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Blodgett Wealth Advisors’s Bank of America BAC Stock Holding History

Blodgett Wealth 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
Q2 		$377K Buy
6,618
+4
+0.1% +$213 0.25% 52
2026
Q1 		$322K Buy
6,614
+5
+0.1% +$258 0.26% 48
2025
Q4 		$364K Buy
6,609
+4
+0.1% +$211 0.25% 43
2025
Q3 		$341K Sell
6,605
-1,796
-21% -$87.6K 0.23% 43
2025
Q2 		$398K Sell
8,401
-706
-8% -$29.7K 0.31% 41
2025
Q1 		$380K Buy
9,107
+5
+0.1% +$223 0.32% 40
2024
Q4 		$400K Buy
9,102
+5
+0.1% +$220 0.31% 38
2024
Q3 		$361K Buy
9,097
+9
+0.1% +$361 0.3% 42
2024
Q2 		$361K Sell
9,088
-137
-1% -$5.25K 0.31% 42
2024
Q1 		$350K Buy
9,225
+1,064
+13% +$36.5K 0.32% 40
2023
Q4 		$275K Sell
8,161
-8,059
-50% -$235K 0.28% 47
2023
Q3 		$444K Sell
16,220
-300
-2% -$8.88K 0.49% 35
2023
Q2 		$474K Sell
16,520
-200
-1% -$5.71K 0.49% 35
2023
Q1 		$478K Buy
16,720
+600
+4% +$19.8K 0.55% 36
2022
Q4 		$534K Sell
16,120
-3,500
-18% -$121K 0.65% 33
2022
Q3 		$593K Buy
19,620
+500
+3% +$16.7K 0.71% 31
2022
Q2 		$595K Sell
19,120
-4,050
-17% -$146K 0.65% 33
2022
Q1 		$955K Buy
23,170
+1,450
+7% +$65.4K 0.8% 31
2021
Q4 		$966K Buy
+21,720
New +$989K 0.75% 32

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

Blodgett Wealth Advisors's BAC Position: Q2 2026 in Review

Blodgett Wealth Advisors increased its Bank of America (BAC) stake by 0.06% in Q2 2026, buying an estimated $213 and bringing the position to 6,618 shares worth $377K. The position accounts for 0.25% of the portfolio, ranked #52.

Blodgett Wealth Advisors first reported a position in BAC in Q4 2021 and has held it in 19 quarters since. The position peaked at $966K in Q4 2021. 3,597 funds tracked by Wall St. Rank hold BAC as of Q2 2026.

  • Blodgett Wealth Advisors held 6,618 shares of Bank of America worth $377K as of Q2 2026.
  • Blodgett Wealth Advisors bought 4 Bank of America shares in Q2 2026, an estimated $213.
  • Bank of America made up 0.25% of Blodgett Wealth Advisors's portfolio in Q2 2026, its #52 holding.
  • Blodgett Wealth Advisors first reported a position in Bank of America in Q4 2021 and has held it in 19 quarters since.
  • Blodgett Wealth Advisors's Bank of America position peaked at $966K in Q4 2021.
  • 3,597 funds tracked by Wall St. Rank held Bank of America as of Q2 2026.

Based on Blodgett Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.