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

Aspen 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 Q2	$1.95M	Sell	34,239 -414	-1%	-$22K	0.52%	60
2026 Q1	$1.69M	Buy	34,653 +2,781	+9%	+$144K	0.52%	65
2025 Q4	$1.75M	Sell	31,872 -1,299	-4%	-$68.7K	0.53%	59
2025 Q3	$1.71M	Sell	33,171 -1,449	-4%	-$70.7K	0.66%	44
2025 Q2	$1.64M	Sell	34,620 -100	-0.3%	-$4.21K	0.69%	44
2025 Q1	$1.45M	Buy	34,720 +370	+1%	+$16.5K	0.67%	49
2024 Q4	$1.51M	Hold	34,350	–	–	0.7%	43
2024 Q3	$1.36M	Sell	34,350 -573	-2%	-$23K	0.64%	48
2024 Q2	$1.39M	Sell	34,923 -629	-2%	-$24.1K	0.69%	47
2024 Q1	$1.35M	Sell	35,552 -400	-1%	-$13.7K	0.68%	45
2023 Q4	$1.21M	Sell	35,952 -54	-0.1%	-$1.57K	0.68%	46
2023 Q3	$985K	Buy	36,006 +1,825	+5%	+$54K	0.6%	50
2023 Q2	$981K	Buy	34,181 +20	+0.1%	+$571	0.58%	56
2023 Q1	$977K	Sell	34,161 -1,080	-3%	-$35.7K	0.62%	53
2022 Q4	$1.17M	Sell	35,241 -1,145	-3%	-$39.4K	0.76%	40
2022 Q3	$1.1M	Sell	36,386 -800	-2%	-$26.7K	0.73%	44
2022 Q2	$1.16M	Sell	37,186 -5,375	-13%	-$194K	0.72%	46
2022 Q1	$1.75M	Buy	42,561 +2,854	+7%	+$129K	0.92%	30
2021 Q4	$1.77M	Buy	39,707 +975	+3%	+$44.4K	0.87%	30
2021 Q3	$1.64M	Buy	38,732 +1,459	+4%	+$58.8K	0.87%	35
2021 Q2	$1.54M	Sell	37,273 -26	-0.1%	-$1.07K	0.8%	39
2021 Q1	$1.44M	Buy	37,299 +927	+3%	+$32K	0.8%	40
2020 Q4	$1.1M	Buy	36,372 +2,249	+7%	+$60.3K	0.65%	53
2020 Q3	$822K	Buy	34,123 +760	+2%	+$18.9K	0.55%	63
2020 Q2	$792K	Sell	33,363 -525	-2%	-$12.4K	0.57%	59
2020 Q1	$719K	Sell	33,888 -2,730	-7%	-$81.8K	0.62%	52
2019 Q4	$1.29M	Buy	36,618 +200	+0.5%	+$6.46K	0.8%	37
2019 Q3	$1.06M	Buy	36,418 +400	+1%	+$11.5K	0.71%	45
2019 Q2	$1.04M	Buy	36,018 +50	+0.1%	+$1.44K	0.69%	50
2019 Q1	$992K	Hold	35,968	–	–	0.69%	48
2018 Q4	$886K	Buy	35,968 +3,000	+9%	+$81.4K	0.71%	46
2018 Q3	$971K	Buy	32,968 +500	+2%	+$15.2K	0.64%	46
2018 Q2	$915K	Buy	32,468 +950	+3%	+$28.3K	0.63%	49
2018 Q1	$945K	Buy	31,518 +1,775	+6%	+$55.8K	0.68%	45
2017 Q4	$878K	Sell	29,743 -2,500	-8%	-$68.9K	0.62%	44
2017 Q3	$817K	Hold	32,243	–	–	0.61%	46
2017 Q2	$782K	Hold	32,243	–	–	0.59%	43
2017 Q1	$761K	Hold	32,243	–	–	0.56%	44
2016 Q4	$713K	Sell	32,243 -300	-0.9%	-$5.78K	0.54%	46
2016 Q3	$509K	Hold	32,543	–	–	0.4%	61
2016 Q2	$432K	Buy	32,543 +5,450	+20%	+$76.6K	0.36%	70
2016 Q1	$367K	Buy	27,093 +875	+3%	+$11.8K	0.34%	71
2015 Q4	$441K	Sell	26,218 -1,500	-5%	-$25.4K	0.44%	63
2015 Q3	$431K	Sell	27,718 -490	-2%	-$8.24K	0.42%	65
2015 Q2	$481K	Hold	28,208	–	–	0.4%	68
2015 Q1	$434K	Sell	28,208 -75	-0.3%	-$1.21K	0.35%	72
2014 Q4	$506K	Buy	28,283 +25	+0.1%	+$428	0.43%	67
2014 Q3	$482K	Sell	28,258 -18,410	-39%	-$293K	0.4%	65
2014 Q2	$717K	Buy	46,668 +225	+0.5%	+$3.49K	0.44%	70
2014 Q1	$799K	Buy	46,443 +580	+1%	+$9.76K	0.51%	65
2013 Q4	$714K	Sell	45,863 -2,025	-4%	-$30K	0.48%	71
2013 Q3	$661K	Sell	47,888 -80	-0.2%	-$1.14K	0.47%	73
2013 Q2	$617K	Buy	+47,968	New	+$612K	0.42%	73

Other funds holding BAC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Aspen Investment Management's BAC Position: Q2 2026 in Review

Aspen Investment Management reduced its Bank of America (BAC) stake by 1.2% in Q2 2026, selling an estimated $22K and leaving 34,239 shares worth $1.95M. The position accounts for 0.52% of the portfolio, ranked #60.

Aspen Investment Management first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

Aspen Investment Management held 34,239 shares of Bank of America worth $1.95M as of Q2 2026.
Aspen Investment Management sold 414 Bank of America shares in Q2 2026, an estimated $22K.
Bank of America made up 0.52% of Aspen Investment Management's portfolio in Q2 2026, its #60 holding.
Aspen Investment Management first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Aspen Investment Management's 13F filing for Q2 2026, filed 17 Jul 2026.