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Beacon Capital Management LLC (Tennessee)’s Bank of America BAC Stock Holding History

Beacon Capital Management LLC (Tennessee)’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
Q2 		$436K Buy
7,660
+118
+2% +$6.28K 0.06% 99
2026
Q1 		$368K Buy
7,542
+407
+6% +$21K 0.06% 116
2025
Q4 		$392K Buy
7,135
+39
+0.5% +$2.06K 0.06% 95
2025
Q3 		$366K Sell
7,096
-45
-0.6% -$2.19K 0.05% 91
2025
Q2 		$338K Buy
7,141
+257
+4% +$10.8K 0.05% 95
2025
Q1 		$287K Buy
6,884
+307
+5% +$13.7K 0.04% 100
2024
Q4 		$289K Buy
6,577
+85
+1% +$3.74K 0.04% 98
2024
Q3 		$258K Buy
6,492
+638
+11% +$25.6K 0.04% 103
2024
Q2 		$233K Buy
5,854
+167
+3% +$6.4K 0.04% 94
2024
Q1 		$216K Sell
5,687
-427
-7% -$14.7K 0.04% 101
2023
Q4 		$167K Sell
6,114
-2,407
-28% -$70.1K 0.05% 101
2023
Q3 		$244K Hold
8,521
– – 0.06% 78
2023
Q2 		$244K Buy
8,521
+272
+3% +$7.76K 0.06% 78
2023
Q1 		$236K Sell
8,249
-965
-10% -$31.9K 0.07% 74
2022
Q4 		$305K Sell
9,214
-3,958
-30% -$136K 0.1% 61
2022
Q3 		$410K Sell
13,172
-453
-3% -$15.1K 0.14% 51
2022
Q2 		$562K Hold
13,625
– – 0.14% 47
2022
Q1 		$562K Buy
+13,625
New +$615K 0.13% 46

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Beacon Capital Management LLC (Tennessee)'s BAC Position: Q2 2026 in Review

Beacon Capital Management LLC (Tennessee) increased its Bank of America (BAC) stake by 1.6% in Q2 2026, buying an estimated $6.28K and bringing the position to 7,660 shares worth $436K. The position accounts for 0.06% of the portfolio, ranked #99.

Beacon Capital Management LLC (Tennessee) first reported a position in BAC in Q1 2022 and has held it in 18 quarters since. The position peaked at $562K in Q2 2022. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Beacon Capital Management LLC (Tennessee) held 7,660 shares of Bank of America worth $436K as of Q2 2026.
  • Beacon Capital Management LLC (Tennessee) bought 118 Bank of America shares in Q2 2026, an estimated $6.28K.
  • Bank of America made up 0.06% of Beacon Capital Management LLC (Tennessee)'s portfolio in Q2 2026, its #99 holding.
  • Beacon Capital Management LLC (Tennessee) first reported a position in Bank of America in Q1 2022 and has held it in 18 quarters since.
  • Beacon Capital Management LLC (Tennessee)'s Bank of America position peaked at $562K in Q2 2022.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Beacon Capital Management LLC (Tennessee)'s 13F filing for Q2 2026, filed 29 Jul 2026.