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BIP Wealth’s Bank of America BAC Stock Holding History

BIP Wealth’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 		$1.56M Sell
31,975
-2,228
-7% -$115K 0.06% 153
2025
Q4 		$1.88M Buy
34,203
+10,751
+46% +$568K 0.07% 150
2025
Q3 		$1.21M Buy
23,452
+2,865
+14% +$140K 0.06% 108
2025
Q2 		$974K Sell
20,587
-904
-4% -$38K 0.06% 104
2025
Q1 		$897K Sell
21,491
-892
-4% -$39.7K 0.06% 108
2024
Q4 		$984K Buy
22,383
+3,536
+19% +$156K 0.07% 104
2024
Q3 		$748K Buy
18,847
+74
+0.4% +$2.97K 0.05% 107
2024
Q2 		$747K Buy
18,773
+694
+4% +$26.6K 0.06% 93
2024
Q1 		$686K Buy
18,079
+128
+0.7% +$4.39K 0.05% 109
2023
Q4 		$604K Sell
17,951
-850
-5% -$24.7K 0.05% 104
2023
Q3 		$515K Buy
18,801
+2,034
+12% +$60.2K 0.05% 107
2023
Q2 		$481K Sell
16,767
-1,988
-11% -$56.7K 0.04% 109
2023
Q1 		$536K Buy
+18,755
New +$619K 0.06% 102

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

BIP Wealth's BAC Position: Q1 2026 in Review

BIP Wealth reduced its Bank of America (BAC) stake by 6.5% in Q1 2026, selling an estimated $115K and leaving 31,975 shares worth $1.56M. The position accounts for 0.06% of the portfolio, ranked #153.

BIP Wealth first reported a position in BAC in Q1 2023 and has held it in 13 quarters since. The position peaked at $1.88M in Q4 2025. 3,462 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • BIP Wealth held 31,975 shares of Bank of America worth $1.56M as of Q1 2026.
  • BIP Wealth sold 2,228 Bank of America shares in Q1 2026, an estimated $115K.
  • Bank of America made up 0.06% of BIP Wealth's portfolio in Q1 2026, its #153 holding.
  • BIP Wealth first reported a position in Bank of America in Q1 2023 and has held it in 13 quarters since.
  • BIP Wealth's Bank of America position peaked at $1.88M in Q4 2025.
  • 3,462 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on BIP Wealth's 13F filing for Q1 2026, filed 27 Apr 2026.