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

Axiom 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
Q1 		$1.25M Buy
+25,541
New +$1.32M 0.95% 32
2022
Q4 		$4.1M Buy
123,823
+9,105
+8% +$314K 10.67% 1
2022
Q3 		$3.46M Buy
114,718
+100,933
+732% +$3.37M 6.92% 1
2022
Q2 		$430K Sell
13,785
-1,087
-7% -$39.1K 1.24% 32
2022
Q1 		$612K Sell
14,872
-4,080
-22% -$184K 1.33% 22
2021
Q4 		$839K Sell
18,952
-1,776
-9% -$80.9K 0.81% 33
2021
Q3 		$880K Buy
20,728
+4,994
+32% +$201K 0.88% 26
2021
Q2 		$651K Sell
15,734
-4,017
-20% -$165K 0.51% 52
2021
Q1 		$766K Buy
19,751
+18,941
+2,338% +$654K 0.62% 44
2020
Q4 		$374 Sell
810
-17,930
-96% -$481K 0.34% 72
2020
Q3 		$449K Sell
18,740
-4,036
-18% -$100K 0.51% 49
2020
Q2 		$542K Buy
22,776
+5,843
+35% +$138K 0.72% 42
2020
Q1 		$360K Sell
16,933
-5,265
-24% -$158K 0.64% 49
2019
Q4 		$787K Sell
22,198
-70,002
-76% -$2.26M 1.13% 20
2019
Q3 		$2.7M Sell
92,200
-209,400
-69% -$6.02M 2.06% 5
2019
Q2 		$8.78M Sell
301,600
-20,839
-6% -$601K 1.58% 9
2019
Q1 		$8.93M Buy
322,439
+23,981
+8% +$678K 1.69% 9
2018
Q4 		$7.35M Buy
+298,458
New +$8.1M 1.55% 11

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Axiom Investment Management's BAC Position: Q1 2026 in Review

Axiom Investment Management opened a new position in Bank of America (BAC) in Q1 2026: 25,541 shares worth $1.25M. The stake represents 0.95% of the portfolio and ranks #32 among its holdings. This is a return to the name: Axiom Investment Management previously reported a position in BAC as recently as Q4 2022.

Axiom Investment Management first reported a position in BAC in Q4 2018 and has held it in 18 quarters since. The position peaked at $8.93M in Q1 2019. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Axiom Investment Management held 25,541 shares of Bank of America worth $1.25M as of Q1 2026.
  • Bank of America was a new Axiom Investment Management position in Q1 2026.
  • Bank of America made up 0.95% of Axiom Investment Management's portfolio in Q1 2026, its #32 holding.
  • Axiom Investment Management first reported a position in Bank of America in Q4 2018 and has held it in 18 quarters since.
  • Axiom Investment Management's Bank of America position peaked at $8.93M in Q1 2019.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Axiom Investment Management's 13F filing for Q1 2026, filed 26 May 2026.