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Angeles Wealth Management’s Bank of America BAC Stock Holding History

Angeles Wealth 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 		$2.23M Buy
45,844
+1,908
+4% +$98.5K 0.12% 72
2025
Q4 		$2.42M Buy
43,936
+3,406
+8% +$180K 0.13% 65
2025
Q3 		$2.09M Buy
40,530
+403
+1% +$19.7K 0.13% 60
2025
Q2 		$1.9M Buy
40,127
+1,040
+3% +$43.8K 0.13% 58
2025
Q1 		$1.63M Sell
39,087
-263
-0.7% -$11.7K 0.14% 63
2024
Q4 		$1.73M Buy
39,350
+13,861
+54% +$610K 0.14% 57
2024
Q3 		$1.01M Sell
25,489
-101,167
-80% -$4.05M 0.09% 82
2024
Q2 		$5.04M Buy
126,656
+9,346
+8% +$358K 0.47% 29
2024
Q1 		$4.45M Buy
117,310
+2,490
+2% +$85.5K 0.45% 28
2023
Q4 		$3.87M Buy
114,820
+101,584
+767% +$2.96M 0.47% 25
2023
Q3 		$362K Buy
13,236
+3,919
+42% +$116K 0.05% 113
2023
Q2 		$267K Sell
9,317
-5,575
-37% -$159K 0.04% 151
2023
Q1 		$426K Buy
14,892
+1,453
+11% +$48K 0.06% 118
2022
Q4 		$445K Buy
13,439
+4,113
+44% +$142K 0.08% 107
2022
Q3 		$282K Buy
+9,326
New +$312K 0.06% 126

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

Angeles Wealth Management's BAC Position: Q1 2026 in Review

Angeles Wealth Management increased its Bank of America (BAC) stake by 4.3% in Q1 2026, buying an estimated $98.5K and bringing the position to 45,844 shares worth $2.23M. The position accounts for 0.12% of the portfolio, ranked #72.

Angeles Wealth Management first reported a position in BAC in Q3 2022 and has held it in 15 quarters since. The position peaked at $5.04M in Q2 2024. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Angeles Wealth Management held 45,844 shares of Bank of America worth $2.23M as of Q1 2026.
  • Angeles Wealth Management bought 1,908 Bank of America shares in Q1 2026, an estimated $98.5K.
  • Bank of America made up 0.12% of Angeles Wealth Management's portfolio in Q1 2026, its #72 holding.
  • Angeles Wealth Management first reported a position in Bank of America in Q3 2022 and has held it in 15 quarters since.
  • Angeles Wealth Management's Bank of America position peaked at $5.04M in Q2 2024.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Angeles Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.