Bank of America’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $275K | Buy |
43,819
+1,243
| +3% | +$11.5K | ﹤0.01% | 5193 |
|
|
2025
Q4 | $522K | Sell |
42,576
-42,184
| -50% | -$689K | ﹤0.01% | 4891 |
|
|
2025
Q3 | $1.74M | Buy |
84,760
+50,518
| +148% | +$801K | ﹤0.01% | 4933 |
|
|
2025
Q2 | $462K | Sell |
34,242
-2,843
| -8% | -$31.1K | ﹤0.01% | 5756 |
|
|
2025
Q1 | $321K | Sell |
37,085
-36,849
| -50% | -$225K | ﹤0.01% | 5905 |
|
|
2024
Q4 | $359K | Buy |
73,934
+26,093
| +55% | +$146K | ﹤0.01% | 5786 |
|
|
2024
Q3 | $369K | Buy |
47,841
+1,319
| +3% | +$11.7K | ﹤0.01% | 5682 |
|
|
2024
Q2 | $465K | Buy |
46,522
+6,222
| +15% | +$68.3K | ﹤0.01% | 5385 |
|
|
2024
Q1 | $490K | Sell |
40,300
-15,396
| -28% | -$223K | ﹤0.01% | 5360 |
|
|
2023
Q4 | $797K | Buy |
55,696
+6,571
| +13% | +$63.1K | ﹤0.01% | 5149 |
|
|
2023
Q3 | $382K | Buy |
49,125
+5,855
| +14% | +$63.7K | ﹤0.01% | 5505 |
|
|
2023
Q2 | $618K | Sell |
43,270
-6,194
| -13% | -$88.2K | ﹤0.01% | 5121 |
|
|
2023
Q1 | $724K | Sell |
49,464
-2,532
| -5% | -$42.4K | ﹤0.01% | 5123 |
|
|
2022
Q4 | $874K | Sell |
51,996
-18,046
| -26% | -$312K | ﹤0.01% | 4957 |
|
|
2022
Q3 | $1.04M | Buy |
70,042
+26,452
| +61% | +$523K | ﹤0.01% | 4862 |
|
|
2022
Q2 | $1.19M | Sell |
43,590
-15,345
| -26% | -$455K | ﹤0.01% | 4761 |
|
|
2022
Q1 | $2.22M | Sell |
58,935
-13,396
| -19% | -$593K | ﹤0.01% | 4477 |
|
|
2021
Q4 | $4.49M | Sell |
72,331
-21,516
| -23% | -$1.63M | ﹤0.01% | 3764 |
|
|
2021
Q3 | $8.03M | Buy |
93,847
+36,033
| +62% | +$2.26M | ﹤0.01% | 3083 |
|
|
2021
Q2 | $3.58M | Sell |
57,814
-10,142
| -15% | -$516K | ﹤0.01% | 3825 |
|
|
2021
Q1 | $3.31M | Buy |
67,956
+32,005
| +89% | +$1.54M | ﹤0.01% | 3795 |
|
|
2020
Q4 | $1.12M | Buy |
35,951
+3,053
| +9% | +$74.8K | ﹤0.01% | 4411 |
|
|
2020
Q3 | $686K | Buy |
32,898
+4,285
| +15% | +$73.6K | ﹤0.01% | 4485 |
|
|
2020
Q2 | $373K | Buy |
28,613
+1,991
| +7% | +$21.6K | ﹤0.01% | 4831 |
|
|
2020
Q1 | $241K | Sell |
26,622
-8,425
| -24% | -$79.9K | ﹤0.01% | 4984 |
|
|
2019
Q4 | $361K | Buy |
35,047
+9,031
| +35% | +$102K | ﹤0.01% | 5238 |
|
|
2019
Q3 | $377K | Buy |
26,016
+2,285
| +10% | +$35.4K | ﹤0.01% | 5271 |
|
|
2019
Q2 | $385K | Buy |
23,731
+4,610
| +24% | +$62.3K | ﹤0.01% | 5238 |
|
|
2019
Q1 | $243K | Buy |
19,121
+3,819
| +25% | +$49.7K | ﹤0.01% | 5419 |
|
|
2018
Q4 | $168K | Buy |
15,302
+2,084
| +16% | +$30.8K | ﹤0.01% | 5633 |
|
|
2018
Q3 | $238K | Buy |
13,218
+11,418
| +634% | +$144K | ﹤0.01% | 5393 |
|
|
2018
Q2 | $19K | Buy |
+1,800
| New | +$18.5K | ﹤0.01% | 6526 |
|
Other funds holding OPRX
WCA
RA
PHP
VCM
KCM
RHJA
Bank of America's OPRX Position: Q1 2026 in Review
Bank of America increased its OptimizeRx (OPRX) stake by 2.9% in Q1 2026, buying an estimated $11.5K and bringing the position to 43,819 shares worth $275K. The position accounts for ﹤0.01% of the portfolio, ranked #5193.
Bank of America first reported a position in OPRX in Q2 2018 and has held it in 32 quarters since. The position peaked at $8.03M in Q3 2021. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.
- Bank of America held 43,819 shares of OptimizeRx worth $275K as of Q1 2026.
- Bank of America bought 1,243 OptimizeRx shares in Q1 2026, an estimated $11.5K.
- OptimizeRx made up ﹤0.01% of Bank of America's portfolio in Q1 2026, its #5193 holding.
- Bank of America first reported a position in OptimizeRx in Q2 2018 and has held it in 32 quarters since.
- Bank of America's OptimizeRx position peaked at $8.03M in Q3 2021.
- 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.
Based on Bank of America's 13F filing for Q1 2026, filed 18 May 2026.