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Bigelow Investment Advisors’s Bank of America BAC Stock Holding History

Bigelow Investment Advisors’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 		$1.05M Buy
21,443
+526
+3% +$27.1K 0.42% 60
2025
Q4 		$1.15M Buy
20,917
+469
+2% +$24.8K 0.45% 61
2025
Q3 		$1.05M Buy
20,448
+268
+1% +$13.1K 0.43% 64
2025
Q2 		$955K Buy
20,180
+654
+3% +$27.5K 0.42% 66
2025
Q1 		$815K Sell
19,526
-1,564
-7% -$69.7K 0.39% 76
2024
Q4 		$927K Sell
21,090
-702
-3% -$30.9K 0.43% 68
2024
Q3 		$865K Buy
21,792
+837
+4% +$33.5K 0.39% 79
2024
Q2 		$833K Sell
20,955
-39
-0.2% -$1.5K 0.4% 75
2024
Q1 		$796K Buy
20,994
+154
+0.7% +$5.29K 0.39% 79
2023
Q4 		$702K Buy
20,840
+813
+4% +$23.7K 0.38% 76
2023
Q3 		$548K Sell
20,027
-27
-0.1% -$799 0.31% 88
2023
Q2 		$575K Buy
20,054
+1,608
+9% +$45.9K 0.31% 88
2023
Q1 		$528K Buy
18,446
+270
+1% +$8.91K 0.3% 93
2022
Q4 		$602K Buy
18,176
+1,538
+9% +$53K 0.35% 86
2022
Q3 		$502K Buy
16,638
+3,797
+30% +$127K 0.3% 96
2022
Q2 		$400K Buy
12,841
+614
+5% +$22.1K 0.22% 110
2022
Q1 		$504K Buy
12,227
+1,607
+15% +$72.5K 0.24% 96
2021
Q4 		$472K Buy
10,620
+882
+9% +$40.2K 0.21% 99
2021
Q3 		$413K Buy
9,738
+2,016
+26% +$81.2K 0.2% 101
2021
Q2 		$318K Hold
7,722
– – 0.15% 117
2021
Q1 		$299K Buy
+7,722
New +$266K 0.15% 119

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

Bigelow Investment Advisors's BAC Position: Q1 2026 in Review

Bigelow Investment Advisors increased its Bank of America (BAC) stake by 2.5% in Q1 2026, buying an estimated $27.1K and bringing the position to 21,443 shares worth $1.05M. The position accounts for 0.42% of the portfolio, ranked #60.

Bigelow Investment Advisors first reported a position in BAC in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.15M in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • Bigelow Investment Advisors held 21,443 shares of Bank of America worth $1.05M as of Q1 2026.
  • Bigelow Investment Advisors bought 526 Bank of America shares in Q1 2026, an estimated $27.1K.
  • Bank of America made up 0.42% of Bigelow Investment Advisors's portfolio in Q1 2026, its #60 holding.
  • Bigelow Investment Advisors first reported a position in Bank of America in Q1 2021 and has held it in 21 quarters since.
  • Bigelow Investment Advisors's Bank of America position peaked at $1.15M in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on Bigelow Investment Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.