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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
Q2 		$1.51M Buy
26,578
+1,037
+4% +$55.2K 1.01% 26
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 		$374K 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 $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Axiom Investment Management increased its Bank of America (BAC) stake by 4.1% in Q2 2026, buying an estimated $55.2K and bringing the position to 26,578 shares worth $1.51M. The position accounts for 1.01% of the portfolio, ranked #26.

Axiom Investment Management first reported a position in BAC in Q4 2018 and has held it in 19 quarters since. The position peaked at $8.93M in Q1 2019. 3,614 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Axiom Investment Management held 26,578 shares of Bank of America worth $1.51M as of Q2 2026.
  • Axiom Investment Management bought 1,037 Bank of America shares in Q2 2026, an estimated $55.2K.
  • Bank of America made up 1.01% of Axiom Investment Management's portfolio in Q2 2026, its #26 holding.
  • Axiom Investment Management first reported a position in Bank of America in Q4 2018 and has held it in 19 quarters since.
  • Axiom Investment Management's Bank of America position peaked at $8.93M in Q1 2019.
  • 3,614 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Axiom Investment Management's 13F filing for Q2 2026, filed 31 Jul 2026.