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Beese Fulmer Investment Management’s Bank of America BAC Stock Holding History

Beese Fulmer Investment Management’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 		$532K Sell
10,908
-515
-5% -$26.6K 0.03% 201
2025
Q4 		$628K Buy
11,423
+1,519
+15% +$80.3K 0.04% 182
2025
Q3 		$511K Sell
9,904
-134
-1% -$6.54K 0.04% 184
2025
Q2 		$475K Buy
10,038
+1,405
+16% +$59.1K 0.04% 186
2025
Q1 		$360K Buy
8,633
+1,632
+23% +$72.7K 0.03% 184
2024
Q4 		$308K Hold
7,001
– – 0.03% 190
2024
Q3 		$278K Hold
7,001
– – 0.02% 198
2024
Q2 		$278K Sell
7,001
-400
-5% -$15.3K 0.03% 193
2024
Q1 		$281K Hold
7,401
– – 0.03% 191
2023
Q4 		$249K Hold
7,401
– – 0.03% 196
2023
Q3 		$203K Hold
7,401
– – 0.02% 207
2023
Q2 		$212K Hold
7,401
– – 0.02% 206
2023
Q1 		$212K Sell
7,401
-1,166
-14% -$38.5K 0.02% 207
2022
Q4 		$284K Hold
8,567
– – 0.03% 182
2022
Q3 		$259K Sell
8,567
-100
-1% -$3.34K 0.03% 180
2022
Q2 		$270K Buy
8,667
+100
+1% +$3.6K 0.03% 186
2022
Q1 		$353K Sell
8,567
-1,000
-10% -$45.1K 0.04% 173
2021
Q4 		$426K Buy
9,567
+600
+7% +$27.3K 0.04% 166
2021
Q3 		$381K Buy
8,967
+1,000
+13% +$40.3K 0.04% 171
2021
Q2 		$328K Hold
7,967
– – 0.04% 173
2021
Q1 		$308K Hold
7,967
– – 0.04% 171
2020
Q4 		$241K Buy
+7,967
New +$214K 0.03% 184
2020
Q3 		– Sell
-7,866
Closed -$187K – 223
2020
Q2 		$187K Buy
+7,866
New +$186K 0.03% 187
2020
Q1 		– Sell
-5,866
Closed -$207K – 183
2019
Q4 		$207K Buy
+5,866
New +$190K 0.03% 192

Other funds holding BAC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
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
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Beese Fulmer Investment Management's BAC Position: Q1 2026 in Review

Beese Fulmer Investment Management reduced its Bank of America (BAC) stake by 4.5% in Q1 2026, selling an estimated $26.6K and leaving 10,908 shares worth $532K. The position accounts for 0.03% of the portfolio, ranked #201.

Beese Fulmer Investment Management first reported a position in BAC in Q4 2019 and has held it in 24 quarters since. The position peaked at $628K in Q4 2025. 3,461 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Beese Fulmer Investment Management held 10,908 shares of Bank of America worth $532K as of Q1 2026.
  • Beese Fulmer Investment Management sold 515 Bank of America shares in Q1 2026, an estimated $26.6K.
  • Bank of America made up 0.03% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #201 holding.
  • Beese Fulmer Investment Management first reported a position in Bank of America in Q4 2019 and has held it in 24 quarters since.
  • Beese Fulmer Investment Management's Bank of America position peaked at $628K in Q4 2025.
  • 3,461 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.