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Aull & Monroe Investment Management’s Bank of America BAC Stock Holding History

Aull & Monroe 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 		$3.08M Sell
54,025
-1,081
-2% -$57.5K 1.29% 25
2026
Q1 		$2.69M Sell
55,106
-198
-0.4% -$10.2K 1.25% 28
2025
Q4 		$3.04M Buy
55,304
+390
+0.7% +$20.6K 1.52% 22
2025
Q3 		$2.83M Sell
54,914
-2,732
-5% -$133K 1.45% 24
2025
Q2 		$2.73M Sell
57,646
-6,034
-9% -$254K 1.46% 23
2025
Q1 		$2.66M Buy
63,680
+2,765
+5% +$123K 1.32% 24
2024
Q4 		$2.68M Sell
60,915
-3,805
-6% -$167K 1.37% 24
2024
Q3 		$2.57M Sell
64,720
-1,543
-2% -$61.8K 1.19% 27
2024
Q2 		$2.64M Hold
66,263
– – 1.29% 25
2024
Q1 		$2.51M Sell
66,263
-1,891
-3% -$64.9K 1.15% 29
2023
Q4 		$2.29M Sell
68,154
-1,107
-2% -$32.2K 1.13% 30
2023
Q3 		$1.9M Sell
69,261
-1,362
-2% -$40.3K 0.99% 37
2023
Q2 		$2.03M Hold
70,623
– – 1.02% 36
2023
Q1 		$2.02M Sell
70,623
-2,517
-3% -$83.1K 1.03% 36
2022
Q4 		$2.42M Sell
73,140
-1,411
-2% -$48.6K 1.21% 26
2022
Q3 		$2.25M Sell
74,551
-4,625
-6% -$155K 1.23% 26
2022
Q2 		$2.46M Sell
79,176
-1,015
-1% -$36.5K 1.25% 27
2022
Q1 		$3.31M Hold
80,191
– – 1.49% 22
2021
Q4 		$3.57M Sell
80,191
-300
-0.4% -$13.7K 1.59% 19
2021
Q3 		$3.42M Sell
80,491
-209
-0.3% -$8.42K 1.68% 15
2021
Q2 		$3.33M Hold
80,700
– – 1.58% 18
2021
Q1 		$3.12M Sell
80,700
-1,550
-2% -$53.5K 1.52% 21
2020
Q4 		$2.49M Buy
82,250
+12,990
+19% +$348K 1.33% 27
2020
Q3 		$1.67M Sell
69,260
-700
-1% -$17.4K 0.98% 34
2020
Q2 		$1.66M Sell
69,960
-1,237
-2% -$29.2K 1.03% 35
2020
Q1 		$1.51M Buy
71,197
+2,126
+3% +$63.7K 1.01% 37
2019
Q4 		$2.43M Sell
69,071
-1,050
-1% -$33.9K 1.23% 26
2019
Q3 		$2.05M Sell
70,121
-1,417
-2% -$40.7K 1.08% 32
2019
Q2 		$2.07M Buy
71,538
+4,976
+7% +$144K 1.1% 33
2019
Q1 		$1.84M Sell
66,562
-5,300
-7% -$150K 0.98% 37
2018
Q4 		$1.77M Sell
71,862
-5,907
-8% -$160K 1.01% 38
2018
Q3 		$2.29M Hold
77,769
– – 1.11% 31
2018
Q2 		$2.19M Buy
77,769
+4,184
+6% +$125K 1.13% 29
2018
Q1 		$2.21M Sell
73,585
-75
-0.1% -$2.36K 1.15% 29
2017
Q4 		$2.17M Sell
73,660
-2,452
-3% -$67.6K 1.1% 32
2017
Q3 		$1.93M Sell
76,112
-1,100
-1% -$26.7K 0.99% 34
2017
Q2 		$1.87M Hold
77,212
– – 1% 35
2017
Q1 		$1.82M Sell
77,212
-400
-0.5% -$9.49K 0.97% 35
2016
Q4 		$1.72M Sell
77,612
-600
-0.8% -$11.6K 0.96% 36
2016
Q3 		$1.22M Hold
78,212
– – 0.7% 48
2016
Q2 		$1.04M Sell
78,212
-380
-0.5% -$5.34K 0.6% 59
2016
Q1 		$1.06M Sell
78,592
-2,050
-3% -$27.7K 0.64% 54
2015
Q4 		$1.36M Buy
80,642
+10,802
+15% +$183K 0.84% 42
2015
Q3 		$1.09M Buy
69,840
+3,007
+4% +$50.6K 0.71% 54
2015
Q2 		$1.18M Sell
66,833
-4,145
-6% -$68.3K 0.7% 54
2015
Q1 		$1.09M Sell
70,978
-500
-0.7% -$8.03K 0.61% 56
2014
Q4 		$1.28M Sell
71,478
-3,100
-4% -$53K 0.7% 53
2014
Q3 		$1.27M Buy
74,578
+2,397
+3% +$38.2K 0.67% 54
2014
Q2 		$1.11M Sell
72,181
-877
-1% -$13.6K 0.59% 61
2014
Q1 		$1.26M Sell
73,058
-300
-0.4% -$5.05K 0.72% 51
2013
Q4 		$1.14M Buy
73,358
+474
+0.7% +$7.03K 0.67% 54
2013
Q3 		$1.01M Sell
72,884
-337
-0.5% -$4.81K 0.65% 55
2013
Q2 		$941K Buy
+73,221
New +$934K 0.63% 56

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

Aull & Monroe Investment Management's BAC Position: Q2 2026 in Review

Aull & Monroe Investment Management reduced its Bank of America (BAC) stake by 2% in Q2 2026, selling an estimated $57.5K and leaving 54,025 shares worth $3.08M. The position accounts for 1.29% of the portfolio, ranked #25.

Aull & Monroe Investment Management first reported a position in BAC in Q2 2013 and has held it in 53 quarters since. The position peaked at $3.57M in Q4 2021. 1,183 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Aull & Monroe Investment Management held 54,025 shares of Bank of America worth $3.08M as of Q2 2026.
  • Aull & Monroe Investment Management sold 1,081 Bank of America shares in Q2 2026, an estimated $57.5K.
  • Bank of America made up 1.29% of Aull & Monroe Investment Management's portfolio in Q2 2026, its #25 holding.
  • Aull & Monroe Investment Management first reported a position in Bank of America in Q2 2013 and has held it in 53 quarters since.
  • Aull & Monroe Investment Management's Bank of America position peaked at $3.57M in Q4 2021.
  • 1,183 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Aull & Monroe Investment Management's 13F filing for Q2 2026, filed 20 Jul 2026.