Bank of America’s Morningstar MORN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31M | Buy |
183,575
+19,264
| +12% | +$3.58M | ﹤0.01% | 2012 |
|
|
2025
Q4 | $35.7M | Buy |
164,311
+4,727
| +3% | +$1.02M | ﹤0.01% | 1799 |
|
|
2025
Q3 | $37M | Sell |
159,584
-752,469
| -83% | -$201M | ﹤0.01% | 2006 |
|
|
2025
Q2 | $286M | Sell |
912,053
-4,382
| -0.5% | -$1.3M | 0.02% | 633 |
|
|
2025
Q1 | $275M | Sell |
916,435
-386,895
| -30% | -$122M | 0.02% | 603 |
|
|
2024
Q4 | $439M | Sell |
1,303,330
-253,258
| -16% | -$86.5M | 0.04% | 421 |
|
|
2024
Q3 | $497M | Buy |
1,556,588
+29,998
| +2% | +$9.32M | 0.04% | 407 |
|
|
2024
Q2 | $452M | Sell |
1,526,590
-172,561
| -10% | -$51.1M | 0.04% | 408 |
|
|
2024
Q1 | $524M | Buy |
1,699,151
+406,843
| +31% | +$117M | 0.05% | 368 |
|
|
2023
Q4 | $370M | Buy |
1,292,308
+12,754
| +1% | +$3.32M | 0.04% | 421 |
|
|
2023
Q3 | $300M | Sell |
1,279,554
-15,241
| -1% | -$3.44M | 0.03% | 446 |
|
|
2023
Q2 | $254M | Sell |
1,294,795
-1,161,629
| -47% | -$230M | 0.03% | 518 |
|
|
2023
Q1 | $499M | Buy |
2,456,424
+125,371
| +5% | +$27.6M | 0.05% | 323 |
|
|
2022
Q4 | $505M | Buy |
2,331,053
+218,329
| +10% | +$49.8M | 0.06% | 315 |
|
|
2022
Q3 | $449M | Buy |
2,112,724
+226,708
| +12% | +$53.9M | 0.05% | 328 |
|
|
2022
Q2 | $456M | Buy |
1,886,016
+533,567
| +39% | +$134M | 0.05% | 330 |
|
|
2022
Q1 | $369M | Buy |
1,352,449
+1,212,570
| +867% | +$343M | 0.04% | 433 |
|
|
2021
Q4 | $47.8M | Sell |
139,879
-3,683
| -3% | -$1.14M | ﹤0.01% | 1433 |
|
|
2021
Q3 | $37.2M | Sell |
143,562
-5,034
| -3% | -$1.32M | ﹤0.01% | 1575 |
|
|
2021
Q2 | $38.2M | Buy |
148,596
+1,471
| +1% | +$357K | ﹤0.01% | 1563 |
|
|
2021
Q1 | $33.1M | Sell |
147,125
-11,916
| -7% | -$2.79M | ﹤0.01% | 1608 |
|
|
2020
Q4 | $36.8M | Sell |
159,041
-8,821
| -5% | -$1.75M | ﹤0.01% | 1392 |
|
|
2020
Q3 | $27M | Buy |
167,862
+1,082
| +0.6% | +$171K | ﹤0.01% | 1475 |
|
|
2020
Q2 | $23.5M | Sell |
166,780
-5,939
| -3% | -$838K | ﹤0.01% | 1504 |
|
|
2020
Q1 | $20.1M | Buy |
172,719
+220
| +0.1% | +$31.9K | ﹤0.01% | 1504 |
|
|
2019
Q4 | $26.1M | Sell |
172,499
-9,582
| -5% | -$1.47M | ﹤0.01% | 1670 |
|
|
2019
Q3 | $26.6M | Sell |
182,081
-39,404
| -18% | -$6.07M | ﹤0.01% | 1589 |
|
|
2019
Q2 | $32M | Buy |
221,485
+8,870
| +4% | +$1.22M | ﹤0.01% | 1455 |
|
|
2019
Q1 | $26.8M | Sell |
212,615
-35,012
| -14% | -$4.21M | ﹤0.01% | 1580 |
|
|
2018
Q4 | $27.2M | Sell |
247,627
-14,208
| -5% | -$1.67M | ﹤0.01% | 1446 |
|
|
2018
Q3 | $33M | Sell |
261,835
-4,709
| -2% | -$635K | 0.01% | 1418 |
|
|
2018
Q2 | $34.2M | Sell |
266,544
-51,755
| -16% | -$5.92M | 0.01% | 1369 |
