Bartlett & Co Wealth Management’s Bank of America BAC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.88M | Buy |
50,587
+2,226
| +5% | +$118K | 0.04% | 182 |
|
|
2026
Q1 | $2.52M | Buy |
48,361
+273
| +0.6% | +$14.1K | 0.03% | 189 |
|
|
2025
Q4 | $2.64M | Sell |
48,088
-1,498
| -3% | -$79.2K | 0.03% | 183 |
|
|
2025
Q3 | $2.56M | Buy |
49,586
+3,136
| +7% | +$153K | 0.03% | 184 |
|
|
2025
Q2 | $2.2M | Sell |
46,450
-4,870
| -9% | -$205K | 0.03% | 188 |
|
|
2025
Q1 | $2.14M | Sell |
51,320
-1,269
| -2% | -$56.5K | 0.03% | 187 |
|
|
2024
Q4 | $2.31M | Sell |
52,589
-9,235
| -15% | -$406K | 0.03% | 184 |
|
|
2024
Q3 | $2.45M | Sell |
61,824
-661
| -1% | -$26.5K | 0.04% | 178 |
|
|
2024
Q2 | $2.49M | Sell |
62,485
-16,998
| -21% | -$651K | 0.04% | 174 |
|
|
2024
Q1 | $3.01M | Sell |
79,483
-5,002
| -6% | -$172K | 0.05% | 163 |
|
|
2023
Q4 | $2.88M | Sell |
84,485
-8,061
| -9% | -$235K | 0.05% | 171 |
|
|
2023
Q3 | $2.53M | Sell |
92,546
-11,089
| -11% | -$328K | 0.05% | 173 |
|
|
2023
Q2 | $2.97M | Buy |
103,635
+80,616
| +350% | +$2.3M | 0.05% | 160 |
|
|
2023
Q1 | $658K | Sell |
23,019
-5
| -0% | -$165 | 0.01% | 259 |
|
|
2022
Q4 | $763K | Sell |
23,024
-144
| -0.6% | -$4.96K | 0.02% | 247 |
|
|
2022
Q3 | $700K | Buy |
23,168
+5,123
| +28% | +$171K | 0.02% | 243 |
|
|
2022
Q2 | $562K | Buy |
18,045
+1,095
| +6% | +$39.4K | 0.01% | 272 |
|
|
2022
Q1 | $699K | Sell |
16,950
-3,252
| -16% | -$147K | 0.01% | 257 |
|
|
2021
Q4 | $899K | Buy |
20,202
+1,940
| +11% | +$88.4K | 0.02% | 241 |
|
|
2021
Q3 | $775K | Sell |
18,262
-79
| -0.4% | -$3.18K | 0.01% | 227 |
|
|
2021
Q2 | $756K | Hold |
18,341
| – | – | 0.01% | 226 |
|
|
2021
Q1 | $710K | Hold |
18,341
| – | – | 0.01% | 226 |
|
|
2020
Q4 | $556K | Sell |
18,341
-3,246
| -15% | -$87K | 0.01% | 243 |
|
|
2020
Q3 | $520K | Sell |
21,587
-1,960
| -8% | -$48.8K | 0.01% | 238 |
|
|
2020
Q2 | $559K | Sell |
23,547
-223
| -0.9% | -$5.27K | 0.01% | 229 |
|
|
2020
Q1 | $505K | Buy |
23,770
+1,055
| +5% | +$31.6K | 0.02% | 228 |
|
|
2019
Q4 | $800K | Buy |
22,715
+510
| +2% | +$16.5K | 0.02% | 223 |
|
|
2019
Q3 | $648K | Buy |
22,205
+10,711
| +93% | +$308K | 0.02% | 233 |
|
|
2019
Q2 | $333K | Buy |
11,494
+4,215
| +58% | +$122K | 0.01% | 223 |
|
|
2019
Q1 | $201K | Buy |
7,279
+103
| +1% | +$2.91K | 0.01% | 250 |
|
|
2018
Q4 | $177K | Buy |
7,176
+1,022
| +17% | +$27.7K | 0.01% | 257 |
|
|
2018
Q3 | $181K | Buy |
6,154
+8
| +0.1% | +$244 | 0.01% | 263 |
|
|
2018
Q2 | $173K | Buy |
6,146
+1,621
| +36% | +$48.4K | 0.01% | 264 |
|
|
2018
Q1 | $136K | Buy |
+4,525
| New | +$142K | 0.01% | 291 |
|
Other funds holding BAC
Bartlett & Co Wealth Management's BAC Position: Q2 2026 in Review
Bartlett & Co Wealth Management increased its Bank of America (BAC) stake by 4.6% in Q2 2026, buying an estimated $118K and bringing the position to 50,587 shares worth $2.88M. The position accounts for 0.04% of the portfolio, ranked #182.
Bartlett & Co Wealth Management first reported a position in BAC in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.01M in Q1 2024. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.
- Bartlett & Co Wealth Management held 50,587 shares of Bank of America worth $2.88M as of Q2 2026.
- Bartlett & Co Wealth Management bought 2,226 Bank of America shares in Q2 2026, an estimated $118K.
- Bank of America made up 0.04% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #182 holding.
- Bartlett & Co Wealth Management first reported a position in Bank of America in Q1 2018 and has held it in 34 quarters since.
- Bartlett & Co Wealth Management's Bank of America position peaked at $3.01M in Q1 2024.
- 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.
Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.