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Berkshire Asset Management’s Bank of America BAC Stock Holding History

Berkshire Asset 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
2014
Q1 		– Sell
-100
Closed -$36K – 158
2013
Q4 		$36K Buy
+100
New +$1.48K 0.01% 168

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

Berkshire Asset Management's BAC Position: Q1 2026 in Review

Berkshire Asset Management increased its Bank of America (BAC) stake by 0.2% in Q1 2026, buying an estimated $120K and bringing the position to 1,173,442 shares worth $57.2M. The position accounts for 2.45% of the portfolio, ranked #9.

Berkshire Asset Management first reported a position in BAC in Q2 2013 and has held it in 52 quarters since. The position peaked at $65.2M in Q3 2024. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Berkshire Asset Management held 1,173,442 shares of Bank of America worth $57.2M as of Q1 2026.
  • Berkshire Asset Management bought 2,317 Bank of America shares in Q1 2026, an estimated $120K.
  • Bank of America made up 2.45% of Berkshire Asset Management's portfolio in Q1 2026, its #9 holding.
  • Berkshire Asset Management first reported a position in Bank of America in Q2 2013 and has held it in 52 quarters since.
  • Berkshire Asset Management's Bank of America position peaked at $65.2M in Q3 2024.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Berkshire Asset Management's 13F filing for Q1 2026, filed 11 May 2026.