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

Anchor 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	$3.83M	Buy	78,518 +1,436	+2%	+$74.1K	0.32%	82
2025 Q4	$4.24M	Sell	77,082 -981	-1%	-$51.9K	0.34%	73
2025 Q3	$4.03M	Sell	78,063 -1,657	-2%	-$80.8K	0.33%	78
2025 Q2	$3.77M	Sell	79,720 -1,660	-2%	-$69.8K	0.33%	80
2025 Q1	$3.4M	Buy	81,380 +56	+0.1%	+$2.5K	0.32%	83
2024 Q4	$3.57M	Sell	81,324 -5,023	-6%	-$221K	0.33%	80
2024 Q3	$3.43M	Sell	86,347 -14,331	-14%	-$574K	0.32%	83
2024 Q2	$4M	Buy	100,678 +9,604	+11%	+$368K	0.41%	64
2024 Q1	$3.45M	Buy	91,074 +733	+0.8%	+$25.2K	0.36%	76
2023 Q4	$3.04M	Buy	90,341 +973	+1%	+$28.3K	0.35%	78
2023 Q3	$2.45M	Sell	89,368 -1,297	-1%	-$38.4K	0.32%	86
2023 Q2	$2.6M	Buy	90,665 +1,688	+2%	+$48.2K	0.33%	88
2023 Q1	$2.54M	Buy	88,977 +3,775	+4%	+$125K	0.35%	79
2022 Q4	$2.82M	Sell	85,202 -924	-1%	-$31.8K	0.4%	68
2022 Q3	$2.6M	Buy	86,126 +9,097	+12%	+$304K	0.4%	68
2022 Q2	$2.4M	Buy	77,029 +944	+1%	+$34K	0.35%	77
2022 Q1	$3.14M	Buy	76,085 +552	+0.7%	+$24.9K	0.4%	73
2021 Q4	$3.36M	Buy	75,533 +6,024	+9%	+$274K	0.42%	67
2021 Q3	$2.95M	Buy	69,509 +707	+1%	+$28.5K	0.41%	70
2021 Q2	$2.84M	Buy	68,802 +2,643	+4%	+$108K	0.39%	72
2021 Q1	$2.56M	Buy	66,159 +1,656	+3%	+$57.1K	0.39%	73
2020 Q4	$1.96M	Buy	64,503 +2,271	+4%	+$60.9K	0.35%	84
2020 Q3	$1.5M	Buy	62,232 +2,171	+4%	+$54.1K	0.3%	88
2020 Q2	$1.43M	Sell	60,061 -3,279	-5%	-$77.5K	0.32%	87
2020 Q1	$1.34M	Sell	63,340 -8,291	-12%	-$249K	0.35%	81
2019 Q4	$2.52M	Sell	71,631 -429	-0.6%	-$13.9K	0.54%	54
2019 Q3	$2.1M	Sell	72,060 -5,035	-7%	-$145K	0.48%	67
2019 Q2	$2.24M	Buy	77,095 +3,088	+4%	+$89.1K	0.53%	55
2019 Q1	$2.04M	Buy	74,007 +1,300	+2%	+$36.7K	0.51%	54
2018 Q4	$1.79M	Sell	72,707 -41,883	-37%	-$1.14M	0.51%	56
2018 Q3	$3.38M	Sell	114,590 -2,450	-2%	-$74.6K	0.77%	27
2018 Q2	$3.3M	Buy	117,040 +20,356	+21%	+$607K	0.81%	24
2018 Q1	$2.9M	Sell	96,684 -74	-0.1%	-$2.32K	0.76%	29
2017 Q4	$2.86M	Sell	96,758 -1,022	-1%	-$28.2K	0.76%	32
2017 Q3	$2.48M	Buy	97,780 +2,358	+2%	+$57.2K	0.73%	35
2017 Q2	$2.31M	Sell	95,422 -850	-0.9%	-$19.8K	0.77%	35
2017 Q1	$2.27M	Sell	96,272 -2,614	-3%	-$62K	0.78%	33
2016 Q4	$2.19M	Hold	98,886	–	–	0.82%	31
2016 Q3	$1.55M	Sell	98,886 -4,850	-5%	-$72.2K	0.6%	47
2016 Q2	$1.38M	Sell	103,736 -1,750	-2%	-$24.6K	0.54%	55
2016 Q1	$1.43M	Buy	+105,486	New	+$1.42M	0.58%	50

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

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

Anchor Investment Management increased its Bank of America (BAC) stake by 1.9% in Q1 2026, buying an estimated $74.1K and bringing the position to 78,518 shares worth $3.83M. The position accounts for 0.32% of the portfolio, ranked #82.

Anchor Investment Management first reported a position in BAC in Q1 2016 and has held it in 41 quarters since. The position peaked at $4.24M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Anchor Investment Management held 78,518 shares of Bank of America worth $3.83M as of Q1 2026.
Anchor Investment Management bought 1,436 Bank of America shares in Q1 2026, an estimated $74.1K.
Bank of America made up 0.32% of Anchor Investment Management's portfolio in Q1 2026, its #82 holding.
Anchor Investment Management first reported a position in Bank of America in Q1 2016 and has held it in 41 quarters since.
Anchor Investment Management's Bank of America position peaked at $4.24M in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.