|
|
2018
Q1 | $30.4M | Sell |
318,299
-5,622
| -2% | -$541K | 0.01% | 1438 |
|
|
2017
Q4 | $31.4M | Sell |
323,921
-162,221
| -33% | -$14.6M | 0.01% | 1431 |
|
|
2017
Q3 | $41.3M | Buy |
486,142
+149,942
| +45% | +$12.2M | 0.01% | 1300 |
|
|
2017
Q2 | $26.3M | Sell |
336,200
-6,132
| -2% | -$463K | 0.01% | 1498 |
|
|
2017
Q1 | $26.9M | Buy |
342,332
+43,194
| +14% | +$3.36M | 0.01% | 1505 |
|
|
2016
Q4 | $22M | Sell |
299,138
-23,474
| -7% | -$1.73M | ﹤0.01% | 1609 |
|
|
2016
Q3 | $25.6M | Buy |
322,612
+16,835
| +6% | +$1.38M | 0.01% | 1462 |
|
|
2016
Q2 | $25M | Sell |
305,777
-5,650
| -2% | -$472K | 0.01% | 1421 |
|
|
2016
Q1 | $27.5M | Sell |
311,427
-27,724
| -8% | -$2.21M | 0.01% | 1326 |
|
|
2015
Q4 | $27.3M | Sell |
339,151
-43,389
| -11% | -$3.52M | 0.01% | 1395 |
|
|
2015
Q3 | $30.7M | Buy |
382,540
+369,754
| +2,892% | +$30.2M | 0.01% | 1297 |
|
|
2015
Q2 | $1.02M | Buy |
12,786
+7,382
| +137% | +$565K | ﹤0.01% | 4095 |
|
|
2015
Q1 | $405K | Sell |
5,404
-6,322
| -54% | -$449K | ﹤0.01% | 4459 |
|
|
2014
Q4 | $759K | Sell |
11,726
-7,099
| -38% | -$470K | ﹤0.01% | 4273 |
|
|
2014
Q3 | $1.28M | Sell |
18,825
-1,427
| -7% | -$97.7K | ﹤0.01% | 3790 |
|
|
2014
Q2 | $1.45M | Buy |
20,252
+693
| +4% | +$50.7K | ﹤0.01% | 3665 |
|
|
2014
Q1 | $1.54M | Buy |
19,559
+3,512
| +22% | +$280K | ﹤0.01% | 3450 |
|
|
2013
Q4 | $1.25M | Buy |
16,047
+4,010
| +33% | +$319K | ﹤0.01% | 3819 |
|
|
2013
Q3 | $954K | Sell |
12,037
-12,093
| -50% | -$935K | ﹤0.01% | 3992 |
|
|
2013
Q2 | $1.87M | Buy |
+24,130
| New | +$1.67M | ﹤0.01% | 3285 |
|
Other funds holding MORN
VPM
VCM
Bank of America's MORN Position: Q1 2026 in Review
Bank of America increased its Morningstar (MORN) stake by 12% in Q1 2026, buying an estimated $3.58M and bringing the position to 183,575 shares worth $31M. The position accounts for ﹤0.01% of the portfolio, ranked #2012.
Bank of America first reported a position in MORN in Q2 2013 and has held it in 52 quarters since. The position peaked at $524M in Q1 2024. 443 funds tracked by Wall St. Rank hold MORN as of Q1 2026.
- Bank of America held 183,575 shares of Morningstar worth $31M as of Q1 2026.
- Bank of America bought 19,264 Morningstar shares in Q1 2026, an estimated $3.58M.
- Morningstar made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #2012 holding.
- Bank of America first reported a position in Morningstar in Q2 2013 and has held it in 52 quarters since.
- Bank of America's Morningstar position peaked at $524M in Q1 2024.
- 443 funds tracked by Wall St. Rank held Morningstar as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.