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 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 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

BKM Wealth Management's BAC Position: Q1 2026 in Review

BKM Wealth Management increased its Bank of America (BAC) stake by 0.45% in Q1 2026, buying an estimated $1.24K and bringing the position to 5,372 shares worth $262K. The position accounts for 0.1% of the portfolio, ranked #132.

BKM Wealth Management first reported a position in BAC in Q4 2023 and has held it in 9 quarters since. The position peaked at $294K in Q4 2025. 3,459 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

BKM Wealth Management held 5,372 shares of Bank of America worth $262K as of Q1 2026.
BKM Wealth Management bought 24 Bank of America shares in Q1 2026, an estimated $1.24K.
Bank of America made up 0.1% of BKM Wealth Management's portfolio in Q1 2026, its #132 holding.
BKM Wealth Management first reported a position in Bank of America in Q4 2023 and has held it in 9 quarters since.
BKM Wealth Management's Bank of America position peaked at $294K in Q4 2025.
3,459 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on BKM Wealth Management's 13F filing for Q1 2026, filed 22 Apr 2026.