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Azimuth Capital Investment Management’s Bank of America BAC Stock Holding History

Azimuth Capital 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 		$33.3M Sell
584,771
-13,700
-2% -$729K 1.12% 12
2026
Q1 		$29.2M Sell
598,471
-203,646
-25% -$10.5M 1.1% 12
2025
Q4 		$44.1M Sell
802,117
-906
-0.1% -$47.9K 1.58% 8
2025
Q3 		$41.4M Sell
803,023
-779
-0.1% -$38K 1.49% 9
2025
Q2 		$38M Buy
803,802
+166,133
+26% +$6.99M 1.42% 10
2025
Q1 		$26.6M Buy
637,669
+480,742
+306% +$21.4M 1.06% 21
2024
Q4 		$6.9M Sell
156,927
-9,260
-6% -$407K 0.27% 122
2024
Q3 		$6.59M Sell
166,187
-3,757
-2% -$151K 0.26% 127
2024
Q2 		$6.76M Sell
169,944
-10,192
-6% -$391K 0.27% 119
2024
Q1 		$6.83M Sell
180,136
-23,282
-11% -$799K 0.28% 121
2023
Q4 		$6.85M Sell
203,418
-11,954
-6% -$348K 0.31% 110
2023
Q3 		$5.9M Sell
215,372
-8,772
-4% -$260K 0.29% 120
2023
Q2 		$6.43M Sell
224,144
-8,392
-4% -$239K 0.31% 121
2023
Q1 		$6.65M Buy
232,536
+785
+0.3% +$25.9K 0.33% 122
2022
Q4 		$7.68M Sell
231,751
-9,676
-4% -$333K 0.39% 85
2022
Q3 		$7.29M Sell
241,427
-3,595
-1% -$120K 0.4% 78
2022
Q2 		$7.63M Buy
+245,022
New +$8.82M 0.38% 89

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

Azimuth Capital Investment Management's BAC Position: Q2 2026 in Review

Azimuth Capital Investment Management reduced its Bank of America (BAC) stake by 2.3% in Q2 2026, selling an estimated $729K and leaving 584,771 shares worth $33.3M. The position accounts for 1.12% of the portfolio, ranked #12.

Azimuth Capital Investment Management first reported a position in BAC in Q2 2022 and has held it in 17 quarters since. The position peaked at $44.1M in Q4 2025. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Azimuth Capital Investment Management held 584,771 shares of Bank of America worth $33.3M as of Q2 2026.
  • Azimuth Capital Investment Management sold 13,700 Bank of America shares in Q2 2026, an estimated $729K.
  • Bank of America made up 1.12% of Azimuth Capital Investment Management's portfolio in Q2 2026, its #12 holding.
  • Azimuth Capital Investment Management first reported a position in Bank of America in Q2 2022 and has held it in 17 quarters since.
  • Azimuth Capital Investment Management's Bank of America position peaked at $44.1M in Q4 2025.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Azimuth Capital Investment Management's 13F filing for Q2 2026, filed 12 Aug 2026.