Apollon Wealth Management
BAC icon

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
Q3 		$12M Buy
221,172
+17,379
+9% +$1.06M 0.14% 145
2026
Q2 		$11.6M Buy
203,793
+5,720
+3% +$304K 0.14% 140
2026
Q1 		$9.7M 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 		$9.6M 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 		$3.14M 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

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Apollon Wealth Management's BAC Position: Q3 2026 in Review

Apollon Wealth Management increased its Bank of America (BAC) stake by 8.5% in Q3 2026, buying an estimated $1.06M and bringing the position to 221,172 shares worth $12M. The position accounts for 0.14% of the portfolio, ranked #145.

Apollon Wealth Management first reported a position in BAC in Q2 2020 and has held it in 25 quarters since. 3,152 funds tracked by Wall St. Rank hold BAC as of Q3 2026.

  • Apollon Wealth Management held 221,172 shares of Bank of America worth $12M as of Q3 2026.
  • Apollon Wealth Management bought 17,379 Bank of America shares in Q3 2026, an estimated $1.06M.
  • Bank of America made up 0.14% of Apollon Wealth Management's portfolio in Q3 2026, its #145 holding.
  • Apollon Wealth Management first reported a position in Bank of America in Q2 2020 and has held it in 25 quarters since.
  • 3,152 funds tracked by Wall St. Rank held Bank of America as of Q3 2026.

Based on Apollon Wealth Management's 13F filing for Q3 2026, filed 23 Oct 2026.