Bennett Associates Wealth Management’s Bank of America BAC Stock Holding History

Bennett Associates Wealth 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	$276K	Sell	5,662 -533	-9%	-$27.5K	0.19%	47
2025 Q4	$341K	Buy	6,195 +314	+5%	+$16.6K	0.24%	40
2025 Q3	$303K	Buy	5,881 +24	+0.4%	+$1.17K	0.22%	42
2025 Q2	$277K	Buy	+5,857	New	+$246K	0.21%	44
2025 Q1	–	Sell	-5,386	Closed	-$237K	–	45
2024 Q4	$237K	Buy	5,386 +126	+2%	+$5.54K	0.2%	45
2024 Q3	$209K	Buy	+5,260	New	+$211K	0.17%	45

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

Bennett Associates Wealth Management's BAC Position: Q1 2026 in Review

Bennett Associates Wealth Management reduced its Bank of America (BAC) stake by 8.6% in Q1 2026, selling an estimated $27.5K and leaving 5,662 shares worth $276K. The position accounts for 0.19% of the portfolio, ranked #47.

Bennett Associates Wealth Management first reported a position in BAC in Q3 2024 and has held it in 6 quarters since. The position peaked at $341K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

Bennett Associates Wealth Management held 5,662 shares of Bank of America worth $276K as of Q1 2026.
Bennett Associates Wealth Management sold 533 Bank of America shares in Q1 2026, an estimated $27.5K.
Bank of America made up 0.19% of Bennett Associates Wealth Management's portfolio in Q1 2026, its #47 holding.
Bennett Associates Wealth Management first reported a position in Bank of America in Q3 2024 and has held it in 6 quarters since.
Bennett Associates Wealth Management's Bank of America position peaked at $341K in Q4 2025.
3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Bennett Associates Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.