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

BlackDiamond 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 		$414K Sell
8,497
-663
-7% -$34.2K 0.2% 108
2025
Q4 		$517K Buy
9,160
+948
+12% +$50.1K 0.25% 86
2025
Q3 		$424K Buy
8,212
+72
+0.9% +$3.51K 0.23% 82
2025
Q2 		$392K Buy
8,140
+849
+12% +$35.7K 0.23% 85
2025
Q1 		$305K Buy
7,291
+446
+7% +$19.9K 0.21% 96
2024
Q4 		$301K Sell
6,845
-5
-0.1% -$220 0.17% 116
2024
Q3 		$314K Buy
6,850
+827
+14% +$33.1K 0.19% 117
2024
Q2 		$230K Buy
6,023
+313
+5% +$12K 0.15% 130
2024
Q1 		$217K Sell
5,710
-1,041
-15% -$35.7K 0.15% 135
2023
Q4 		$223K Buy
+6,751
New +$197K 0.16% 128
2023
Q3 		– Sell
-9,204
Closed -$296K – 127
2023
Q2 		$296K Buy
9,204
+55
+0.6% +$1.57K 0.25% 93
2023
Q1 		$264K Buy
9,149
+1,119
+14% +$36.9K 0.27% 91
2022
Q4 		$274K Buy
8,030
+214
+3% +$7.37K 0.31% 81
2022
Q3 		$277K Sell
7,816
-602
-7% -$20.1K 0.33% 74
2022
Q2 		$281K Buy
8,418
+359
+4% +$12.9K 0.35% 84
2022
Q1 		$332K Sell
8,059
-191
-2% -$8.62K 0.4% 73
2021
Q4 		$367K Buy
+8,250
New +$376K 0.42% 81

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

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

BlackDiamond Wealth Management reduced its Bank of America (BAC) stake by 7.2% in Q1 2026, selling an estimated $34.2K and leaving 8,497 shares worth $414K. The position accounts for 0.2% of the portfolio, ranked #108.

BlackDiamond Wealth Management first reported a position in BAC in Q4 2021 and has held it in 17 quarters since. The position peaked at $517K in Q4 2025. 3,460 funds tracked by Wall St. Rank hold BAC as of Q1 2026.

  • BlackDiamond Wealth Management held 8,497 shares of Bank of America worth $414K as of Q1 2026.
  • BlackDiamond Wealth Management sold 663 Bank of America shares in Q1 2026, an estimated $34.2K.
  • Bank of America made up 0.2% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #108 holding.
  • BlackDiamond Wealth Management first reported a position in Bank of America in Q4 2021 and has held it in 17 quarters since.
  • BlackDiamond Wealth Management's Bank of America position peaked at $517K in Q4 2025.
  • 3,460 funds tracked by Wall St. Rank held Bank of America as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.