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Appleton Partners’s Bank of America BAC Stock Holding History

Appleton Partners’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 		$2.09M Sell
36,745
-711
-2% -$37.8K 0.13% 110
2026
Q1 		$1.83M Sell
37,456
-960
-2% -$49.5K 0.13% 111
2025
Q4 		$2.11M Sell
38,416
-2,555
-6% -$135K 0.14% 110
2025
Q3 		$2.11M Sell
40,971
-258
-0.6% -$12.6K 0.14% 114
2025
Q2 		$1.95M Sell
41,229
-3,155
-7% -$133K 0.14% 111
2025
Q1 		$1.85M Sell
44,384
-234,360
-84% -$10.4M 0.14% 110
2024
Q4 		$12.3M Sell
278,744
-16,432
-6% -$723K 0.91% 34
2024
Q3 		$11.7M Sell
295,176
-5,915
-2% -$237K 0.86% 39
2024
Q2 		$12M Sell
301,091
-3,428
-1% -$131K 0.92% 33
2024
Q1 		$11.5M Sell
304,519
-12,961
-4% -$445K 0.9% 35
2023
Q4 		$10.7M Buy
317,480
+8,438
+3% +$246K 0.86% 32
2023
Q3 		$8.46M Sell
309,042
-1,541
-0.5% -$45.6K 0.75% 38
2023
Q2 		$8.91M Sell
310,583
-32,409
-9% -$925K 0.75% 39
2023
Q1 		$9.81M Buy
342,992
+95
+0% +$3.14K 0.87% 28
2022
Q4 		$11.4M Sell
342,897
-10,120
-3% -$349K 1.08% 24
2022
Q3 		$10.7M Sell
353,017
-53,614
-13% -$1.79M 1.07% 23
2022
Q2 		$12.7M Buy
406,631
+540
+0.1% +$19.4K 1.2% 18
2022
Q1 		$16.7M Sell
406,091
-576
-0.1% -$26K 1.37% 13
2021
Q4 		$18.1M Buy
406,667
+13,165
+3% +$600K 1.36% 15
2021
Q3 		$16.7M Buy
393,502
+4,258
+1% +$172K 1.39% 14
2021
Q2 		$16M Buy
389,244
+13,588
+4% +$557K 1.37% 17
2021
Q1 		$14.5M Buy
375,656
+11,825
+3% +$408K 1.35% 15
2020
Q4 		$11M Buy
363,831
+2,423
+0.7% +$64.9K 1.09% 29
2020
Q3 		$8.71M Buy
361,408
+7,492
+2% +$187K 0.96% 29
2020
Q2 		$8.4M Buy
353,916
+379
+0.1% +$8.96K 1.01% 29
2020
Q1 		$7.51M Sell
353,537
-4,342
-1% -$130K 1.04% 28
2019
Q4 		$12.6M Buy
357,879
+6,333
+2% +$205K 1.38% 14
2019
Q3 		$10.3M Buy
351,546
+12,729
+4% +$366K 1.24% 22
2019
Q2 		$9.83M Buy
338,817
+5,698
+2% +$164K 1.21% 20
2019
Q1 		$9.19M Buy
333,119
+2,467
+0.7% +$69.7K 1.22% 19
2018
Q4 		$8.15M Sell
330,652
-763
-0.2% -$20.7K 1.22% 19
2018
Q3 		$9.76M Buy
331,415
+5,029
+2% +$153K 1.3% 15
2018
Q2 		$9.2M Buy
326,386
+4,834
+2% +$144K 1.32% 15
2018
Q1 		$9.64M Buy
321,552
+26
+0% +$817 1.46% 12
2017
Q4 		$9.49M Buy
321,526
+20,225
+7% +$558K 1.47% 10
2017
Q3 		$7.63M Sell
301,301
-18,598
-6% -$451K 1.29% 14
2017
Q2 		$7.76M Buy
319,899
+39,700
+14% +$926K 1.3% 15
2017
Q1 		$6.61M Sell
280,199
-60,990
-18% -$1.45M 1.22% 20
2016
Q4 		$7.54M Sell
341,189
-137
-0% -$2.64K 1.52% 16
2016
Q3 		$5.34M Buy
341,326
+99,468
+41% +$1.48M 1.01% 37
2016
Q2 		$3.21M Sell
241,858
-526
-0.2% -$7.39K 0.66% 53
2016
Q1 		$3.28M Buy
242,384
+18,986
+8% +$256K 0.65% 54
2015
Q4 		$3.76M Buy
223,398
+1,410
+0.6% +$23.8K 0.74% 48
2015
Q3 		$3.46M Buy
221,988
+1,000
+0.5% +$16.8K 0.79% 45
2015
Q2 		$3.76M Buy
220,988
+106,762
+93% +$1.76M 0.84% 44
2015
Q1 		$1.76M Buy
114,226
+6,075
+6% +$97.6K 0.4% 66
2014
Q4 		$1.94M Buy
108,151
+1,765
+2% +$30.2K 0.44% 61
2014
Q3 		$1.81M Sell
106,386
-2,684
-2% -$42.7K 0.42% 65
2014
Q2 		$1.68M Sell
109,070
-271,699
-71% -$4.22M 0.39% 68
2014
Q1 		$6.55M Buy
380,769
+20,768
+6% +$349K 1.55% 22
2013
Q4 		$5.61M Buy
360,001
+8,860
+3% +$131K 1.34% 34
2013
Q3 		$4.85M Buy
351,141
+26,453
+8% +$378K 1.3% 34
2013
Q2 		$4.18M Buy
+324,688
New +$4.14M 1.2% 35

Other funds holding BAC

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 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

Appleton Partners's BAC Position: Q2 2026 in Review

Appleton Partners reduced its Bank of America (BAC) stake by 1.9% in Q2 2026, selling an estimated $37.8K and leaving 36,745 shares worth $2.09M. The position accounts for 0.13% of the portfolio, ranked #110.

Appleton Partners first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $18.1M in Q4 2021. 1,723 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Appleton Partners held 36,745 shares of Bank of America worth $2.09M as of Q2 2026.
  • Appleton Partners sold 711 Bank of America shares in Q2 2026, an estimated $37.8K.
  • Bank of America made up 0.13% of Appleton Partners's portfolio in Q2 2026, its #110 holding.
  • Appleton Partners first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • Appleton Partners's Bank of America position peaked at $18.1M in Q4 2021.
  • 1,723 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Appleton Partners's 13F filing for Q2 2026, filed 21 Jul 2026.