BWM
BAC icon

BKM Wealth Management’s Bank of America BAC Stock Holding History

BKM 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
Q2 		$288K Sell
5,054
-318
-6% -$16.9K 0.1% 129
2026
Q1 		$262K Buy
5,372
+24
+0.4% +$1.24K 0.1% 132
2025
Q4 		$294K Sell
5,348
-93
-2% -$4.92K 0.11% 128
2025
Q3 		$281K Buy
5,441
+269
+5% +$13.1K 0.1% 130
2025
Q2 		$245K Buy
5,172
+294
+6% +$12.4K 0.1% 144
2025
Q1 		$204K Buy
4,878
+10
+0.2% +$446 0.08% 152
2024
Q4 		$214K Buy
+4,868
New +$214K 0.09% 158
2024
Q3 		– Sell
-5,207
Closed -$269K – 161
2024
Q2 		$269K Sell
5,207
-36
-0.7% -$1.38K 0.13% 130
2024
Q1 		$199K Buy
5,243
+1,213
+30% +$41.6K 0.09% 158
2023
Q4 		$136K Buy
+4,030
New +$117K 0.06% 181

Other funds holding BAC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BKM Wealth Management's BAC Position: Q2 2026 in Review

BKM Wealth Management reduced its Bank of America (BAC) stake by 5.9% in Q2 2026, selling an estimated $16.9K and leaving 5,054 shares worth $288K. The position accounts for 0.1% of the portfolio, ranked #129.

BKM Wealth Management first reported a position in BAC in Q4 2023 and has held it in 10 quarters since. The position peaked at $294K in Q4 2025. 3,609 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • BKM Wealth Management held 5,054 shares of Bank of America worth $288K as of Q2 2026.
  • BKM Wealth Management sold 318 Bank of America shares in Q2 2026, an estimated $16.9K.
  • Bank of America made up 0.1% of BKM Wealth Management's portfolio in Q2 2026, its #129 holding.
  • BKM Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 10 quarters since.
  • BKM Wealth Management's Bank of America position peaked at $294K in Q4 2025.
  • 3,609 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on BKM Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.