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AXS Investments’s Bank of America BAC Stock Holding History

AXS Investments’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 		$281K Sell
5,760
-387
-6% -$20K 0.11% 107
2025
Q4 		$338K Sell
6,147
-535
-8% -$28.3K 0.12% 113
2025
Q3 		$345K Buy
6,682
+475
+8% +$23.2K 0.11% 108
2025
Q2 		$294K Sell
6,207
-1,254
-17% -$52.8K 0.12% 136
2025
Q1 		$311K Sell
7,461
-327
-4% -$14.6K 0.09% 195
2024
Q4 		$342K Sell
7,788
-446
-5% -$19.6K 0.1% 203
2024
Q3 		$327K Sell
8,234
-1,560
-16% -$62.5K 0.09% 209
2024
Q2 		$390K Sell
9,794
-2,187
-18% -$83.8K 0.11% 205
2024
Q1 		$454K Buy
11,981
+777
+7% +$26.7K 0.11% 227
2023
Q4 		$377K Sell
11,204
-1,020
-8% -$29.7K 0.09% 243
2023
Q3 		$335K Sell
12,224
-7,298
-37% -$216K 0.09% 235
2023
Q2 		$560K Buy
19,522
+1,528
+8% +$43.6K 0.15% 208
2023
Q1 		$515K Sell
17,994
-2,198
-11% -$72.6K 0.17% 177
2022
Q4 		$669K Sell
20,192
-4,959
-20% -$171K 0.24% 143
2022
Q3 		$760K Sell
25,151
-4,481
-15% -$150K 0.3% 133
2022
Q2 		$922K Buy
29,632
+6,908
+30% +$249K 0.33% 116
2022
Q1 		$937K Buy
22,724
+4,850
+27% +$219K 0.37% 66
2021
Q4 		$795K Buy
17,874
+11,264
+170% +$513K 0.19% 88
2021
Q3 		$281K Sell
6,610
-10,057
-60% -$405K 0.11% 84
2021
Q2 		$687K Buy
16,667
+835
+5% +$34.2K 0.21% 94
2021
Q1 		$613K Buy
+15,832
New +$546K 0.22% 94

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

AXS Investments's BAC Position: Q1 2026 in Review

AXS Investments reduced its Bank of America (BAC) stake by 6.3% in Q1 2026, selling an estimated $20K and leaving 5,760 shares worth $281K. The position accounts for 0.11% of the portfolio, ranked #107.

AXS Investments first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $937K in Q1 2022. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • AXS Investments held 5,760 shares of Bank of America worth $281K as of Q1 2026.
  • AXS Investments sold 387 Bank of America shares in Q1 2026, an estimated $20K.
  • Bank of America made up 0.11% of AXS Investments's portfolio in Q1 2026, its #107 holding.
  • AXS Investments first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • AXS Investments's Bank of America position peaked at $937K in Q1 2022.
  • 3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on AXS Investments's 13F filing for Q1 2026, filed 6 May 2026.