sell
30,899
-17,883
-37% -$521K 0.55% 75
2023
Q3 		$1.34M Buy
+48,782
New +$1.44M 0.83% 55
2023
Q1 		$870 Buy
31,232
+5,539
+22% +$183K ﹤0.01% 76
2022
Q4 		$883K Sell
25,693
-3,121
-11% -$108K 0.55% 73
2022
Q3 		$870K Buy
28,814
+603
+2% +$20.2K 0.55% 74
2022
Q2 		$932K Buy
28,211
+1,306
+5% +$47K 0.53% 77
2022
Q1 		$1.11M Buy
+26,905
New +$1.21M 0.57% 69
2020
Q1 		– Sell
-88,057
Closed -$3.1M – 78
2019
Q4 		$3.1M Sell
88,057
-487
-0.6% -$15.7K 2.48% 6
2019
Q3 		$2.58M Buy
88,544
+14,476
+20% +$416K 2.19% 14
2019
Q2 		$2.15M Buy
74,068
+1,170
+2% +$33.7K 1.8% 24
2019
Q1 		$2.01M Buy
72,898
+1,347
+2% +$38.1K 1.85% 26
2018
Q4 		$1.76M Sell
71,551
-1,981
-3% -$53.7K 1.93% 22
2018
Q3 		$2.17M Buy
+73,532
New +$2.24M 1.95% 28
2018
Q2 		– Sell
-72,973
Closed -$2.19M – 71
2018
Q1 		$2.19M Sell
72,973
-9,943
-12% -$312K 2.1% 17
2017
Q4 		$2.45M Buy
+82,916
New +$2.29M 2.13% 12

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Altman Advisors's BAC Position: Q1 2026 in Review

Altman Advisors reduced its Bank of America (BAC) stake by 14% in Q1 2026, selling an estimated $349K and leaving 42,778 shares worth $2.09M. The position accounts for 0.86% of the portfolio, ranked #52.

Altman Advisors first reported a position in BAC in Q4 2017 and has held it in 24 quarters since. The position peaked at $3.1M in Q4 2019. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Altman Advisors held 42,778 shares of Bank of America worth $2.09M as of Q1 2026.
  • Altman Advisors sold 6,757 Bank of America shares in Q1 2026, an estimated $349K.
  • Bank of America made up 0.86% of Altman Advisors's portfolio in Q1 2026, its #52 holding.
  • Altman Advisors first reported a position in Bank of America in Q4 2017 and has held it in 24 quarters since.
  • Altman Advisors's Bank of America position peaked at $3.1M in Q4 2019.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Altman Advisors's 13F filing for Q1 2026, filed 5 May 2026.