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

Apollon 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
Q2 		$11.6M Buy
203,793
+5,720
+3% +$304K 0.14% 140
2026
Q1 		$9.66M Buy
198,073
+10,960
+6% +$566K 0.16% 133
2025
Q4 		$10.3M Buy
187,113
+1,227
+0.7% +$64.9K 0.18% 112
2025
Q3 		$9.59M Sell
185,886
-1,184
-0.6% -$57.8K 0.17% 113
2025
Q2 		$8.85M Buy
187,070
+4,108
+2% +$173K 0.17% 114
2025
Q1 		$7.63M Buy
182,962
+21,587
+13% +$962K 0.17% 121
2024
Q4 		$7.09M Buy
161,375
+15,073
+10% +$663K 0.16% 112
2024
Q3 		$5.81M Sell
146,302
-3,941
-3% -$158K 0.16% 110
2024
Q2 		$5.98M Buy
150,243
+11,748
+8% +$450K 0.18% 103
2024
Q1 		$5.25M Buy
138,495
+4,315
+3% +$148K 0.17% 113
2023
Q4 		$4.52M Buy
134,180
+41,728
+45% +$1.21M 0.16% 121
2023
Q3 		$2.53M Sell
92,452
-7,262
-7% -$215K 0.13% 151
2023
Q2 		$2.86M Buy
99,714
+2,497
+3% +$71.3K 0.14% 155
2023
Q1 		$2.78M Sell
97,217
-6,129
-6% -$202K 0.17% 126
2022
Q4 		$3.42M Buy
103,346
+6,764
+7% +$233K 0.24% 89
2022
Q3 		$2.92M Buy
96,582
+13,061
+16% +$437K 0.24% 89
2022
Q2 		$2.6M Buy
83,521
+7,462
+10% +$269K 0.22% 100
2022
Q1 		$3.13M Buy
76,059
+68,554
+913% +$3.09M 0.22% 95
2021
Q4 		$334K Sell
7,505
-7,288
-49% -$332K 0.03% 559
2021
Q3 		$628K Buy
14,793
+451
+3% +$18.2K 0.09% 226
2021
Q2 		$591K Buy
14,342
+658
+5% +$27K 0.11% 197
2021
Q1 		$529K Buy
13,684
+310
+2% +$10.7K 0.1% 192
2020
Q4 		$405K Buy
+13,374
New +$358K 0.11% 134
2020
Q3 		– Sell
-5,947
Closed -$141K – 201
2020
Q2 		$141K Buy
+5,947
New +$141K 0.08% 145

Other funds holding BAC

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
AAIS
ABN AMRO Investment Solutions Paris Cedex 008 $11.5B AUM 32.2% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Apollon Wealth Management's BAC Position: Q2 2026 in Review

Apollon Wealth Management increased its Bank of America (BAC) stake by 2.9% in Q2 2026, buying an estimated $304K and bringing the position to 203,793 shares worth $11.6M. The position accounts for 0.14% of the portfolio, ranked #140.

Apollon Wealth Management first reported a position in BAC in Q2 2020 and has held it in 24 quarters since. 1,048 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Apollon Wealth Management held 203,793 shares of Bank of America worth $11.6M as of Q2 2026.
  • Apollon Wealth Management bought 5,720 Bank of America shares in Q2 2026, an estimated $304K.
  • Bank of America made up 0.14% of Apollon Wealth Management's portfolio in Q2 2026, its #140 holding.
  • Apollon Wealth Management first reported a position in Bank of America in Q2 2020 and has held it in 24 quarters since.
  • 1,048 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Apollon Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.