Bank of America
SMAR

Bank of America’s Smartsheet Inc. SMAR Stock Holding History

Bank of America’s Portfolio SMAR Stock Details SMAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-519,195
Closed -$29.1M – 8707
2024
Q4 		$29.1M Buy
519,195
+37,339
+8% +$2.09M ﹤0.01% 1960
2024
Q3 		$26.7M Sell
481,856
-122,545
-20% -$5.94M ﹤0.01% 2125
2024
Q2 		$26.6M Sell
604,401
-108,784
-15% -$4.34M ﹤0.01% 1977
2024
Q1 		$27.5M Buy
713,185
+234,674
+49% +$10.2M ﹤0.01% 1979
2023
Q4 		$22.9M Buy
478,511
+23,737
+5% +$1.01M ﹤0.01% 2025
2023
Q3 		$18.4M Sell
454,774
-47,594
-9% -$1.95M ﹤0.01% 2114
2023
Q2 		$19.2M Buy
502,368
+31,184
+7% +$1.35M ﹤0.01% 2090
2023
Q1 		$22.5M Buy
471,184
+81,450
+21% +$3.54M ﹤0.01% 2007
2022
Q4 		$15.3M Buy
389,734
+103,287
+36% +$3.52M ﹤0.01% 2249
2022
Q3 		$9.84M Buy
286,447
+134,594
+89% +$4.56M ﹤0.01% 2639
2022
Q2 		$4.77M Sell
151,853
-15,130
-9% -$627K ﹤0.01% 3450
2022
Q1 		$9.15M Buy
166,983
+10,256
+7% +$586K ﹤0.01% 2948
2021
Q4 		$12.1M Sell
156,727
-2,710
-2% -$189K ﹤0.01% 2729
2021
Q3 		$11M Sell
159,437
-24,145
-13% -$1.78M ﹤0.01% 2746
2021
Q2 		$13.3M Buy
183,582
+88,780
+94% +$5.54M ﹤0.01% 2545
2021
Q1 		$6.06M Buy
94,802
+266
+0.3% +$18.6K ﹤0.01% 3210
2020
Q4 		$6.55M Buy
94,536
+23,126
+32% +$1.36M ﹤0.01% 2889
2020
Q3 		$3.53M Buy
71,410
+6,418
+10% +$310K ﹤0.01% 3232
2020
Q2 		$3.31M Sell
64,992
-31,751
-33% -$1.62M ﹤0.01% 3228
2020
Q1 		$4.01M Buy
96,743
+41,747
+76% +$1.89M ﹤0.01% 2872
2019
Q4 		$2.47M Sell
54,996
-26,366
-32% -$1.09M ﹤0.01% 3857
2019
Q3 		$2.93M Buy
81,362
+19,876
+32% +$947K ﹤0.01% 3704
2019
Q2 		$2.98M Buy
61,486
+35,481
+136% +$1.51M ﹤0.01% 3696
2019
Q1 		$1.06M Sell
26,005
-15,036
-37% -$520K ﹤0.01% 4475
2018
Q4 		$1.02M Buy
+41,041
New +$1.02M ﹤0.01% 4390

Other funds holding SMAR

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return
TCWM
Total Clarity Wealth Management St. Charles, Illinois $515M AUM 27.37% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

Bank of America's SMAR Position: Q1 2025 in Review

Bank of America sold out of Smartsheet Inc. (SMAR) in Q1 2025, closing a stake of 519,195 shares — an estimated $29.1M sold.

Bank of America first reported a position in SMAR in Q4 2018 and held it in 25 quarters. The position peaked at $29.1M in Q4 2024. 7 funds tracked by Wall St. Rank hold SMAR as of Q1 2025.

  • Bank of America reported no remaining Smartsheet Inc. position as of Q1 2025 after selling out during the quarter.
  • Bank of America sold 519,195 Smartsheet Inc. shares in Q1 2025, an estimated $29.1M.
  • Bank of America first reported a position in Smartsheet Inc. in Q4 2018 and held it in 25 quarters.
  • Bank of America's Smartsheet Inc. position peaked at $29.1M in Q4 2024.
  • 7 funds tracked by Wall St. Rank held Smartsheet Inc. as of Q1 2025.

Based on Bank of America's 13F filing for Q1 2025, filed 15 May 2025.