Bank of America
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Bank of America’s Heartbeam BEAT Stock Holding History

Bank of America’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-57
Closed -$136 – 5815
2025
Q4 		$136 Buy
57
+26
+84% +$45 ﹤0.01% 6765
2025
Q3 		$52 Sell
31
-238
-88% -$306 ﹤0.01% 7996
2025
Q2 		$336 Buy
269
+80
+42% +$133 ﹤0.01% 7742
2025
Q1 		$380 Buy
189
+9
+5% +$19 ﹤0.01% 7569
2024
Q4 		$414 Hold
180
– – ﹤0.01% 7443
2024
Q3 		$418 Buy
180
+14
+8% +$34 ﹤0.01% 7418
2024
Q2 		$427 Buy
+166
New +$375 ﹤0.01% 7386
2024
Q1 		– Sell
-26
Closed -$62 – 7739
2023
Q4 		$62 Sell
26
-106
-80% -$158 ﹤0.01% 7464
2023
Q3 		$284 Buy
+132
New +$336 ﹤0.01% 7370
2023
Q1 		– Sell
-4
Closed -$20 – 7808
2022
Q4 		$20 Buy
+4
New +$17 ﹤0.01% 7982

Other funds holding BEAT

VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SSWM
Smith Salley Wealth Management Greensboro, North Carolina $2.3B AUM 38.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
RWM
Ritholtz Wealth Management New York $5.76B AUM 24.57% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
VFT
Vanguard Fiduciary Trust Malvern, Pennsylvania $396B AUM

Bank of America's BEAT Position: Q1 2026 in Review

Bank of America sold out of Heartbeam (BEAT) in Q1 2026, closing a stake of 57 shares — an estimated $136 sold.

Bank of America first reported a position in BEAT in Q4 2022 and held it in 10 quarters. The position peaked at $427 in Q2 2024. 38 funds tracked by Wall St. Rank hold BEAT as of Q1 2026.

  • Bank of America reported no remaining Heartbeam position as of Q1 2026 after selling out during the quarter.
  • Bank of America sold 57 Heartbeam shares in Q1 2026, an estimated $136.
  • Bank of America first reported a position in Heartbeam in Q4 2022 and held it in 10 quarters.
  • Bank of America's Heartbeam position peaked at $427 in Q2 2024.
  • 38 funds tracked by Wall St. Rank held Heartbeam as of Q1 2026.

Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.