Barbara Oil Co’s Bank of America BAC Stock Holding History

Barbara Oil Co’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 Q1	$1.95M	Hold	40,000	–	–	0.75%	40
2025 Q4	$2.2M	Hold	40,000	–	–	0.82%	38
2025 Q3	$2.06M	Hold	40,000	–	–	0.77%	41
2025 Q2	$1.89M	Hold	40,000	–	–	0.74%	44
2025 Q1	$1.67M	Hold	40,000	–	–	0.68%	46
2024 Q4	$1.76M	Hold	40,000	–	–	0.73%	42
2024 Q3	$1.59M	Hold	40,000	–	–	0.65%	48
2024 Q2	$1.59M	Hold	40,000	–	–	0.7%	45
2024 Q1	$1.52M	Hold	40,000	–	–	0.64%	48
2023 Q4	$1.35M	Hold	40,000	–	–	0.61%	47
2023 Q3	$1.1M	Hold	40,000	–	–	0.52%	58
2023 Q2	$1.15M	Hold	40,000	–	–	0.53%	58
2023 Q1	$1.14M	Hold	40,000	–	–	0.55%	57
2022 Q4	$1.32M	Hold	40,000	–	–	0.63%	46
2022 Q3	$1.21M	Hold	40,000	–	–	0.66%	47
2022 Q2	$1.25M	Hold	40,000	–	–	0.65%	46
2022 Q1	$1.65M	Hold	40,000	–	–	0.76%	38
2021 Q4	$1.78M	Hold	40,000	–	–	0.77%	37
2021 Q3	$1.7M	Hold	40,000	–	–	0.8%	38
2021 Q2	$1.65M	Hold	40,000	–	–	0.76%	38
2021 Q1	$1.55M	Hold	40,000	–	–	0.75%	39
2020 Q4	$1.21M	Hold	40,000	–	–	0.61%	54
2020 Q3	$964K	Hold	40,000	–	–	0.53%	59
2020 Q2	$950K	Hold	40,000	–	–	0.55%	55
2020 Q1	$849K	Hold	40,000	–	–	0.57%	53
2019 Q4	$1.41M	Hold	40,000	–	–	0.75%	35
2019 Q3	$1.17M	Hold	40,000	–	–	0.66%	48
2019 Q2	$1.16M	Hold	40,000	–	–	0.66%	44
2019 Q1	$1.1M	Hold	40,000	–	–	0.65%	45
2018 Q4	$986K	Hold	40,000	–	–	0.67%	44
2018 Q3	$1.18M	Hold	40,000	–	–	0.69%	43
2018 Q2	$1.13M	Hold	40,000	–	–	0.73%	41
2018 Q1	$1.2M	Hold	40,000	–	–	0.78%	35
2017 Q4	$1.18M	Hold	40,000	–	–	0.75%	37
2017 Q3	$1.01M	Hold	40,000	–	–	0.7%	41
2017 Q2	$970K	Hold	40,000	–	–	0.7%	47
2017 Q1	$944K	Hold	40,000	–	–	0.7%	46
2016 Q4	$884K	Hold	40,000	–	–	0.69%	48
2016 Q3	$626K	Hold	40,000	–	–	0.5%	65
2016 Q2	$531K	Hold	40,000	–	–	0.43%	69
2016 Q1	$541K	Hold	40,000	–	–	0.46%	68
2015 Q4	$673K	Hold	40,000	–	–	0.57%	55
2015 Q3	$623K	Hold	40,000	–	–	0.55%	58
2015 Q2	$681K	Hold	40,000	–	–	0.57%	56
2015 Q1	$616K	Hold	40,000	–	–	0.5%	65
2014 Q4	$716K	Hold	40,000	–	–	0.58%	58
2014 Q3	$682K	Hold	40,000	–	–	0.58%	54
2014 Q2	$615K	Hold	40,000	–	–	0.52%	59
2014 Q1	$688K	Hold	40,000	–	–	0.61%	57
2013 Q4	$623K	Buy	+40,000	New	+$593K	0.54%	62

Other funds holding BAC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Barbara Oil Co's BAC Position: Q1 2026 in Review

Barbara Oil Co held its Bank of America (BAC) position steady in Q1 2026 at 40,000 shares worth $1.95M. The position accounts for 0.75% of the portfolio, ranked #40.

Barbara Oil Co first reported a position in BAC in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.2M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Barbara Oil Co held 40,000 shares of Bank of America worth $1.95M as of Q1 2026.
Barbara Oil Co left its Bank of America share count unchanged in Q1 2026.
Bank of America made up 0.75% of Barbara Oil Co's portfolio in Q1 2026, its #40 holding.
Barbara Oil Co first reported a position in Bank of America in Q4 2013 and has held it in 50 quarters since.
Barbara Oil Co's Bank of America position peaked at $2.2M in Q4 2025.
3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Barbara Oil Co's 13F filing for Q1 2026, filed 13 May 2026.